2022년 하반기 금융시장을 떠들썩하게 만든 사건들
금융트럭
2022년 하반기 국내 및 세계금융시장에 핵폭탄을 터트린 3가지 Big Issue (영국 파운드/국채 폭락사태, 레고랜드 PF ABCP사태, 흥국생명 신종자본증권 콜옵션 사태)에 대해 알려드려요.
초급
투자
'Financial investment lecture for beginners in financial technology' by a securities company employee
Learn about the basics and essential knowledge of financial products in the financial sector (banking/securities/insurance). Based on this, you will learn the know-how to apply to actual investments, and also learn about the unknown culture and reality within the financial sector.
What you will gain after the course
Basic and essential knowledge about financial products in the financial sector (banks/securities/insurance)
Analysis of the structure and profit generation principles of financial products and past rate of return
Analysis of the interests of financial institutions, employees, and customers
Financial knowledge that can be damaging if you are not aware of it or do not know it
Understand the need for asset management throughout life
Are you interested in investing and asset management?
Well then, let's start properly! 🔥
I'll explain the practical issues and questions you'll encounter when starting your financial investment/asset management journey: "This is the cause, this is the process, and this is the result so far."
Essential Knowledge for Beginners in Investment 📖
In this age of sudden poverty, the value of your hard-earned savings is eroding. With inflation expected to worsen, many people seem to feel a sense of crisis, compelled to take action. Many are also suffering the devastating consequences of ignorant investments.
For these individuals, we've created a course that explains popular financial products (banking, securities, and insurance) and helps them apply them to real-world situations. In this course, you'll learn essential financial product knowledge for asset management .
Special features of this course ✨
- Minimize text! We'll use diagrams to make it easier to understand .
- I will share my knowledge with a securities firm veteran with 13 years of experience, using objective data to explain things at a beginner's level.
- We share a wide range of knowledge, including securities products, banks, secondary financial institutions, and insurance company savings insurance.
- We will inform you about the business practices of financial institutions and conflicts of interest issues with customers that are difficult to know unless you are an insider.
I recommend this to these people 🙋
For those who know nothing about finance but want to learn the basics
People who don't know where to start studying even after reading books or watching YouTube
Those who want to expand their investment area or diversify their portfolio
For those wondering how much to trust what financial planners/asset managers say
After attending the lecture, you! 🪄
- Knowing the difference between nominal and real interest on savings allows you to determine which product is more advantageous .
- You will learn the basic concepts of stocks and be able to interpret various investment-related indicators and information .
- You will learn about bonds and be able to interpret the real economy through bond interest rates.
- Learn about pension savings, IRPs, and ISAs, and explore tax-saving strategies . You'll also be able to determine whether these products are truly tax-saving, based on your individual circumstances.
- You'll find out what insurance or fund product you signed up for last time. Then, you'll understand why the employee recommended it to you.
Learn things like this 📚
1) Investment motivation and long-term inflation
Consider the global phenomenon of long-term inflation and the transition from an era of savings to an era of investment.
2) Savings products
Learn about savings products from banks and other financial institutions.
3) Financial investment products
Learn about financial investment products
4) Tax-saving products
Learn about products (accounts) with tax benefits.
6) Insurance and financial management
Learn about savings insurance with investment features.
7) Financial institutions and their employees
Learn about the organizational culture and business practices of financial institutions.
Please note before registering for classes 📢
This course is a video lecture with the same content as the text lecture above. Please note this before registering.
Expected Questions Q&A 💬
Q. Is it possible to disclose the rate of return of the knowledge sharer?
We apologize. This information will not be disclosed. This book was written to provide basic financial investment knowledge. Please note that it is not a book on asset allocation or management.
Q. Do you have any strategies for increasing returns or saving taxes?
To maximize returns, it's helpful to understand the economic climate, product structure, and profit-generating principles. This book also includes information on changes to the tax system in 2023 and countermeasures.
Q. Is there any information on trading timing, chart analysis, etc.?
This content has been excluded due to potential misunderstanding. However, understanding the basic indicators related to interest rates and stock prices in the "Direct Investment (Stocks, Bonds)" section will be helpful in determining timing and appropriate stock prices.
Introducing the Knowledge Sharer ✒️
Career history
- Graduated from Kyunghee University, Department of Economics
- 2007~2009 (former) Daewoo Securities Sales Department
- 2010~2010 (Former) Daewoo Securities Gwanak Branch
- 2010~2014 (former) Daewoo Securities Overseas Product Department
- Overseas stocks and futures
- 2014~2015 (former) Daewoo Securities Smart Finance Department Planning Team
- Fintech Planning and Research Analysis Manager, Linked Credit (Affiliate Loan Manager)
- 2015~2017 (former) Daewoo Securities Smart Consulting Center Channel Team
- Responsible for promotion, recruitment, and training of the investment solicitation agent system
- Worked at Mirae Asset Daewoo Yeongdeungpo branch from 2017 to 2019
- Worked at Mirae Asset Daewoo Yeouido Branch from 2019 to 2020
Qualifications
- Securities investment advisory staff (formerly securities investment consultants)
- Derivatives Investment Advisor (formerly Futures Trading Consultant)
- (Discretionary) Investment Asset Management Company (formerly Financial Asset Management Company)
- Fund Investment Consultant (formerly Salesperson Competency Evaluation Test)
- Real estate fund investment consultant
- Real estate investment asset management company
- Foreign exchange manager
- Investment asset management company
Recommended for
these people
Who is this course right for?
People who have no knowledge of financial technology
Ignorant investor
Anyone who has been hurt by being deceived by a financial institution or employee
For those who want to invest with proper knowledge
Anyone who wants to learn about investment finance from someone with experience or qualifications
Need to know before starting?
If you can read Korean, hear, see, and do basic arithmetic, you will have no problem understanding it.
Curriculum
All
15 lectures ∙ (10hr 4min)
Published:
Last updated:
$38.50
investruck's other courses
Check out other courses by the instructor!
Similar courses
Explore other courses in the same field!
![프리랜서와 유튜버를 위한 [기초 세금 가이드]강의 썸네일](https://cdn.inflearn.com/public/courses/324857/course_cover/784e8eb0-e3a4-48c2-8583-c2a93d28c703/djm-tax.jpg?f=avif&w=420)
