[{"@context":"https:\/\/schema.org\/","@type":"Article","@id":"https:\/\/www.jvema.sk\/priatel-menom-financny-plan\/#Article","mainEntityOfPage":"https:\/\/www.jvema.sk\/priatel-menom-financny-plan\/","headline":"Priate\u013e menom finan\u010dn\u00fd pl\u00e1n","name":"Priate\u013e menom finan\u010dn\u00fd pl\u00e1n","description":"\u010co je n\u00e1pl\u0148ou finan\u010dn\u00e9ho poradcu? N\u00e1pl\u0148ou finan\u010dn\u00e9ho poradcu z m\u00f4jho poh\u013eadu je hlavne \u00faprimn\u00fd z\u00e1ujem o klienta a plnenie cie\u013eov klienta pomocou finan\u010dn\u00e9ho pl\u00e1nu. Finan\u010dn\u00fd…","datePublished":"2019-08-26","dateModified":"2023-04-27","author":{"@type":"Person","@id":"https:\/\/www.jvema.sk\/author\/#Person","name":"","url":"https:\/\/www.jvema.sk\/author\/","identifier":1,"image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/42264ea8f5170010011c6bbf811aa6c31c20ad3acf2a9bd21dca0746ea8c832a?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/42264ea8f5170010011c6bbf811aa6c31c20ad3acf2a9bd21dca0746ea8c832a?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"jvema.sk","logo":{"@type":"ImageObject","@id":"\/logo.png","url":"\/logo.png","width":600,"height":60}},"image":{"@type":"ImageObject","@id":"https:\/\/www.jvema.sk\/wp-content\/uploads\/img_a306195_w16861_t1568735316.jpg","url":"https:\/\/www.jvema.sk\/wp-content\/uploads\/img_a306195_w16861_t1568735316.jpg","height":0,"width":0},"url":"https:\/\/www.jvema.sk\/priatel-menom-financny-plan\/","about":["Biznis"],"wordCount":501,"articleBody":"\u010co je n\u00e1pl\u0148ou finan\u010dn\u00e9ho poradcu? N\u00e1pl\u0148ou finan\u010dn\u00e9ho poradcu z m\u00f4jho poh\u013eadu je hlavne \u00faprimn\u00fd z\u00e1ujem o klienta a plnenie cie\u013eov klienta pomocou finan\u010dn\u00e9ho pl\u00e1nu. Finan\u010dn\u00fd poradca zist\u00ed na z\u00e1klade anal\u00fdzy osobn\u00fdch financi\u00ed ciele, ktor\u00e9 by si chcel klient v priebehu cel\u00e9ho \u017eivota splni\u0165 (b\u00fdvanie, auto, deti, s\u00fakromn\u00e9 ciele) a n\u00e1sledne n\u00e1js\u0165 najlep\u0161ie rie\u0161enie ako si ich m\u00f4\u017ee splni\u0165. Be\u017ene sa st\u00e1va, \u017ee klienti maj\u00fa ve\u013ea cie\u013eov, ktor\u00e9 sa nedaj\u00fa naplni\u0165 hne\u010f, a preto je d\u00f4le\u017eit\u00e1 pravideln\u00e1 komunik\u00e1cia a dop\u013a\u0148anie finan\u010dn\u00e9ho pl\u00e1nu – teda servis, staranie sa o klientov. Klient sa o ni\u010d nestar\u00e1 a na\u0161ou \u00falohou je informova\u0165 ho o novink\u00e1ch, zmeny z\u00e1konov a pr\u00edle\u017eitostiach ako u\u0161etri\u0165.Ako pom\u00e1hate svojim klientom?Klientom pom\u00e1hame hlavne tak, \u017ee ich u\u010d\u00edme ako zdravo finan\u010dne \u017ei\u0165 a nerobi\u0165 zl\u00e9 rozhodnutia. Pln\u00edme ich ciele sk\u00f4r a \u010dastokr\u00e1t za menej pe\u0148az\u00ed, ako by si