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National Repository of Grey Literature 2 records found  Search took 0.00 seconds. 
Personal & Family Financial Planning
 Steklý, Ondřej ; Smrčka, Luboš (advisor) ; Zámečník, Petr (referee)
The first goal of this bachelor thesis is to introduce current best-selling financial products and to describe their appropriate usage. The second goal is to describe major ways of distribution of financial products and point out some problems from the "only good for the customers'" point of view. Third goal is to introduce personal and family financial planning and put particular financial products into this context. Chosen issues are described from the practical point of view of a financial advisor with two years' experience in the field. Thanks to this experience I describe not only how the financial planning "should take place", but also how the financial planning in some cases "takes place". In addition to that I describe most common ways, how sellers on the Czech financial market cheat their customers.
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Casualty insurance as a part of personal financial planning
 Hejnová, Gabriela ; Ducháčková, Eva (advisor) ; Daňhel, Jaroslav (referee)
The topic of this diploma thesis was chosen with regard to the currency of this issue. There are discussed the basis of financial planning and it is accounted why the finance is important to be planned. Not insignificant part of the financial planning is insurance, which penetrates the whole financial plan. In this field I focused on, in my opinion, the most important financial security, namely income security in case its failure, which mostly accident insurance deals with. The theoretical part of the thesis is followed by a number of sample presentations of financial plans in selected insurance companies.
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