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Lecturer(s)
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Sailer Miroslav, Ing. Mgr.
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Course content
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Defining wealth from an individual, business and family perspective Wealth creation Wealth structure and investment options according to wealth size Different approaches to wealth management Movables in wealth Real estate as part of wealth The best investment in an individual, company, and family of an intangible nature Giving and philanthropy Family wealth and family business Summarized repetition
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Learning activities and teaching methods
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- Contact hours
- 39 hours per semester
- Graduate study programme term essay (40-50)
- 40 hours per semester
- Preparation for an examination (30-60)
- 30 hours per semester
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| prerequisite |
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| Knowledge |
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| Use methods and tools from the field of economics and finance |
| Skills |
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| Apply knowledge of economics and finance within practical examples |
| Competences |
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| N/A |
| learning outcomes |
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| Knowledge |
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| Explain the fundamental aspects of wealth on a personal, business and family level |
| Know the possibilities of wealth creation, pitfalls, investment possibilities according to the size and structure of wealth and related activities |
| Skills |
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| Work with economic and financial data in the context of wealth (creation, expansion and management) |
| Apply selected wealth related knowledge on a practical level |
| Competences |
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| N/A |
| teaching methods |
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| Knowledge |
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| Lecture |
| Seminar |
| Multimedia supported teaching |
| Group discussion |
| Self-study of literature |
| Skills |
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| Seminar |
| Group discussion |
| Competences |
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| Lecture |
| Seminar |
| assessment methods |
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| Knowledge |
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| Test |
| Seminar work |
| Skills |
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| Test |
| Seminar work |
| Competences |
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| Test |
| Seminar work |
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Recommended literature
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Fichtner, V. a kol. Rodinné bohatství. Inspirace pro majitele firem a podnikatele, kteří již dosáhli úspěchu. Praha: Fichtner, a.s., 2022. ISBN 978-80-11-02200-6.
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Filip. M. Osobní a rodinné bohatství. Jak chytře investovat. Praha: C. H. Beck., 2006.
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Gladyš, D. Naučte se investovat. Praha: Grada., 2005.
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Mark, H. D. Strategy for the Wealthy Family:Seven Principles to Assure Riches to Riches Across Generations. London: World Scientific Publishing Co. Pte. Ltd., 2021.
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Petrů, N. Rodinné podnikání (fenomén, příležitosti, budoucnost). Praha: Vysoká škola finanční a správní, a.s., 2020.
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Smrčka, L. Osobní a rodinné finance. Praha: Profesional Publishing. 2011.
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Syrový, P., & Tyl, T. Osobní finance - řízení financí pro každého. Praha: Cosmopolis., 2021.
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