20.500.12556/DKUM-18275 PRIDOBITEV LICENCE ZA ZAPOSLENE V BANČNIŠTVU OBTAINING LICENSES FOR BANK EMPLOYEES V diplomski nalogi sem opredelil in predstavil osnove bančnega zavarovalništva ter vzajemnih skladov, saj sta omenjena investicijska produkta vse pogostejši storitvi, ki jih banke vključujejo med svoje storitve. Za opravljanje teh storitev pa zaposleni potrebujejo ustrezni licenci. V sklopu pridobitve licenc sta organizirani izobraževanji in tako sem predstavil teoretične osnove izobraževanja in kurikuluma, nato pa še raziskal organizacijo obeh omenjenih izobraževanj. Prav tako sem podrobneje zapisal celoten postopek pridobitve obeh omenjenih licenc. Zapisal sem pravno podlago za pridobitev licenc, zahtevane pogoje, organizacijo izobraževanja in preizkusov znanj, zbral sem obrazce in obvestila, ki so potrebni za prijavo na izobraževanje in na strokovni preizkus znanja. Licenco za posredovanje zavarovanj za zaposlene v banki izda Agencija za zavarovalni nadzor na podlagi potrdila o uspešno opravljenem preizkusu strokovnih znanj, ki ga predhodno izda Slovensko zavarovalno združenje. Le-to pa prav tako organizira izobraževanje, ki poteka po razpisanih pogojih. Licenco za trženje vzajemnih skladov zaposleni v banki pridobijo pri Agenciji za trg vrednostnih papirjev, če so predhodno uspešno opravili preizkus strokovnih znanj pri ZDU – GIZ. ZDU – GIZ prav tako organizira izobraževanje za pridobitev strokovnega znanja na področju trženja vzajemnih skladov. Zaposleni na banki pa potrebujejo licenci za opravljanje bančnega zavarovalništva in trženje vzajemnih skladov, saj se je zakonodaja v zadnjih letih spremenila tako, da si lahko pridobijo ustrezno strokovno znanje. Pri izdelavi diplomskega dela sem uporabil metode, ki so povezane s teoretičnim preučevanjem razpoložljive literature in virov. S teoretično osnovo sem zbrane podatke in postopke uredil in zapisal. Ti podatki se nanašajo na potrebne pogoje za pridobitev licenc, na celoten potek in organizacijo pridobitve izbranih licenc. The basics of bankassurance and mutual funds are being presented in my undergraduate thesis. The two mentioned investment products are services which are being ever more frequently included by banks in their offer. In order to practice these services, bank employees are required to attain appropriate licenses. Concerning the attainment of licenses, two educations are organised – therefore the theoretical basis of the education and the curriculum are presented as well as a research concerning the organisation of the above mentioned educations. The necessary procedure needed for the attainment of the above mentioned licenses is being thoroughly described as well as the legal basis for the attainment of the licenses, the required conditions, the organisation of the education and examinations and the necessary forms and notices required for the enrolment in the education and for the technical examination. The license for the insurance mediation for the bank employees is issued by the Insurance Supervision Agency on the basis of a certificate verifying the passing of the technical knowledge test. The latter is issued by the Slovenian Insurance Association. This association also organises an education performed by required regulations. The license for the mutual funds marketing is attained by the bank employees from the Securities Market Agency if the technical knowledge tests, carried out by the Slovenian Investment Fund Association, were successfully passed. The SIFA also organises an education for the attainment of technical knowledge in the field of mutual funds marketing. The methods connected with theoretical study of the available literature and sources were used in the composition process of this thesis. Having the theoretical basis I arranged and wrote down the collected data. These data refer to the necessary conditions for the attainment of the licenses, the entire process and organisation of the attainment of selected licenses. Izobraževanje Kurikulum Bančno zavarovalništvo Vzajemni skladi Organizacija izobraževanja za pridobitev licence za posredovanje zavarovanj Organizacija izobraževanja za pridobitev licence za trženje vzajemnih skladov Education Curriculum Bancassurance Mutual funds Organisation of the education for insurance mediation Organisation of the education for marketing of mutual funds true true false Slovenski jezik Angleški jezik Diplomsko delo 2011-05-04 19:24:11 2011-08-05 09:45:07 2022-04-13 10:35:08 2023-12-23 03:30:36 2011 0 Maribor 0 0000-00-00 NiDoloceno NiDoloceno NiDoloceno 0000-00-00 0000-00-00 0000-00-00 6882835 URN:SI:UM:DK:DWU3MM3G VS_Gselman_Damijan_2011.pdf VS_Gselman_Damijan_2011.pdf 1 CDCAF7ED592434545606CE0673A933A1 bdbf9dfdc6d9cd72fc9b815c4da3cf94c8df0e622f387674bfc24e295005467b 172d5d1f-7c05-11eb-bb7a-00155d0001ca 20.500.12556/dkum/88557f24-4d19-46c5-9c65-960175b835c8 https://dk.um.si/Dokument.php?lang=slv&id=22243 Fakulteta za organizacijske vede 0 0 0