Asset management consultation course

Asset management consultation course

Asset management consultation desk

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60 min


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What to wear with this plan
Perfect for such people!
  • 資産運用や資産形成を始めたいが、何から手をつけていいか分からない
  • 現状保有している投資不動産や投資信託を持ち続けていいか分からない
  • どの程度リスクをとっても大丈夫かの目安が分からない。

Consultation schedule and contents

5 min挨拶、自己紹介、方針の説明簡単な自己紹介と、マネシルの理念、私のFPとしてのスタンス、基本方針をお話させていただきます。
40 minヒアリングこちらからのご質問を交えながらご相談内容を深くお伺いします。
10 min解決策の提示、アドバイスお伺いしたご相談内容を基に次のアクション、アドバイスをいたします。
5 min質疑応答ご質問がございましたら可能な範囲内でお答えします。

Reservation availability

Application period: 2023, 2月 05

It is possible to reserve a date 1 days from today.

availableAvailable Seats
Recommended in these situations
FP schedule is not available, but you want to consult.
You want to decide the reservation date
In this way, you can request your desired date and time.
  • Please note that the request only informs the FP of the desired date and time, and does not confirm the reservation.
  • The desired date and time is 3 days from today and up to 1 month later.
  • If you have any inquiries in advance, please write in the comment section (up to 200 characters).
  • Please note that FP cannot answer any questions or inquiries other than consultation.
  • FP will get back to you within 24 hours. If you do not receive a reply after 24 hours, please contact us at the following.
MoneyCil Customer Support




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