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Asset Management 101 for Office Workers

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.

(4.8) 97 reviews

708 learners

  • leoyang
월배당etf
배당
etf
Financial Technology
Investment
Economics

Reviews from Early Learners

What you will gain after the course

  • 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.

[Course Renewal Notice]

In June 2025, the asset management course for working professionals was completely renewed. The main updated sections are as follows:

  • Content on dividend investing has been supplemented, and a section covering covered calls has been added.
  • How to wisely use leverage in investing and introduction to related products have been added.
  • I have supplemented the content on real estate investment decision-making and the components of loan interest rates.
  • Multiple reference books that can be used for investment study have been updated.
  • Portfolio rebalancing template and personal investor balance sheet/income statement template have been updated.

🌱 Asset Management 101 for Ordinary Office Workers

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.

  • There are many people who have tremendous abilities or have been blessed with tremendous luck.
  • Ordinary people can't follow that process exactly. It's impossible to replicate.
  • For these people, it's not about accumulating money, but rather protecting what they have is more important.
  • A portfolio suitable for wealthy individuals is completely different from a portfolio suitable for working professionals.


🎯 I feel anxious whether I invest or not.

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.


🙌 Goals of Asset Management for Working Professionals

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.

  • Based on numbers, you need to be able to predict and prepare for a very specific future.
  • It should be at a level that is achievable for working professionals.
  • You must not let too much of the precious resource called 'time' be taken away from you.
  • You should be able to invest with peace of mind and sometimes even enjoyment.

🙋🏻‍♂️ What we study in this course

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.

Topics Covered

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

Main Curriculum

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.

Provides various asset management templates

We provide
various templates for portfolio composition and asset management.

• Portfolio rebalancing template
• Personal financial statement template
• Other thematic ETF lists


🌈 For safe and enjoyable investing

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 :)


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Please refer to this before taking the course!

  • This course does not provide answers to questions. It is a course designed to establish a starting point for asset management, and I recommend that you gradually study by finding methods that suit you. 😀 Please keep this in mind.

Recommended for
these people

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.

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http://leoyang.oopy.io

Curriculum

All

20 lectures ∙ (6hr 56min)

Course Materials:

Lecture resources
Published: 
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Reviews

All

97 reviews

4.8

97 reviews

  • cej0330님의 프로필 이미지
    cej0330

    Reviews 1

    Average Rating 5.0

    5

    100% enrolled

    자산관리는 돈 있는 부자들만 한다고 생각했던 직장인입니다. 아 정말 이정도로 몰랐나 싶을만큼 강의를 들으며 부끄럽기도 했습니다. 금융의 아주 기초적인 지식부터 자산관리를 위한 투자까지, 믿을 수 있는 범위 내에서의 정보를 차분히 설명해 주셔서 바이블처럼 몇번이고 반복해야겠다는 생각이 들었습니다. 얼른 연금저축펀드 만들고, 포트폴리오를 짜야겠다는 생각이 뿜뿜합니다. 좋은 강의 감사합니다 ^^

    • 양승화
      Instructor

      후기 감사합니다~ 투자에 있어서 제일 중요한 건 꾸준함인 것 같아요. 단기간의 성과에 일희일비하지 말고 '기간'과 '투자금'을 차곡차곡 적립하는 투자를 하시면 좋겠네요. 주변 친구들에게도 많이 추천해주세요~

  • Stella님의 프로필 이미지
    Stella

    Reviews 1

    Average Rating 5.0

    5

    78% enrolled

    주변에 주식으로 돈 벌었다는 친구 이야기를 들으면서도 막상 제가 해보려니까 너무 막막했는데, 이 강의 듣고 나니깐 앞으로 어떤 식으로 투자를 해야하는지 알 것 같아요. 초보자에게 친절한 강의입니다. 특히 연금 설명해주신 부분은 큰 도움이 되었습니다. 감사합니다!

    • 양승화
      Instructor

      후기 감사합니다! 제가 초보 때 궁금해하던 것들 위주로 정리했는데, 비슷한 입장인 분들께 도움이 되셨으면 좋겠네요 ㅎㅎ

  • 기숙사분류모자님의 프로필 이미지
    기숙사분류모자

    Reviews 1

    Average Rating 5.0

    5

    100% enrolled

    직장인 자산관리의 출발점으로 삼기에 최고의 강의입니다. 사회초년생이라서 바쁘고 어렵다는 핑계로 체계적인 자산 관리를 미뤄왔는데요. 재테크 공부를 해보려해도 인터넷에 정보는 참 많은데, 비중립적이고 파편화된 지식들 때문에 쉽지가 않더라구요. 그런데 양승화님께서는 밥상머리에서 금융교육을 해주는 가족처럼, 중립적이면서 꼼꼼하게 자산관리의 기본을 잘 설명해주세요. "정말 마인드셋의 문제구나"하는 깨달음과, 강의를 듣고 나서 앞으로 공부하고 실천할 방향성을 얻을 수 있었습니다. <직장인을 위한 자산관리 101>라는 타이틀이 찰떡같이 어울리는 강의를 제작해주셔서 감사드립니다. 많이 배우고 얻어갑니다 :)

    • 양승화
      Instructor

      '비중립적이고 파편화된 지식'이라고 표현하신 부분에 저도 적극 공감해요. 정보가 여기저기 너무 흩어져 있기도 하고, 어떠한 '의도'가 교묘하게 숨겨진 경우가 많죠. 특히나 유튜브 등을 통해서 보게 되는 경제/금융 영상들은 도움이 되는 경우보다 그렇지 않은 경우가 많더라구요. 강의 제작 취지에 공감해주시고, 정성스럽게 후기도 남겨주셔서 감사합니다. 주변에 비슷한 고민을 하는 친구나 후배들에게도 많이 추천해주세요~

  • gidtnr01님의 프로필 이미지
    gidtnr01

    Reviews 2

    Average Rating 5.0

    5

    100% enrolled

    재수강하고싶을정도로 유익하고 도움이 될만한 교육이었습니다 좋은강의를 만들어주신 작성자님 감사합니다

    • 양승화
      Instructor

      무제한 수강 가능하니, 필요하실 때 언제든 다시 들으셔도 됩니다. ^^ 후기 감사합니다~

  • realaroa님의 프로필 이미지
    realaroa

    Reviews 1

    Average Rating 5.0

    5

    100% enrolled

    직장인 관점에서 시작부터 할 수 있는 방법들을 실마리 중심으로 설명해주셔서 좋았습니다. 특히나, 국내주식 중심으로 투자하던 제게는 해외주식을 활용한 자산배분 방법을 고민하게 해준 좋았던 강의였고, 곳곳에 알려주신 여러 참고 사이트가 앞으로 큰 도움이 될 것 같습니다.

    • 양승화
      Instructor

      후기 남겨주셔서 감사합니다~ 저도 처음에는 국내주식부터 하나씩 시작했지만, 지금은 해외주식 비중이 더 많아졌어요. ^^ 소개해 드린 여러 사이트 참고하셔서 자신만의 투자 방법을 단단하게 만들어가시길 기대합니다.

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