Etyka doradców bankowych a ograniczanie wykluczenia finansowego klientów sektora bankowego

• Authors: Krzysztof Świeszczak , Marika Świeszczak

Abstracts

EN

Advising is one of the fundamental duties of employees of banks, who sell financial products and services. It plays a key role in the context of making more rational decisions by customers, and most importantly it is not always a synonymous to the sale of banking products and services. The role of the bank advisor also includes an educational component associated with raising the level of financial awareness and substantive knowledge in the field of economics and finance. These activities can contribute both to perform the tasks of each employee of the bank, as well as limit the phenomenon of financial exclusion, at the basis of which is limited access to the individual banking products and services. The purpose of this article is to present the role of bank advisor in reducing the negative consequences of financial exclusion as well as to introduce point of views of bank advisors about the advising that they provide to clients in the banking sector.

Keywords

EN

ethics; banking sector; financial exclusion; bank advisors

• Publisher: Instytut Studiów Międzynarodowych i Edukacji Humanum
• Journal: Społeczeństwo i Edukacja. Międzynarodowe Studia Humanistyczne
• Year: 2016
• Issue: 2(21)
• Pages: 461-469

Dates

published

2016

Contributors

author

Krzysztof Świeszczak

• Instytut Finansów, Wydział Ekonomiczno – Socjologiczny, Uniwersytet Łódzki

author

Marika Świeszczak

• Instytut Finansów, Wydział Ekonomiczno – Socjologiczny, Uniwersytet Łódzki

Identifiers

Biblioteka Nauki

2157786