Zhodnocení využívání osobního finančního poradenství v České Republice

Abstract

The aim of my thesis was to evaluate utilization extent of personal financial advisory in the Czech Republic and simultaneously identify the reasons for not taking an advantage for this value-added service. Based on the findings, recommendations were proposed for both financial advisors and clients to increase the utilization of personal financial advisory in the Czech Republic. The analysis was conducted using a questionnaire survey and interviews. In the practical part, a questionnaire survey and interviews were used. Based on the survey, it was found that half of the population, more precisely 49%, uses the services of a personal financial advisor. It was found that the service is most commonly used by the older generation with higher education and living in urban areas. In the final part of the thesis, I focused on recommendations. Recommendations were prepared for both financial advisors and clients.