'Financial Investment Commentary for Beginners in Investment Management' (Text Lecture) by a Securities Firm Specialist
Financial sector (bank/securities/insurance) savings and investment product structure and profit generation principles explanation and usage analysis The first commentary book for beginners in financial technology and those who want to properly manage their assets
This course is prepared for Beginners.
What you will learn!
Understanding of savings and investment products in the financial sector (banks/securities/insurance)
How to use financial institutions and tips for using financial products
Are you tired of advertising-based financial information?
Learn only the essentials from real professionals 💪
Essential knowledge for beginners in financial technology 📖
In this lecture, we will provide detailed explanations of savings and investment products for each financial industry (banking/securities/insurance).
You can learn essential knowledge about financial products for asset management, such as what products are available for each industry, how they generate profits, what the pros and cons are, and what the costs and taxes are for each product.
Considering the stiff and difficult atmosphere that the word 'finance' gives off, we minimized the text and made it easy to understand with pictures and simple diagrams. You can understand the content and implement the method that suits you according to your own personality and situation.
I have written this based on objective data and my own experiences, tailored to the level of beginners who know nothing. In the future, you will no longer have to wander around YouTube or bookstores to find financial technology knowledge.
📢 Learn this! Three-line summary
- You will learn about the products available in each financial sector.
- Learn the pros and cons of direct and indirect investment .
- Learn how financial institutions' business practices affect your investment performance .
I recommend this to these people 🙋♀️
beginner
People who want to start investing or managing assets but feel lost due to lack of related knowledge
Full of worries
People who are worried because they do not know much about the financial products or investments they have signed up for
King of Curiosity
People who are curious about PB/insurance financial planners of banks and securities, their sales methods, and the products they mainly recommend
Lecture Features ✨
1) I will give you some practical tips on how to apply the knowledge you learned in class.
- As someone who has worked in a securities firm for 13 years, I want to make it clear that I am different from the unverified content that is rampant in the market or the sales-oriented content from people who are not from the industry.
2) I will analyze and inform you of external variables that occur when using financial institutions.
- Added information about the sales practices and culture of some financial institutions and their employees.
- I'll let people who lack financial knowledge know how to avoid or take advantage of this.
📢 Things to note before taking the class
- There are no financial product or stock recommendations.
- I would like to inform you in advance that I cannot provide you with a recommendation even if you ask for one.
- It does not cover anything related to 'chart analysis'.
- Among the lecture contents, the insurance financial products are limited to ‘savings insurance’ products.
- Since the purpose of the lecture is financial products related to savings and investment, the content on ‘guaranteed insurance’ was excluded.
This lecture is a text lecture with the same content as the video lecture above. Please refer to it before registering for the course.
Expected Questions Q&A 💬
Q. Can the rate of return of the knowledge sharer be disclosed?
Sorry, we will not disclose it. This book was written for the purpose of conveying basic knowledge of financial investment. Please be informed that it is not a book on asset allocation and management.
Q. Do you have any strategies for increasing profitability or tax savings?
In order to increase your profitability, it will be helpful to know the economic situation, the structure of the product, and the principle of profit generation. It also includes information on changes to the tax system that will change in 2023 and countermeasures.
Q. Is there any information on trading timing, chart analysis, etc.?
This content has been excluded because it can be misleading. However, if you understand the basic indicators related to interest rates and stock prices in the 'Direct Investment (Stocks, Bonds)' section, it will be helpful in determining timing and appropriate stock prices.
Introducing the knowledge sharer ✒️
History
- 2007~2009 (Former) Daewoo Securities Sales Department
- 2010~2010 (Former) Daewoo Securities Gwanak Branch
- 2010~2014 (Former) Daewoo Securities Overseas Product Department
- In charge of overseas stocks and overseas futures
- 2014~2015 (former) Daewoo Securities Smart Finance Department Planning Team
- Fintech Planning and Research Analysis Manager, Linked Credit (Partnership Loan Manager)
- 2015~2017 (Former) Daewoo Securities Smart Consulting Center Channel Team
- Responsible for promotion, recruitment and education of the investment solicitation agency system
- 2017~2019 Mirae Asset Daewoo Yeongdeungpo Branch
- 2019~2020 Mirae Asset Daewoo Yeouido Branch
Qualifications
- Securities investment recommendation advisory personnel (formerly securities investment consultant)
- Derivative investment recommendation advisory staff (formerly futures trading consultant)
- (Delegated) Investment Asset Management Company (formerly Financial Asset Management Company)
- Fund Investment Advisor
- 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?
For those who are new to investing, hungry, or don't know anything about finance
For those who want to learn asset management from the basics
Need to know before starting?
Anyone who can read Korean and do basic arithmetic can easily see this.
Curriculum
All
17 lectures