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Title:IZOBRAŽEVANJE TRŽNIKOV INVESTICIJSKIH SKLADOV
Authors:ID Merčun, Karmen (Author)
ID Ferjan, Marko (Mentor) More about this mentor... New window
Files:.pdf VS_Mercun_Karmen_2010.pdf (404,08 KB)
MD5: 3EA427D4A65B36EF4C8F8C7B0CEA1AB1
PID: 20.500.12556/dkum/48c91aa7-2aad-4deb-9fb5-8e2804e6bffc
 
Language:Slovenian
Work type:Undergraduate thesis
Organization:FOV - Faculty of Organizational Sciences in Kranj
Abstract:POVZETEK Čeprav je Slovenija v primerjavi z ostalimi evropskimi državami dokaj pozno vstopila v tržno gospodarstvo, sta se v zadnjih letih tudi pri nas zelo razvila finančni trg in trg kapitala. Investicijski skladi kot ena od možnih oblik varčevanja postajajo pomembni udeleženci na finančnem trgu. S porastom števila investicijskih skladov v Sloveniji so se oblikovale tudi različne prodajne poti in posledično se je zelo dvignilo število tržnikov, ki te sklade tržijo. Diplomsko delo je sestavljeno iz treh delov. V prvem delu smo s pomočjo literature predstavili samo izobraževanje torej pomen izobraževanja, njegove oblike in metode ter motivacijo oz. ovire pri izobraževanju. V nadaljevanju je predstavljen tudi pojem izobraževanja odraslih. V drugem delu smo predstavili finančni trg, opredelitev investicijskih skladov in trženje le-teh. Na kratko smo opisali tudi združenje in sam Preizkus znanj s področja trženja investicijskih skladov in prodaje investicijskih kuponov oz. delnic investicijskih skladov. V tretjem praktičnem delu pa smo za metodo raziskave uporabili anketiranje. Zadnji dan priprav na preizkus znanj s področja trženja investicijskih skladov in prodaje investicijskih kuponov oziroma delnic investicijskih skladov smo nekaterim udeležencem naključno razdelili anketne liste z vprašanji glede organizacije prej omenjenega izobraževanja. Z anketo smo želeli ugotoviti, kako so udeleženci zadovoljni s samim izobraževanjem, kaj jim je bilo na izobraževanju všeč in kaj jih je motilo, kot tudi morebitne predloge za izboljšanje izobraževanja. Vrnjene anketne liste smo analizirali in z rezultati sprejeli oz. zavrnili vnaprej postavljene hipoteze. Ugotovili smo, da so udeleženci po večini zadovoljni z izobraževanjem, delom organizatorja in izbiro predavateljev. Rezultate analize ankete smo posredovali tudi organizatorju izobraževanj, kar mu bo pomagalo pri izboljšanju zadovoljstva udeležencev na samem izobraževanju.
Keywords:izobraževanje, investicijski skladi, preizkus znanj s področja trženja investicijskih skladov in prodaje investicijskih kuponov oziroma delnic investicijskih skladov
Place of publishing:Maribor
Year of publishing:2010
PID:20.500.12556/DKUM-14208 New window
COBISS.SI-ID:6688019 New window
NUK URN:URN:SI:UM:DK:ECHLKWHH
Publication date in DKUM:20.08.2010
Views:2117
Downloads:167
Metadata:XML DC-XML DC-RDF
Categories:FOV
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Secondary language

Language:English
Title:EDUCATION FOR INVESTMENT FUND MARKETERS
Abstract:ABSTRACT Compared to other European countries Slovenia entered into market economy relatively late. But in recent years financial and capital market developed immensely in Slovenia, too. Therefore investment funds have also become important players in the financial market as an alternative saving strategy. The increase of investment funds in Slovenia has also led to forming of a variety of sales channels and, consequently, the increased number of traders who are marketing these funds. The diploma is divided into three parts. In the first part we presented on basis of the literature available the education and the importance of education, its forms, methods, motivation or eventual impediments. Following the concept of adult education is presented. In the second part we presented the financial market, the definition of investment funds and their marketing. We represented the association and Exam for persons engaged in the marketing of investment funds. In the third practical part we used interviews as the method of research. On the last day of training for the Exam for persons engaged in the marketing of investment funds questionnaires about the training organisation and quality of service were distributed to random participants of the seminar. With the survey we wanted to determine how the candidates themselves are satisfied with the education seminar organized, what they liked or disliked as well as any suggestions for improving the educational seminar. Returned surveys were analysed and on the basis of the results gathered we accepted or rejected the initial hypotheses set in advance. We found that the candidates are mostly satisfied with the educational seminar, organizer’s work and selection of lecturers. The results of the survey analysis we also provided to the organizer of educational seminars to help the future improvement, quality of the educational seminar and consequently the candidates’ satisfaction.
Keywords:Education, Investment funds, Exam for persons engaged in the marketing of investment funds


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