Private asset management course

Private asset management course

Asset management consultation course

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60 min


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What to wear with this plan
Perfect for such people!
  • 売り手都合の金融商品案内は嫌な方
  • ご自身にとっての運用の「正解」を探したい方
  • セカンドオピニオンが欲しい方

Consultation schedule and contents

5 min本コースの概要、趣旨説明このコンサルティングコースの意義、目的などをお話させていただきます。
40 minヒアリング現状の資産状況、お持ちの金融商品を分析し、お客様の運用のゴールイメージを共有します。
10 min解決策についてのお話現状分析や、ゴールイメージの共有ができた段階で必要利回りを逆算して計算します。それに見合った金融商品とは例えば何があるのか、というおおまかな解決策をお伝えします。
5 min質疑応答ご質問などございましたらお答えできる範囲でお答えします。

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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