Course: Financial English and Excel Calculations

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Course title Financial English and Excel Calculations
Course code KDV/FMATA
Organizational form of instruction Lecture + Seminar
Level of course Master
Year of study not specified
Semester Summer
Number of ECTS credits 4
Language of instruction English
Status of course unspecified
Form of instruction Face-to-face
Work placements This is not an internship
Recommended optional programme components None
Course availability The course is available to visiting students
Lecturer(s)
  • Šulista Marek, PhDr. Ph.D.
Course content
Basic terminology, percentages, means Progressions. Time value of money. Simple interest, bank discount, standards of interest calculations. Compound and continuous interest. Inflation, real and effective interest rate. Saving models. Loan redemption. Complex savings models. Depreciation of assets. Performance measuring. Modelling of financial products in MS Excel.

Learning activities and teaching methods
Monologic (reading, lecture, briefing), E-learning
Learning outcomes
This course introduces students to essential terminology and concepts in Business English and Finance. Through practical examples and interactive exercises, students will gain confidence in using financial vocabulary in English and understanding key financial principles. Topics include the fundamentals of interest calculation, savings models, debt repayment strategies, and mortgage simulations. A significant part of the course is dedicated to applying these concepts in Microsoft Excel, where students will learn to build and analyze financial models, perform calculations, and interpret results effectively.

Prerequisites
unspecified

Assessment methods and criteria
Combined exam

Pre-examination: Obtaining at least 7 points out of 12 in a final credit test - time allocated: 90 minutes. Students have three attempts. The tests are taken in week 14 and resits in the examination period. Examination: Having succeeded in the test, students can take an examination taking place in the examination period. The examination is focused on the calculation of two financial problems using MS Excel. The final mark is based on the results of the credit tests and the final examination.
Recommended literature
  • Šulista, Marek; Nýdl, Václav,; Akehurst-Moore, Gregory. Introduction to financial and actuarial mathematics. České Budějovice: EF JU, 2006. ISBN 80-7040-919-3.


Study plans that include the course
Faculty Study plan (Version) Category of Branch/Specialization Recommended year of study Recommended semester