Sopocko. the Essential of Financial Market

Warsaw University School of Management Sylabus

Nazwa pola Course title Financial Market Faculty/Institute School of Management, Institute of Financial Systems Programme for which the International Business Program Studies course is offered Course ID Erasmus code 04300 Course group Didactic cycle Summer semester Type/form of class Conservatorium Brief course description Knowledge about spot market financial instruments, basic apital market institutions, trade platform, Polish and European capital market regulation, basic investment strategies, basic market indexes, specific features of this market Full course description Student should get necessary knowledge about stock, debt instruments and other securities (mutual fund units, certificates of deposits etc.). Hi should know process of securities issue, information requirements, rules of trade. Hi should understand the role of central bank operations and their impact on capital market prices movement. He should know also basic investment efficiency and risk gauges, procedures conducted on the primary market, different platforms of securities trade. This knowledge contain also basic requirements to the prospect of issue, kinds of document necessary to start with this process. He should mention forbidden practices, basic points of well governance. Lectures contain basic investments approach, like fundamental, technician and econometric, Charles Dow Theory and main capital market hypothesis. Prerquisites Formal No any formal requirements prerquisites other No any recommendation prerquisites Learning outcomes Student has basic knowledge concerning investment on the cash financial market ECTS credits 3 Assessment methods and criteria Knowledge about financial instruments behavior, ability to rational risk assessment, knowledge about proved investment methods and rules, to which investment should be subordinated Type of examination exam Type of course IBP Mode of delivery classroom Language of instruction Polish Bibliography Sopocko. The Essential of Financial Market Work placement(s) Not necessary Course coordinator Andrzej Sopoćko Academic teachers Andrzej Sopoćko Remarks Uniwersytet Warszawski Wydział Zarządzania Sylabus

Formularz opisu przedmiotu (formularz sylabusa) – dotyczy studiów I i II stopnia

A. Informacje ogólne (wypełnia koordynator przedmiotu z wyjątkiem pól Kod przedmiotu, Przyporządkowanie do grupy przedmiotów). Nazwa pola Course title Investment Funds Faculty/Institute School of Management, Institute of Financial Systems Programme for which the Full time and extramural studies course is offered Course ID Erasmus code 04300 Course group Didactic cycle Winter semester Type/form of class lecture Brief course description It contains knowledge about roles of creation, functioning and investment issued by the mutual funds, forms of such funds, legal ground and limits of their activity Full course description Student should get necessary knowledge about mutual fund as Special Purpose Vehicle, kinds of funds and issued securities. He should to find difference to para-banks, to point advantage of mutual funds over other units in this scope, rules of fund managements, form of inside (assembly of investors, investors council) and outside control (Commissions of Financial Supervision). Student should know also kinds of profits possible to get from different funds, rules of work and character of the biggest securitization funds (Fannie Mae and Freddy Mac), their achievement in housing contraction, dangers connected to their expansion and systematic risk generated by these units Prerquisites Formal Passing exam of other topics – no necessary prerquisites other Basic rule about capital market is recomended prerquisites Learning outcomes That knowledge allows course participants to make chose among big number of investment possibilities offering very broad scope instruments, to avoid the engagement in assets with higher ris then ezpected ECTS credits 1 Assessment methods and criteria Knowwledge of basic investments funds ad issued securities, rules of mutual funds investments and possibility to control the investment process Type of examination Credit Type of course Mode of delivery Classroom Language of instruction Polish Bibliography Slajds, ABC of mutual funds investment, Commission of Financial Supervision 2010, Investment Fund Act Work placement(s) Not necessary Course coordinator Andrzej Sopoćko Academic teachers Andrzej Sopoćko Remarks Uniwersytet Warszawski Wydział Zarządzania Sylabus

Formularz opisu przedmiotu (formularz sylabusa) – dotyczy studiów I i II stopnia

A. Informacje ogólne (wypełnia koordynator przedmiotu z wyjątkiem pól Kod przedmiotu, Przyporządkowanie do grupy przedmiotów). Nazwa pola Course title Financial Market Faculty/Institute School of Management, Institute of Financial Systems Programme for which the Full time and extramural studies course is offered Course ID Erasmus code 04300 Course group Didactic cycle Summer semester Type/form of class lecture Brief course description Knowledge about spot market financial instruments, basic apital market institutions, trade platform, Polish and European capital market regulation, basic investment strategies, basic market indexes, specific features of this market Full course description Student should get necessary knowledge about stock, debt instruments and other securities (mutual fund units, certificates of deposits etc.). Hi should know process of securities issue, information requirements, rules of trade. Hi should understand the role of central bank operations and their impact on capital market prices movement. He should know also basic investment efficiency and risk gauges, procedures conducted on the primary market, different platforms of securities trade. This knowledge contain also basic requirements to the prospect of issue, kinds of document necessary to start with this process. He should mention forbidden practices, basic points of well governance. Lectures contain basic investments approach, like fundamental, technician and econometric, Charles Dow Theory and main capital market hypothesis. Prerquisites Formal No any are necessary prerquisites other Basic knowledge of financial mathematic is recomended prerquisites Learning outcomes Student has basic knowledge concerning investment on the cash fianancial market ECTS credits 3 Assessment methods and criteria Knowledge about financial instruments behavior, ability to rational risk assessment, knowledge about proved investment methods and rules, to which investment should be subordinated. Type of examination exam Type of course Basic cours Mode of delivery class Language of instruction Polish Bibliography Sopocko. Rynkowe Instrumenty Finansowe. PWE 2010, part I. Work placement(s) Not necessary Course coordinator Andrzej Sopoćko Academic teachers Andrzej Sopoćko Remarks