Návrh osobního finančního plánu vybraných klientů

Abstract

The aim of the thesis is to design a personal financial plan, specific clients, along with the recommendation of appropriate financial instruments. This thesis consists of three parts. The first part is characterized by content and structure of financial planning. Also explains the financial products that appear on the market. In the practical part is evaluated, the current financial situation and goals. They are applied to such financial instruments best contribute to achieving the future goals. In conclusion, the thesis is summarized and optimized objectives.