Check out what classmates have to say!
How much financial knowledge do you know?
Below are most of the stories I have met through numerous lectures and consulting.
Aren't you one of the following?
[Case 1] ๐ฅ
In the 5th year of joining the company, I first discovered that my retirement pension was 100% deposit, and the pension savings insurance I paid for 10 years to get a tax credit is still not enough of the principal amount!
As a result, it seems obvious that they will become poor safely rather than preparing for old age, but they are busy working, but what are others doing?
[Case 2] ๐จ
I had to save money, get married, and buy a house, but everyone had stocks and funds, so I didn't know, but I followed along.
However, even though I'm afraid of negative profits, I feel like I'm a fool because I only want to save money and make a deposit at a bank.
I want to change something in a good way, but it's too complicated and difficult, and I feel like it would go wrong if I touched it.. Am I the only one?
[Case 3] ๐ญ
I signed up for it because it was a savings product, but as it turned out, it was life insurance, and I didn't know exactly what the insurance product my parents ordered me to sign up for, and even if I wanted to cancel it because I was burdened with insurance costs, the damage was huge..
However, if I don't have insurance, I'm a little uneasy, but how should I try my hand at it?
After gaining basic financial knowledge
Assets must be effectively called out
Everyone wants to choose an effective way to save and invest, and an appropriate financial product, but it's difficult to make it their own in the midst of an overflow of information, and they know the need, but it's just bothersome and procrastination.
Profit generation and financial technology for additional income are also necessary, but there are essential items that employees must pack.
However, financial technology is too difficult and vague! The problem is a lack of fundamentals and basic skills.
In order to develop the basics of your financial knowledge, I have selected only the essentials that many people are most curious about, and that you must know, and included them in this class.
Hello, I'm CFP Moon Chan-hyun
As a financial planner in the 19th year, I have been mainly engaged in personal financial consulting, and I am conducting regular financial training and consulting for employees at Samsung Electronics, Hanwha, Hyundai, Lotte, POSCO, and Jeju Special Autonomous Region.
Furthermore, since 2015, we have been conducting regular financial school with employees of Naver and Kakao.
As I have been consulting and educating employees who meet in the field, I have accumulated data on what is most necessary and important for them.
Now I want to share that know-how with my classmates.
If any of the following apply
I recommend this class
- Those who don't like the special monthly savings products
- Those who have only tried savings and deposits
- Those who only sign up for top yield funds and funds recommended by banks
- Those who pay insurance premiums but don't know the details
- People who don't understand retirement pensions and are 100% in their deposits
- Those who still save their pension through an insurance company
- Those who have never heard of IRP or pension savings
- Those who are not good at managing accounts or managing expenses
- Those who are confused and difficult even when studying year-end settlement every year
Escaping from the Financial League
To be able to manage my assets efficiently
STEP 1. Basic financial knowledge and product selection suited to the purpose
We'll show you how to choose financial products that suit your investment period and propensity, and how to avoid bad financial products.
STEP 2. Fund investments that are better than stocks
We release a lot of know-how to raise seed money with bond funds and equity funds that are better than deposit funds.
STEP 3. ETF investing is easy to understand
We will teach you the basics of ETFs and how to use various ETF products for investment.
STEP 4. Complete conquest of year-end settlement
Did you know that you can get a refund of 120,000 won from the year-end settlement even if you change only the policyholder?
We will teach you year-end settlement skills that grasp the basic concepts of tax and are easily accessible.
STEP 5. Establishing an optimal pension plan with a three-tier pension system
I will show you how to increase the yield of pension savings insurance by 5 times and the yield of retirement pensions by 10 times.
STEP 6. Choosing the right insurance, even though it's cheap
My money's home insurance! From tips on how to sign up for the best value for money, we'll show you how to master insurance policies that look similar but have big differences.
STEP 7. Financial fraud prevention and consumer protection
I will tell you how to protect my family's wallet through similar reception and multi-level financial damage prevention.
Moon Chan-hyun CFP 1:1 Customized Financial Design Coaching Ticket (1 time)
- This coaching ticket is limited to one time and is a pre-assignment If you send me the [Financial Status Summary Form] Provides personalized financial design feedback on a 1:1 basis. If you have additional questions, you can ask up to 2 questions.
- Feedback is provided as an example below. However, optional feedback is possible depending on the information you send.
- Analysis and evaluation of the overall financial situation to see if it is in line with one's financial goals
- Focused consultation on your own key questions and improvements
- Proposals for improvement measures for short-term fund management
- Analysis and evaluation of pension assets and tax savings plan optimization consultation
- Consultation on investment portfolios such as retirement pensions and personal pensions
- Analytical opinions and Q/A on the insured insurance products
- Assess the adequacy of debt and cash flows and derive improvement measures
โป When using a coaching ticket โป
โข Click [My Classes] on the Class101 web or app.
โข Go to [My Class], go to [Coaching Ticket Mission] and click [Get Coaching].
โข In [Write a post]Financial Status Summary Form' Send us your files and questions.
โข Coaching tickets will be prepared sequentially according to the order in which questions are received.
โข It depends on the content of the question, but we will respond within 7 days.
โข The coaching ticket can be used for 20 weeks from the date of purchase.
โข If not used within the period, no refund will be given.
๐ฉ Coaching tickets are subject to some changes, and we will be fully informed when they change.
Curriculum
Creator
CFP Moon Chan-hyun
Hello, I'm Moon Chan-hyeon, CFP.
I have been working as a financial planner for the 19th year.
โ Link to an international certified financial planner
https://www.fpsbkorea.org/?mnu_usn=341
I'm not actually a professional instructor.
It's just a person who meets, consults, and works with customers every day in the field.
As time passed, they organized what they wanted, needed, and important things, and gave lectures.
Now I want to share that know-how with my classmates.
I hope that all of you living in the financial era, such as stocks, real estate, and virtual assets, do not lose sight of the basics.
In addition, I will help you set the financial direction for asset growth after establishing the basics through lifelong financial planning.
I hope that all of you living in the financial era, such as stocks, real estate, and virtual assets, do not lose sight of the basics.
You can't get what you need for a long life through adventure.
I would like to do financial technology for asset growth after establishing the basics through lifelong financial planning.