Lecturer Introduction | Club Tourism Life Planning Seminar

・CFP® certified
・Level 1 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Securities Salesperson Qualification Type 1
・Independent Financial Advisor (IFA)
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Money lending business manager

The company has over 1,000 individual and corporate clients across the country.
He also provides individual consultations and lectures on topics such as investment, housing, insurance, inheritance, taxes, and life planning.
The starting point of my studies was a sense of crisis that "if I don't acquire financial literacy, my future will be uncertain."
It has been very well received, with people saying, "The careful explanations are easy to understand and take the listener's perspective into consideration!"

・CFP® certified
・Level 1 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Securities Salesperson Qualification Type 1
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)

After working in social security procedures at her workplace and at a major life insurance company, she is now working as a financial planner. With experience in creating custom financial plans for her clients, she has a good reputation for creating money plans and resolving problems that suit each individual, regardless of whether they are a family or single.

・Level 2 Financial Planning Technician

Born in Kobe, Hyogo Prefecture. After getting married and giving birth, she started working at a law firm. Law firms receive many consultations about money, and most of these problems can be solved before they occur... She changed jobs to reduce these problems.
As an independent financial planner not affiliated with any financial institution, he is well known for his neutral, fair, and thoughtful consulting.

・Level 2 Financial Planning Technician
・Nissho Bookkeeping Level 2

While working for a major tax accounting firm, he acted as a tax advisor for a wide range of industries, including general, medical, and public interest corporations. He was often asked for advice on money in both his personal and professional life, so he decided to become a financial planner.
I provide advice to people with any financial worries they may have, with the hope of being a planner who can provide compassionate support.
Her hobbies are making hair ties for children, checking event information that can be enjoyed with children, and scuba diving.

・Level 2 Financial Planning Technician

I have 14 years of experience in the financial industry. As a financial planner, I help people I work with to achieve their dreams and goals in life.
We will work with you to think through issues related to money that may be difficult to study on your own, as well as the taxes and insurance that have a major impact on that money, from your perspective.

・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Level 2 DC Planner (Comprehensive Corporate Pension Planner)
・Mortgage advisor
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)

He has provided financial planning advice and lectured at seminars for members of major mail-order companies and credit card companies, with over 2,000 participants.
We are well known for our ability to explain complex and difficult-to-understand financial products such as social security systems, asset management, and life insurance in an easy-to-understand manner without using technical jargon.

・AFP (Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・Life Consultant (Life Insurance Association Certified Financial Planner)
・Securities type 2 salesperson qualification

After working for a life insurance company, he went independent. As a financial planner, he lectures at more than 100 seminars a year, explaining insurance in an easy-to-understand manner to more than 1,000 participants. His seminars, which are fun and full of specific stories, are very popular and well-received. He is a popular lecturer with many repeat attendees.

・CFP® certified
・Level 1 Financial Planning Technician
・Securities type 2 salesperson qualification

She has been a consultant for 19 years. She is active mainly in consulting for housewives and career women on matters such as reviewing personal finances and future planning, as well as inheritance and asset formation for the wealthy. She excels at consulting from the perspective of the client on future planning, asset management, and household management that are tailored to the individual lifestyles of women who balance their work and family lives.

・Level 2 Financial Planning Technician
・Real estate agent
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・End of Life Counselor

After graduating from university, she got a job at a major recruitment company. After struggling with money and insurance issues during the 2008 Lehman Shock and her father's cancer, she became certified as a financial planner.
With the desire to ensure that those who are fortunate enough to have the opportunity do not lose out, he is currently working on seminars and providing approximately 300 individual consultations per year.

・Pension Advisor Level 2
・Public insurance advisor
・Total Life Consultant (Life Insurance Association Certified Financial Planner)

A pension advisor from Akita Prefecture. He has been involved in all things related to pensions for 14 years at the implementing agency for employees' pension insurance and mutual aid pensions (Local Government Employees' Mutual Aid Association). He has a variety of social insurance skills cultivated through practical work on old-age pensions, survivor pensions, disability pensions, and health insurance. He will explain the current situation, issues, and solutions for "your pension" in an easy-to-understand manner without using technical terms.

・Level 2 Financial Planning Technician
・Senior Life Consultant (Life Insurance Association Certified Financial Planner)

After graduating from a performing arts vocational school, he moved to an insurance agency. After working as an insurance consultant, he is now a seminar instructor.
Customer satisfaction has been high, with comments such as "It's easy to understand" and "It made sense to me right away."

