Návrh osobního finančního plánu vybraných klientů

Abstract

This thesis contains compilation optimal financial plan for three selected clients and recommendation appropriate solution financial situation of clients based on their aims and budget. Thesis consists of three parts. The first is the theoretical part which is focused on financial planning and also describes investment, savings, regular anuity, loans and inflation. The second part identifies and compares financial market instruments. This is a savings and investment products, loans and insurance. The last practical part is focused on the compilation of the financial plan. There are identify clients, their budget and the aims, which clients want to acquire. Then are compiled the financial plans and there are chosen financial instruments, by means of which these aims will be achieved.