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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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Concept of Education at the Chamber of Financial Consultants
Březina, Jiří ; Mátl, Roman (referee) ; Lajtkepová, Eva (advisor)
The subject of this thesis „Concept of Education at the Chamber of Financial Consultants“ is to analyse the current situation on the financial consultancy market whose absences have led to the concept proposal for the education of financial consultants to extend the knowledge of consultants and to improve the quality of their services. In the practical part I propose options, how the concept of education in the framework of the chamber's financial advisors should be applied.
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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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Concept of Education at the Chamber of Financial Consultants
Březina, Jiří ; Mátl, Roman (referee) ; Lajtkepová, Eva (advisor)
The subject of this thesis „Concept of Education at the Chamber of Financial Consultants“ is to analyse the current situation on the financial consultancy market whose absences have led to the concept proposal for the education of financial consultants to extend the knowledge of consultants and to improve the quality of their services. In the practical part I propose options, how the concept of education in the framework of the chamber's financial advisors should be applied.
|
|
|
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.
|
|
|
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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