・Level 2 Financial Planning Technician Level 2
・Securities Salesperson Qualification Type 1

After retiring from Mitsubishi UFJ Bank where she had worked for 15 years, she became a financial planner. Currently raising two children, ages 2 and 9.
Based on her own experience of working while raising children and struggling with household finances, she wants to impart correct financial knowledge to women who don't have the time or space to study about money, and is currently holding seminars and lectures at public institutions around the country.
It is popular for its easy-to-understand instructions for starting savings, even for beginners, and asset management that even busy people can continue.

・Life Consultant (Life Insurance Association Certified Financial Planner)

He has lived in the U.S. for seven years, including after graduating from university. In Japan, he worked for domestic and foreign life insurance companies and a foreign law office.
Drawing on his unique and wide-ranging experience living abroad and working at a law firm, he provides consulting services to a wide variety of clients, from individuals to corporations, including both Japanese and foreigners.

・Level 2 Financial Planning Technician
・AFP (certified by the Japan Association of Financial Planners)
・Retirement Appraiser®
・Care worker

After taking care of her grandmother, she obtained a care worker qualification and later worked for a foreign insurance company, and is currently working as a financial planner.
He is well-known for his personalized consulting, and his seminars are well-received for his clear and detailed explanations of even difficult content.

・Level 2 Financial Planning Technician
・Securities type 2 salesperson qualification
・Investment Consultant®

After working for a housing manufacturer and a marriage information service, she got married to a foreigner and became a full-time housewife before working for a megabank.
After that, she worked as a seminar lecturer in the financial planning department of a major life insurance company's headquarters and also participated in supervising a women's magazine.
Through consulting for a wide range of generations, she supports women who want to shine.
He enjoys everything from music, comedy, art, movies and dramas to sports, and pursues the aesthetics of life through his insight and trivia!

・AFP (certified by the Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・Securities Salesperson Qualification Type 1
・End of life care planner
・Residential Storage Specialist (NPO Housekeeping Association)

After working at Nomura Securities, he became a financial planner. He gives talks at money seminars sponsored by various newspapers and companies.
The seminars, which cover topics ranging from finance that is easy for beginners to understand to the latest industry information, are always popular.
So that people can think, "I can do it right now," or "Anyone can do it." Turning "difficult to understand" into "easy to understand."
And we'll help you decide for yourself.

・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Securities Salesperson Qualification Type 1

After working in the sales and education departments of a major life insurance company's headquarters for 16 years, he became independent as a financial planner.
Currently, he works as a seminar instructor, providing consultation on topics such as household finances, mortgages, asset management, and inheritance to over 100 households per year.
The service is particularly popular with women due to its considerate approach to those seeking advice.

・AFP (certified by the Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・End of Life Counselor
・Choice Theory Psychology Counselor
・Mortgage advisor

After working in sales and as a manager for a foreign life insurance company, he went independent and became a full-time family doctor for household finances and a life planning expert.
He serves as an advisor and executive officer for several companies and currently holds seminars and consultations at affiliated companies.
He has the special skill of becoming close to people in 30 seconds, and his life plan consultations are well-received for his clear explanations and friendliness that is hard to imagine given his appearance.

・Level 2 Financial Planning Technician
・Securities type 2 salesperson qualification

In Jul. 1994, we opened an agency for a foreign insurance company.
When my child was 1 year old, I started caring for my mother and experienced many things financially and mentally, especially the importance of insurance. In order to share those experiences, I obtained a FP qualification.
We also regularly hold "Easy Money Lessons for Women."
My hobby is watching musicals and I am a big fan of the Shiki Theatre Company.

・AFP (certified by the Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・NPO Japan Management Association Management Consultant

He left the trust bank in 2014 and became independent as a financial planner, providing more than 100 consultations per year.
The topics cover a wide range of topics, including household management, home loans, asset management, inheritance and business succession.
Recently, in addition to individuals, we have received many enquiries from business managers about inheritance, business succession, family trusts and the like, and we strive to provide careful, tailored support to each client.

・CFP® certified
・Level 1 Financial Planning Technician
・Securities type 2 salesperson qualification
・Real estate agent
・Certified Real Estate Consulting Master

He was headhunted from a major real estate company to a foreign financial institution. Using his experience in real estate and financial institutions, he is active throughout the country as a lecturer for sales training and life planning seminars at listed companies and government agencies. He also actively provides inheritance planning for individuals, asset formation consulting, financial and sales advisory for companies, and inheritance and business succession consulting.

・AFP (certified by the Japan Association of Financial Planners)
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Plan Smart certified instructor
・High school teacher license (civics)
・Type 2 Information Processing Engineer
・Nissho Bookkeeping Level 2

After working for an investment financial institution, he moved to a foreign insurance company.
A specialized instructor from a financial education program of a major foreign insurance company that has cleared strict standards will guide you through your future financial plans. Plan Smart is a financial program that was launched in the United States in 2007 for the purpose of employee welfare, and is now used by over 2,000 companies.

