'Financial Investment Commentary for Beginners in Investment Management' (Text Lecture) by a Securities Firm Specialist

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Learn the essentials from a true professional 💪

Essential Knowledge for Beginners in Investment 📖

In this lecture, we will provide detailed explanations of savings and investment products for each financial sector (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 their pros and cons are, and what the costs and taxes are for each product.

Considering the rigid and difficult connotations often associated with the word "finance," we've minimized the text and incorporated simple diagrams and charts to make it easier to understand. You can simply understand the content and implement the methods that best suit your individual needs and circumstances.

I've distilled my experience into a comprehensive guide, based on objective data, tailored to the needs of even the most novice investor . You'll no longer need to search YouTube or bookstores for financial advice.

I recommend this to these people 🙋‍♀️

beginner

Those 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 subscribed to.

King of Curiosity

Anyone curious about the sales methods and recommended products of financial planners at banks and securities companies/insurance companies.

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 at a securities firm for 13 years, I can clearly state 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 arise when using financial institutions.

• Added information about the sales practices and culture of some financial institutions and their employees.
• I'll explain this so that people with limited financial knowledge can avoid it or take advantage of it.
  
  

Expected Questions Q&A 💬

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
  • 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 recommendation advisory personnel (formerly securities investment consultants)
• Derivatives investment advisory staff (formerly futures trading consultants)
• (Discretionary) Investment Asset Management Company (formerly Financial Asset Management Company)
• fund investment consultant
• Real estate fund investment consultant
• Real estate investment asset management company
• Foreign exchange manager
• Investment asset management company