Návrh osobního finančního plánu vybraných klientů

Abstract

ANOTATION OF DIPLOMA THESIS

Hamplová, V. Project of Personal Financial Plan of Selected Clients Ostrava: Department of Finance, Economic Faculty, VSB – Technical University of Ostrava, 2012. Diploma thesis, head Ing. Kateřina Kořená, Ph.D.

The thesis is focused on the creation of a personal financial plan. The aim is to create optimal personal financial plan for selected clients, and then they recommend the most appropriate financial products, you can use to best meet a predetermined goal. The first part focuses on the theory of financial planning and description of financial products, which it is possible to create a personal plan to use. The second part is devoted to the draft financial plan for specific clients. The third section evaluates the results achieved in terms of individual clients and meet their objectives.