Návrh osobní finanční strategie vybraných klientů

Abstract

This thesis focuses on compilation optimal financial plan of family budget for two chosen families and recommendation acceptable financial products, by means of which can be achieve defined aims. In the first part there´re explained theoretical data and composition of financial planning. In the following text there´re described principles of profitability over time and there´re established risks including way of their elimination. In the second part there´re described financial market instruments. These financial products are relevant to investment, savings, insurance and bank loans. In the practical part there´re identify two families, their property relations and financial situation. Then the aims, which both families want to acquire, are established and there´re chosen financial instrument, by means of which these aims will be achieved on the basis of the most effective financial plan.