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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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Financial analysis of Partners For Life Plannig, a.s.
Krátký, Josef ; Marek, Petr (advisor) ; Brabenec, Tomáš (referee)
The theme of this work is financial analysis of Partners For Life Planning, a.s. and its comparison with 6 major domestic competitors. The first section explains the object and purpose of the thesis and there is introduced Partners For Life Planning, a.s. The following methodological part explains the selected indicators, which companies are subjected. In the third, the practical part is the financial analysis 7 financial consulting- company.
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Ethics in financial advisory
Kubišta, Zdeněk ; Smrčka, Luboš (advisor) ; Svoboda, Václav (referee)
In my work I aimed to describe the history of Czech financial market and the regulatory institutions. I focused on the ethical dimension of czech financial advisors. The main outputs of my work are: 10 principles to get the right advisory service and own ethical codex, which will be used in my own advisory praxis.
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Financial counsultancy - activities of OVB Allfinanz, Corp.
Švecová, Petra ; Votava, Libor (advisor) ; Tlačbaba, Aleš (referee)
The aim of the present thesis is to introduce, describe and explain the meaning of financial consultancy, and show the principles it is based on and which are used. Further, it is meant to present OVB Allfinanz, Corp. and show examples of its work. The thesis also tries to seek the relation between financial crisis and the demand for consultancy services, and assess whether the crisis has rather positive or negative impact.
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Job satisfaction of financial advisors
Zavázalová, Kateřina ; Lorencová, Hana (advisor) ; Palková, Kateřina (referee)
The diploma thesis is focused on job satisfaction and its aim is to analyze the satisfaction of financial advisors in the company and to suggest possible solutions to improve the current situation. In the theoretical part is defined the concept of work satisfaction, its determinants, consequences and methods of measurement. Methodical part describes the procedures used to collect data. The first part of the practical part briefly describes specifics of the financial advisory market and the firm, which the survey was conducted in. The second part contains interpretation of surveyed areas from the view of satisfaction. The final part deals with proposals for possible steps leading to the increase in job satisfaction.
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Personal finance and financial consulting
Černochová, Martina ; Smrčka, Luboš (advisor) ; Hamr, Jan (referee)
My work is about personal and family finance from the view of financial consulting which is my job for three years. My work is divided into 2 main parts - theoretical and practical. In the theoretical part I write about financial planning, how to do it, by the medium of whom and so on and about financial consulting, about principles and system of this job. In the practical part I write about the main parts of financial deciding - living, assurance and reserve, preparation for pension and preparation finance for children. I draw on my own experience and from the presentated literature.
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Finanční poradenství
Mrázek, Michal ; Votava, Libor (advisor)
Vymezení pojmu finanční trh a jeho vývoj. Jaká je finanční gramotnost v ČR. A na základě těchto zjištění představení důležitosti finančního pradenství, seznámení s tímto oborem. Vysvětlení hlavních výhod a také nevýhod či možných neetických praktik ve finančním poradenství. Na základě faktů určení prognózy budoucího vývoje tohoto odvětví.
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