・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Mortgage advisor

After graduating from a university in the United States, he built his career in a manufacturer and trading company before moving to a major domestic insurance company and working as a lecturer at seminars on money and mortgages.
Currently, as a financial planner at the company he is affiliated with, he provides individual consultations to a wide range of people, both corporations and individuals. He is a popular lecturer, even for those who have no knowledge of money, as his explanations are easy to understand.
In her private life, she is a mother of two children, and her daily theme is how to find ways to have more time and money in her hectic life, both now and in the future.

・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Mortgage advisor

He works hard every day in the field to improve the financial literacy of Japanese people and to create a world where as many people as possible are not in financial trouble. (He has referred more than 10,000 people for consultation.)
His hobbies include inflation-proof asset management, triathlons, and mountain climbing.
In this era of 100-year lifespans, we are here to help you resolve any dissatisfaction, inconvenience, or questions you may have!

・AFP (certified by the Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・Senior Life Consultant (Life Insurance Association Certified Financial Planner)
・Securities type 2 salesperson qualification
・Mortgage advisor
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)

With her wealth of experience and qualifications, her gentle personality, her soft voice that soothes the hearts of her customers, her seminars that are often praised as easy to understand, and her advice during individual consultations from a variety of perspectives, she has been particularly well-received by women of her generation.
His hands-off asset management system is popular with customers who are new to investing. He is also known as a financial planner who has a high level of satisfaction after consultations.

・AFP (certified by the Japan Association of Financial Planners)
・Private Banking Coordinator
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Master of mortgage refinancing
・Public insurance advisor

Born in Saitama Prefecture, she is the mother of one child (a boy). After working in apparel sales, accounting, and general affairs, she started her own business as an NLP coaching trainer. While she was holding seminars across the country, a family member was diagnosed with cancer. To help her family fight the disease, she took a permanent position at a life insurance company, where she served as a director, before transferring to her current company where she is still active.
As his family members are certified public accountants and tax accountants, he is learning and utilizing more specialized knowledge while putting the customer first and conducting over 200 interviews a year.

・CFP® certified
・Level 1 Financial Planning Technician

Representative of the professional investment group "Team M." A popular financial planner who holds seminars all over the country.
The seminars, which talk about economics and investment in an easy-to-understand, fun way and provide specific practical methods, are popular with a wide range of people, from complete beginners to those who have been investing extensively, regardless of age or gender! Individual consultations are also well-known for the careful advice you can receive.

・Level 2 Financial Planning Technician
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Nissho Bookkeeping Level 2
・Beginner System Administrator

After working as a secretary to a member of the House of Representatives and at a management consulting company, she gained experience in financial consulting for corporations and individuals at a major life insurance company. She is currently active as an independent financial planner who is not affiliated with a financial institution. She has ample experience as a lecturer at money seminars and inheritance seminars, and is highly regarded for her easy-to-understand lectures.

・Level 3 Financial Planning Technician
・Securities type 2 salesperson qualification
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Mortgage advisor
[Handling agency] Life Plaza Partners Co., Ltd.

After working for an automobile company, he joined a life insurance company. He served as a special sales manager with a focus on consulting and as a director of the training center for subordinate development. He then opened a financial planning office. He is working to popularize consulting services and money seminars. He provides consulting to a wide range of generations, helping them solve problems together.
My hobby is watching soccer (at the stadium or on TV on weekends).

・CFP® certified
・Level 1 Financial Planning Technician

For about 15 years now, I have been involved in providing financial education to students who will soon be entering the workforce.
Using this experience, I speak about the financial knowledge necessary for the coming age through seminars and books, with the keyword being "self-help."
The main consultation services include creating senior life plans (for more than 50 households per year), inheritance and business succession, insurance and tax matters, etc.

・AFP (certified by the Japan Association of Financial Planners)
・Level 2 Financial Planning Technician
・Total Life Consultant (Life Insurance Association Certified Financial Planner)
・Inheritance diagnostician (certified by the Inheritance Diagnostic Association)
・Senior Life Counselor Advanced
・Housing Sales Specialist (Assistant)

After graduating from university, he worked for a trading company and a foreign financial company before becoming a financial planner.
He is currently active as a financial consultant, holding seminars and individual consultations.
We conduct risk management seminars for various industries through life insurance and non-life insurance.
Hobbies: Watching movies, reading, theater, classical ballet, etc.