This is a basic financial management course that covers realistic asset management and investment methodologies for working professionals. It covers how to build a portfolio tailored to your own investment style through various financial products including ETFs, and how to build assets safely and steadily.
Understanding Financial Products Centered on ETFs
Index investing, dividend investing, quantitative investing, and various other investment methodologies
Investment Portfolio Management and Rebalancing
How to Use Retirement Pension and Personal Pension
Cash Flow Statement and Balance Sheet for Individual Investors
Realistic asset management for working professionals! 😎
Build your own investment strategy step by step.
Usually, lectures on 'how to make money' are typically given by people who have built long careers in the financial sector or those who have achieved great economic success. However, contrary to expectations, listening to these people's stories often doesn't help us much.
People who make safe deposits/savings and those who take risks investing in stocks are all anxious. Without systematic knowledge about which financial products to use or a big picture understanding of portfolio investment, you'll always feel uneasy even when making profits. Asset management is an area that requires both study and practice, and if you don't know, you're bound to feel anxious.
Is it necessary for all office workers to spend 3 hours a day reading corporate reports, studying accounting and financial statements, and following macroeconomic trends? How can we achieve sustainable investing that suits office workers without spending excessive time and effort? This course aims for effective asset management that ordinary office workers can realistically implement.
In this course, we comprehensively study knowledge about financial products and investments so that ordinary office workers can manage their own assets. We minimize difficult economic terminology and detailed corporate analysis, and instead discuss how to allocate assets according to individual investment tendencies and how to achieve alpha investing that can be effective while spending less time and effort. After taking the course, you will be able to concretely create your own investment strategy and portfolio.
An ordinary office worker
when starting to invest
at minimum should know
Essential
Financial Products and
Investment Methodologies You Must Know
Preparing for a specific future
based on numbers
with the right attitude
Please check!
We do not recommend
specific stocks or products
1) Understanding Financial Products
We introduce investment products that you should basically know for asset management and investment, including savings/time deposits, bonds, gold, commodities, REITs, stocks, funds, ETFs, etc.
2) Beta Investment
We examine the characteristics and specific methods of beta investment that pursues market returns. We explore investment methods that are not swayed by market fluctuations by utilizing index investing and asset allocation portfolios.
3) Alpha Investment
We examine the characteristics and specific methods of alpha investment that seeks excess returns compared to the market. We discuss specific strategies and cases of various investment methods, including dividend investing that many people misunderstand, quantitative investing that is surprisingly not difficult, and discretionary investment management that requires no attention.
4) Pension
Learn how to invest long-term while receiving tax benefits through personal pension and retirement pension accounts.
5) The 3 Elements of Asset Management
We examine the mindset and habits you need to have for effective asset management. You will learn how to utilize balance sheets and cash flow statements for personal asset management.
We provide
various templates for portfolio composition and asset management.
• Portfolio rebalancing template
• Personal financial statement template
• Other thematic ETF lists
Investing recklessly without any study is risky, but not investing at all is equally dangerous. Well-designed investments make time work in your favor, allowing you to expect stable returns while minimizing risk. Remember that if you don't study and prepare in advance, you'll eventually be forced to start investing unprepared!
This course may not make everyone wealthy, but I believe it can at least provide a good reference point on how to manage your own assets. If you set aside preconceptions and study step by step, you'll discover that managing assets doesn't require as much tremendous knowledge as you might think.
I wish for healthy investment and asset growth for all working professionals :)
Please refer to this before taking the course!
Who is this course right for?
Office worker wanting to gradually build assets
Office workers with insufficient savings and risky stock investments.
Office worker seeking effective investment methods.
Professionals who need a comprehensive understanding of asset management.
3,870
Learners
364
Reviews
110
Answers
4.9
Rating
2
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All
20 lectures ∙ (6hr 56min)
Course Materials:
All
99 reviews
4.8
99 reviews
Reviews 1
∙
Average Rating 5.0
5
I am an office worker who thought that only rich people with money could manage assets. I was embarrassed while listening to the lecture because I thought, “Oh, really, I didn’t know this much.” From very basic financial knowledge to investment for asset management, the information was calmly explained within a reliable range, so I felt like I should repeat it over and over again like a bible. I am excited to quickly create a pension savings fund and organize a portfolio. Thank you for the great lecture ^^
Thank you for the review~ I think the most important thing in investing is consistency. Don't be overly excited or depressed by short-term results, but invest by gradually accumulating the 'period' and 'investment funds'. Please recommend it to your friends too~
Reviews 1
∙
Average Rating 5.0
5
I heard stories of friends around me making money through stocks, but when I actually tried to do it myself, I was at a loss. After listening to this lecture, I think I know how to invest in the future. It is a beginner-friendly lecture. The part explaining pensions in particular was very helpful. Thank you!
Thank you for the review! I organized it based on things I was curious about when I was a beginner, so I hope it will be helpful to those in a similar situation. ㅎㅎ
Reviews 1
∙
Average Rating 5.0
5
This is the best lecture to use as a starting point for asset management for office workers. I have been putting off systematic asset management with the excuse that I am busy and it is difficult as a new member of society. Even though there is a lot of information on the Internet when I try to study financial technology, it is not easy because of the non-neutral and fragmented knowledge. However, Mr. Yang Seung-hwa explains the basics of asset management in a neutral and thorough manner, like a family member who provides financial education at the dinner table. I realized that "it is really a mindset issue" and was able to gain a direction for future study and practice after listening to the lecture. Thank you for creating a lecture that fits the title of "Asset Management 101 for Office Workers" perfectly. I am learning and gaining a lot :)
I also agree with what you said about 'non-neutral and fragmented knowledge'. Information is often scattered here and there, and there are often cases where some 'intention' is cleverly hidden. In particular, economic/financial videos that you see on YouTube are often less helpful than helpful. Thank you for sympathizing with the purpose of the lecture and leaving a sincere review. Please recommend it to your friends and juniors who have similar concerns~
Reviews 2
∙
Average Rating 5.0
5
It was a very useful and helpful course that I would like to take again. Thank you to the author for creating such a great course.
You can take the course unlimitedly, so you can listen to it again whenever you want. ^^ Thank you for the review~
Reviews 1
∙
Average Rating 5.0
5
I liked that you explained the methods that can be used from the beginning from the perspective of a working person, focusing on the key points. In particular, for me who had been investing mainly in domestic stocks, it was a good lecture that made me think about asset allocation methods using foreign stocks, and I think the various reference sites you mentioned will be of great help in the future.
Thank you for leaving a review~ I also started with domestic stocks, but now I have more overseas stocks. ^^ I hope you will refer to the various sites I introduced and solidify your own investment method.
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