Next start: 09.01.2027
Investing in the Czech Republic
Stocks, bonds, ETFs and investment funds
16 teaching hours · 4 live online lessons in Czech · CZK 4,500
Complete preparation for the professional exam in investments – without buying the entire 160-hour course
Live online lessons with the lecturer
Ask questions right during the lesson
Need to pass the professional exam in investments? One module is enough – not the whole course.
The professional exam in investments is one of the four areas every future financial advisor in the Czech Republic must pass. If you don’t need preparation for loans, insurance and supplementary pension savings, you don’t have to pay for the entire 160-hour course.
This 16-hour module is a stand-alone part of the Financial Advisor course and prepares you for the investments exam. In four live lessons you will cover investment instruments, the capital market, funds and ETFs, investment costs and the roles of all market participants. Lessons are taught in Czech – the same language as the exam – so you learn the terminology you will need. It is also a good choice for anyone who wants to invest with understanding.
If you later decide to take the full Financial Advisor course, we will credit the price of this module.
What you will gain
Clarity about products
You will tell apart stocks, bonds, fund units, ETFs and mortgage bonds and know how they differ.
Confidence with funds
You will understand collective investment, how funds work and the difference between distributing and accumulating classes.
Orientation in the capital market
You will learn how primary and secondary markets, regulated markets and multilateral trading facilities work.
A clear view of costs
You will see where fees hide in an investment product and why they matter.
Money market and derivatives basics
You will get an overview of other instruments to the extent needed for the exam and practice.
Preparation for the investments exam
The programme covers the material for this area of the professional exam.
Not sure whether one module is enough or the full course pays off?
Ask usWho it is for
This course is for you if you…
…are preparing for the investments exam
You don’t need preparation for all four areas – just investments.
…work in a bank, insurance company or advisory firm
You need to pass the investments exam or strengthen your knowledge.
…want to start working as a financial advisor
Start with investments and continue with the full Financial Advisor course later.
…are starting to invest
You don’t want to buy products you don’t understand.
…are self-employed (OSVČ) or run a business
You decide how to invest your own funds.
…live in the Czech Republic
You want to understand the Czech investment landscape: who operates on the market, who you invest through and which rules apply.
Course lecturer
Lessons are led by a financial advisor registered with the Czech National Bank (ČNB).
Ing. Polina Kuliková
Financial advisor registered with the ČNB
Graduate of the Prague University of Economics and Business (VŠE). She works in financial advisory and investment products and explains investment instruments, the capital market and collective investment clearly, using practical examples.
Financial advisory, ČNB register
Investment instruments and the capital market
Collective investment, funds and ETFs
Course programme
All the material for the investments exam in 5 topic blocks
How the capital market works
- Investment instruments under the Capital Market Undertakings Act
- Primary and secondary markets
- Regulated markets and multilateral trading facilities
- Basic structure of the capital market
Stocks and bonds
- Stocks as an investment instrument
- Bonds and their key features
- Mortgage bonds (hypoteční zástavní listy)
- Differences between types of securities
Mutual funds and ETFs
- Fund units (podílové listy)
- Collective investment funds
- ETFs and other fund products
- Distributing and accumulating fund classes
Money market and derivatives (basics)
- Money market instruments
- Derivatives – the basics
- Overview of investment product groups
Who is who on the market and what investing costs
- Issuer and investor
- Securities dealer (obchodník s cennými papíry)
- Depositary and investment company
- Costs of investment products
How the lessons work
Live online in Czech, with room for your questions
Lessons take place in real time, in Czech. You follow the explanation online and can ask the lecturer straight away rather than after the course. On completion you receive a certificate of completion.
Price and dates
CZK 4,500
- 16 teaching hours of live lessons
- 5 topic blocks
- Lecturer-led lessons with room for questions
- Taught in Czech
- Certificate of completion
You can cancel up to the start of the course. You can cancel your participation at any time before the first lesson begins – just email orders@unimfa.com.
Apply now09.01.2027 – 14.01.2027
Sat 09.01. · 9:00–12:30
Mon 11.01. · 16:00–19:30
Tue 12.01. · 16:00–19:30
Thu 14.01. · 16:00–19:30
Want to prepare for all four areas of the professional exams?
The Financial Advisor course: 160 hours live online, accredited by the Czech Ministry of Education (MŠMT), CZK 29,900. We will credit the price of this module when you switch to the full course. More about the full course →
Frequently asked questions
Will the course prepare me for the professional exam in investments?
Yes. The course is complete preparation for the investments area: investment instruments, the capital market, funds and ETFs, costs and market participants. The exam itself is not taken at the ČNB but with an accredited examiner (akreditovaná osoba), and its fee is paid separately.
Which language is the course taught in?
The course is taught in Czech – the same language as the exam – so you will learn the Czech terminology you need. You can ask the lecturer questions during the lessons.
Can I cancel my participation?
Yes. You can cancel at any time before the first lesson begins – just email orders@unimfa.com.
Is the course suitable for complete beginners?
Yes. We start with the basic structure of the capital market and investment instruments and gradually move on to funds, ETFs and costs.
How does this module differ from the full Financial Advisor course?
This module (16 hours) covers the investments area. The full Financial Advisor course (160 hours) prepares you for all four areas of the professional exams: consumer credit, investments, insurance and supplementary pension savings.
What if I decide to take the full course later?
We will credit the price of this module when you switch to the Financial Advisor course.
What document will I receive?
A certificate of completion.
How do the lessons work?
Live online with the lecturer in real time, in Czech, with the option to ask questions during the explanation.
Will I get recommendations on what to invest in?
No. The course is educational: it explains how products and the capital market work. It is not investment advice or a recommendation of specific products.
Who teaches the course?
Ing. Polina Kuliková, a financial advisor registered with the ČNB.
Master investments and walk into the exam with confidence
Apply for the course starting 9 January 2027 – it only takes a minute.