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The Methodology of Insurance Intermediary in a Life Insurance
Kruťa, Adam ; Saidl, František (referee) ; Ptáček, Roman (advisor)
The influence of globalization is strengthening in all markets including the insurance market. In the past few years, new trends are bringing out various changes. People are becoming aware of the risks associated by not being covered by insurance and the exposure of financial loss that they could face. Due to this awareness, there are more questions that need to be raised by the insurer. Are the clients being provided enough coverage? What types of criteria should be set? All these questions are being asked by the insurance provider in order to alleviate any problems/loss and identify all the risks up front in order to prepare for these possible scenarios. Most people in the Czech Republic are becoming more aware of the bad current situation of the social system. Therefore, more people are coming to private financial insurance consultants. Life insurance have experienced many changes the past 10 years in which it is now able to offer the same complex coverage as in rich western countries. Clients are now looking for variety and flexibility. The question is how to set up these products correctly? I have been involved in professional insurance for the past several years and have developed methodical guidelines using both my knowledge and experience aimed at helping these clients be covered for these unforeseen circumstances and protect their finances.
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Information system for financial consultant
Sonták, Miloš ; Novák, Pavel (referee) ; Kříž, Jiří (advisor)
The thesis describes state of the art financial consultant in the marketplace and their processes with reference to Czech legislation. Objective is map their processes and on the basis consultation create new information system, that would have improved work to consultants and enable effective accounting.
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Detached House with Business Premises
Valtr, Filip ; Šagát, Erik (referee) ; Smolka, Radim (advisor)
The subject of the bachelor’s thesis is a detached house design with business premises. It is a new building of an isolated house with a flat roof construction in the town Dobříš, in the Bratří Čapků Street. The designed detached house is for 4 persons; it has two aboveground floors and a garage with parking for one car on the ground floor. The house is divided in two operational units; the detached house and the business premises. The business premises will serve as a financial advisors’ office. Ferroconcrete pillars form the vertical supporting construction; ferroconcrete ceiling plates and ferroconcrete beams create the horizontal supporting construction. Beam filling is from aerated concrete blocks Ytong. The sheathing of the ventilated façade is from Alucobond desks.
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Commission and financial market
Macura, Marek ; Smrčka, Luboš (advisor) ; Zámečník, Petr (referee)
This thesis deals with the financial market intermediation and distribution on the financial market. By using situational analysis reveals connections and principles of the functioning of financial intermediation and focuses on the role of financial market regulation and commission fees. Thesis is analyzing the effects of changes in commission system and impact to different distribution models.
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Innovation of marketing mix
HONSA, Milan
Cílem práce je zhodnotit současný stav marketingového mixu ve vybraném podniku. Na základě analýzy navrhnout vhodná opatření na zlepšení v oblasti nástrojů marketingového mixu.
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Comparison of activities of financial-advisory companies operating in the Czech market
Štalmachová, Kateřina ; Černohlávková, Eva (advisor) ; Pavlík, Zdeněk (referee)
The bachelor thesis is focused on the issue of financial counselling in the Czech Republic. The first part is devoted to the regulation and supervision of financial market in the Czech Republic in general and afterwards in connection with financial counselling.The second part focuses on comparison of four major financial-advisory firms operating in the Czech market. At first from the point of view of activities which they do for its prosperity and then from the point of view of non financial parameters and business performances. The aim of the thesis is defining financial counselling, mapping its regulation at the national and international level and comparison of four major firms in order to compare the quality of their work.
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Frauds committed by financial advisors and its prevention
Dokládalová, Michala ; Dvořáček, Jiří (advisor) ; Nosál, Jiří (referee)
Thesis "frauds committed by financial advisors and its prevention" introduces the concepts of fraud, reasons for fraud, types of frauds and prevention suggestion. Financial advisors misuse the imperfections of insurance products and financial illiteracy of people for their own enrichment. This topic is very up to date for insurance companies. These cases are not publicized in media to protect the insurance companies. Within the thesis there was carried out a research among financial advisors in order to confirm or disprove the claim that financial advisors commit such offenses. It provides information for potential clients that would help them to be more conscious and to prevent them from concluding disadvantageous contracts. Recommendations are designed also for the insurance companies in the form of anti-fraud information system.
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Analysis of software requirements for investment management
Hlucháň, Jan ; Kunstová, Renáta (advisor) ; Krahulec, Jan (referee)
The bachelor thesis deals with definition of software utility for investment management in environment of financial advisory company operating in the Czech republic. The thesis is divided into three logical units, which describe the legal framework for investment operation, a description of processes related to investment and design of specifications document for the creation of the instrument.
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The position of the financial consultancy in the Czech Republic with a view into the future
Brožová, Martina ; Smrčka, Luboš (advisor) ; Zámečník, Petr (referee)
The aim of this master's thesis is to describe the current situation in financial advisory services in the Czech Republic. It contains an analysis of financial advisory companies on the Czech market. Another goal is to monitor the financial literacy of the Czech population. In the theoretical part it is referred to the difference of working with personal finance among the Western nations and the Czech population. The following describes the reasons why the families of the Western economies get richer faster than the Czech. There are carefully analyzed the financial counseling process and discussed the reasons why the service is beneficial. The practical part is made inquiries about the use of financial advisory services in the Czech Republic and related topics satisfaction. The survey is also aimed at providing current information on the work of people of different ages and social groups with personal finances. The conclusion summarizes all the results and the survey questionnaire.
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