Návrh osobní finanční strategie pro vybrané klienty

Abstract

The thesis deals with the constructing of proposals of personal financial plans for three selected groups of clients and recommendation of appropriate financial products which help them to achieve the objectives set under the circumstances. The theoretical part is focused on explaining the importance of financial education and financial planning process. In the following part, there are characterized and compared selected financial market instruments, which are divided into savings products, investment products, credit products and insurance products. In the third part of the thesis, there are processed three proposals of the personal financial plans for the specific clients based on their budget and objectives.