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National Repository of Grey Literature 1 records found  Search took 0.01 seconds. 
Financial planning at bank counters.
 Sameš, Petr ; Zámečník, Petr (advisor) ; Smrčka, Luboš (referee)
The aim of this work is through a fictitious purchase ("Mystery shopping") to assess the quality of financial counseling, commercial banks provide free of charge at the counters of their branches. In order to carry out a proper research it was necessary to create a fictitious client with specific financial situation and future goals. As an outcome, the client should be provided with a plan comprehensively tackling his financial situation. Individual financial plans are evaluated according to predetermined parameters of quality. A comparison of completed financial plans with what the banks publicly present is included in the thesis.
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