ich vyrie\u0161ili sami. Pom\u00e1hame im hlavne tak, \u017ee im tvor\u00edme majetok, aby sa v bud\u00facnosti mali lep\u0161ie. Na\u0161ou \u00falohou je taktie\u017e aj vzdel\u00e1vanie klientov, aby boli finan\u010dne gramotn\u00ed.Ak\u00fa \u0161kolu je potrebn\u00e9 vy\u0161tudova\u0165, aby \u010dlovek mohol vykon\u00e1va\u0165 t\u00fato pr\u00e1cu? V na\u0161ej spolo\u010dnosti je, \u010do sa t\u00fdka vzdelania, jedin\u00e1 podmienka, a to ma\u0165 maturitu. Ke\u010f\u017ee vzdel\u00e1vanie u n\u00e1s je \u0161pi\u010dkovo postaven\u00e9, nie je potrebn\u00e9, aby mal \u010dlovek vysok\u00fa \u0161kolu alebo ekonomick\u00e9 zameranie.U\u017e na prvom vzdel\u00e1van\u00ed sa \u010dlovek dozvie inform\u00e1cie, ktor\u00e9 sa be\u017ene v \u0161kol\u00e1ch neu\u010dia a my ako spolupracovn\u00edci m\u00e1vame pravideln\u00e9 vzdel\u00e1vania o novink\u00e1ch na trhu, ktor\u00e9 m\u00f4\u017eu pom\u00f4c\u0165 klientom. Taktie\u017e m\u00e1me mo\u017enos\u0165 absolvova\u0165 mana\u017e\u00e9rske, obchodn\u00e9 a finan\u010dn\u00e9 vzdel\u00e1vania s \u013eu\u010fmi s dlhoro\u010dn\u00fdmi sk\u00fasenos\u0165ami v podnikan\u00ed.\u010co poskytuje firma Partners Group SK? Firma PGSK poskytuje finan\u010dn\u00e9 pl\u00e1novanie pre klientov. Pomocou tohto finan\u010dn\u00e9ho pl\u00e1nu si klienti plnia svoje ciele, ktor\u00e9 si po\u010das cel\u00e9ho \u017eivota chc\u00fa dopria\u0165. Pon\u00fakame im mo\u017enos\u0165 prakticky spolupracova\u0165 so spolo\u010dnos\u0165ami, ktor\u00e9 s\u00fa zn\u00e1me po celom svete.Rob\u00ed firma Partners workshopy a podobn\u00e9 akcie? Spolo\u010dnos\u0165 organizuje po\u010das roka mnoho akci\u00ed, ako napr\u00edklad finan\u010dn\u00e9 olympi\u00e1dy pre \u0161tudentov, pre klientov zasa finan\u010dn\u00fa gramotnos\u0165 a r\u00f4zne welcome semin\u00e1re zameran\u00e9 pr\u00e1ve na zv\u00fd\u0161enie finan\u010dnej gramotnosti a obozn\u00e1menie sa s firmou. V r\u00e1mci na\u0161ej nad\u00e1cie kolegovia vzdel\u00e1vaj\u00fa na z\u00e1kladn\u00fdch, stredn\u00fdch aj vysok\u00fdch \u0161kol\u00e1ch. Sama som sa z\u00fa\u010dastnila napr\u00edklad investi\u010dnej hry, kde boli aj na\u0161i klienti a simulovali sme, ako to re\u00e1lne vyzer\u00e1 vo svete invest\u00edci\u00ed.                                                                                                                                                                                                                                                                                                                                                                                        4.6\/5 - (5 votes)        "},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Priate\u013e menom finan\u010dn\u00fd pl\u00e1n","item":"https:\/\/www.jvema.sk\/priatel-menom-financny-plan\/#breadcrumbitem"}]}]