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Business Plan Proposal for a Small Enterprise Offering Financial and Mortgage Services
Placr, Adam ; Pražák, Petr (referee) ; Konečná, Zdeňka (advisor)
This thesis focuses on the establishment of a small business in which financial and mortgage specialist’s work. The main objective of this thesis is, based on the current situation on the financial consultancy market, an analysis of the external environment and a research in establishing and developing a company, to draw up a proposal, using the PERT method, for a procedure for establishing a small business for the financial and credit specialists, such that it is viable and competitive.
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Business Plan Proposal for a Small Enterprise Offering Financial and Mortgage Services
Placr, Adam ; Pražák, Petr (referee) ; Konečná, Zdeňka (advisor)
This thesis focuses on the establishment of a small business in which financial and mortgage specialist’s work. The main objective of this thesis is, based on the current situation on the financial consultancy market, an analysis of the external environment and a research in establishing and developing a company, to draw up a proposal, using the PERT method, for a procedure for establishing a small business for the financial and credit specialists, such that it is viable and competitive.
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Consumers' behaviour and experience in the market of financial services
VOTAVOVÁ, Štěpánka
The aim of my thesis is to find out the extent of usage and experience with financial consultancy services and to propose possible improvements in the offer of these services. The work is divided into two parts: theoretical and practical one. The first part is focused primarily on the definition of basic terms in connection with consumer behaviour, including factors which influence consumer decision. The practical part deals with questionnaire research and analysis of found information. On the basis of the information collected, recommendations for financial consultancy providers will be proposed.
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Financial Consultancy
Adolfová, Martina ; Dvořáček, Jiří (advisor) ; Zemanová, Petra (referee)
This Master's work is focused on financial consultancy. The work is split into two parts, theory and practice. In the theoretical part the concepts of financial market, entity on the financial market, financial consultancy, mediation activity, insurance, code of ethics and the ten consumer points are defined. The practical part of the thesis is based on research conducted using a questionnaire survey. In the practical part research questions and hypotheses are first formulated. The paper further describes the research methodology and research results evaluated on the basis of respondents' answers. The aim of the research is to confirm or refute the hypotheses. The conclusion summarizes the results of the research.
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System of workflows in an international company OVB Allfinanz
Horn, Ondřej ; Chylíková, Hana (advisor) ; Švarc, Zbyněk (referee)
This bachelor thesis is focused on functioning of the independent financial advisory company OVB as a form of a multilevel marketing system (MLM). The purpose is to describe the system, particularly its development, principles and how is legally regulated. Firstly, the marketing is briefly defined and MLM is specified as one of the form of direct sale. Secondly, the thesis is focused on the company itself. Basic information about the company, activities of financial advisors and its historical development are provided. This includes legal regulations of the company and its advisors. They have several certifications at their disposal, which are essential to conclude financial and insurance contracts. Who can become an independent advisor and what requirements needs to be met is derived from law. An essential part of this thesis is a description of activities of financial adviser from the beginning of his collaboration with the company. This includes getting new clients, progress in the career plan and dealing with clients. In conclusion, the results of the thesis are summarized. The situation of financial advisory services in the Czech republic and its anticipated development are evaluated.
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