{"id":9426,"date":"2022-07-15T17:28:51","date_gmt":"2022-07-15T08:28:51","guid":{"rendered":"https:\/\/www.kotora.jp\/c\/?p=9426"},"modified":"2024-07-17T15:21:48","modified_gmt":"2024-07-17T06:21:48","slug":"ifa","status":"publish","type":"post","link":"https:\/\/www.kotora.jp/c\/ifa\/","title":{"rendered":"IFA\u3068\u306f\uff1f\u8a3c\u5238\u30ea\u30c6\u30fc\u30eb\u3067\u306e\u7d4c\u9a13\u3092\u6d3b\u304b\u3059\u8ee2\u8077"},"content":{"rendered":"\n

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IFA\u3068\u306f<\/h2>\n\n\n\n

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FP\u3068\u306e\u9055\u3044<\/h3>\n\n\n\n

IFA\u3068\u540c\u3058\u304f\u8cc7\u7523\u5f62\u6210\u306e\u30b3\u30f3\u30b5\u30bf\u30f3\u30c8\u3068\u3057\u3066FP\uff08Financial Planner\uff09\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

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\u3069\u3046\u3059\u308c\u3070IFA\u306b\u306a\u308c\u308b\uff1f<\/h3>\n\n\n\n

IFA\u306b\u306a\u308b\u306b\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u30b9\u30c6\u30c3\u30d7\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n

IFA\u3068\u3044\u3046\u8cc7\u683c\u81ea\u4f53\u306f\u5b58\u5728\u3057\u307e\u305b\u3093\u3002
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<\/i>\uff1cIFA\u306b\u306a\u308b\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\uff1e<\/strong><\/div>

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IFA\u306b\u30d7\u30e9\u30b9\u3068\u306a\u308b\u8cc7\u683c<\/h2>\n\n\n\n

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<\/i>IFA\u306b\u30d7\u30e9\u30b9\u3068\u306a\u308b\u91d1\u878d\u7cfb\u306e\u8cc7\u683c<\/strong><\/div>

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IFA\u306e\u30ad\u30e3\u30ea\u30a2\u306b\u3064\u3044\u3066<\/h2>\n\n\n\n

\u6b21\u306b\u3001IFA\u306b\u306a\u308b\u4eba\u306f\u3053\u308c\u307e\u3067\u3069\u306e\u3088\u3046\u306a\u30ad\u30e3\u30ea\u30a2\u3092\u7a4d\u3093\u3067\u304d\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n\n\n\n

IFA\u306b\u306a\u308b\u4eba\u306e\u524d\u8077\u306f\uff1f<\/h3>\n\n\n\n

\u8a3c\u5238\u3092\u4e3b\u4f53\u3068\u3057\u305f\u91d1\u878d\u5546\u54c1\u306e\u4ef2\u4ecb\u696d\u52d9\u304cIFA\u306a\u306e\u3067\u3001\u8a3c\u5238\u4f1a\u793e\u306e\u55b6\u696d\u8077\u304b\u3089\u8ee2\u8077\u3059\u308b\u306e\u304c\u4ee3\u8868\u7684\u306a\u30d1\u30bf\u30fc\u30f3\u3067\u3059\u3002\u4ed6\u306b\u3082\u9280\u884c\u3084\u751f\u547d\u4fdd\u967a\u4f1a\u793e\u306a\u3069\u3044\u308f\u3086\u308b\u91d1\u878d\u696d\u754c\u304b\u3089\u8ee2\u8eab\u3059\u308b\u4eba\u3082\u591a\u3044\u3088\u3046\u3067\u3059\u3002<\/p>\n\n\n\n

\u3044\u305a\u308c\u306b\u305b\u3088\u91d1\u878d\u5168\u822c\u306b\u308f\u305f\u308b\u5e83\u7bc4\u56f2\u304b\u3064\u9ad8\u5ea6\u3067\u5c02\u9580\u7684\u306a\u77e5\u8b58\u304c\u5fc5\u8981\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u7d4c\u9a13\u5e74\u6570\u306e\u6d45\u3044\u4eba\u3088\u308a\u3001\u55b6\u696d\u5206\u91ce\u3067\u76f8\u5fdc\u306e\u5b9f\u7e3e\u3092\u4e0a\u3052\u3066\u304d\u305f\u4eba\u6750\u304cIFA\u306b\u8ee2\u8eab\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

IFA\u306b\u306a\u3063\u305f\u7406\u7531<\/h3>\n\n\n\n

\u30dd\u30b8\u30c6\u30a3\u30d6\uff08\u524d\u5411\u304d\uff09\u306a\u7406\u7531\u3067\u306f\u3001\u3084\u306f\u308a\u5e74\u53ce\u9762\u3092\u4ee3\u8868\u3068\u3057\u305f\u30b9\u30c6\u30c3\u30d7\u30a2\u30c3\u30d7\u304c\u6700\u3082\u591a\u3044\u8ee2\u8077\u7406\u7531\u3067\u3059\u3002<\/p>\n\n\n\n

\u307e\u305f\u3001\u7d44\u7e54\u306e\u4e00\u54e1\u3068\u3057\u3066\u4f1a\u793e\u306e\u65b9\u91dd\u3084\u652f\u6301\u306b\u7e1b\u3089\u308c\u308b\u55b6\u696d\u306b\u7591\u554f\u3092\u611f\u3058\u3001\u771f\u306b\u9867\u5ba2\u306e\u70ba\u306b\u306a\u308b\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u3059\u308b\u305f\u3081\u306bIFA\u306e\u9053\u3092\u9078\u3093\u3060\u4eba\u3082\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u3044\u3063\u307d\u3046\u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u7406\u7531\u3068\u3057\u3066\u306f\u3001\u4e0a\u8a18\u3068\u901a\u3058\u307e\u3059\u304c\u7d44\u7e54\u306b\u5c5e\u3059\u308b\u7aae\u5c48\u3055\u3084\u4f1a\u793e\u306e\u4eba\u9593\u95a2\u4fc2\u3092\u304d\u3089\u3063\u3066\u3001\u81ea\u7531\u5ea6\u304c\u9ad8\u3044IFA\u3092\u76ee\u6307\u3059\u4eba\u3082\u3044\u307e\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u3053\u306e\u5834\u5408\u3082\u77e5\u8b58\u3084\u7d4c\u9a13\u306b\u88cf\u6253\u3061\u3055\u308c\u305f\u3082\u306e\u304c\u306a\u3044\u3068\u3001\u8ee2\u8077\u306f\u3046\u307e\u304f\u3044\u304b\u306a\u3044\u3088\u3046\u3067\u3059\u3002<\/p>\n\n\n\n

IFA\u696d\u754c\u306e\u52d5\u5411<\/h2>\n\n\n\n

\u65e5\u672c\u306b\u304a\u3051\u308bIFA\u306f\u59cb\u307e\u3063\u305f\u3070\u304b\u308a\u3067\u8a8d\u77e5\u5ea6\u306f\u4f4e\u3044\u306e\u3067\u3059\u304c\u3001\u4f38\u3073\u3057\u308d\u304c\u3042\u308b\u696d\u754c\u3067\u3059\u3002<\/p>\n\n\n\n

IFA\u306e\u6570\u306f\uff1f<\/h3>\n\n\n\n

\u65e5\u672c\u306b\u304a\u3051\u308bIFA\u306e\u6b63\u5f0f\u306a\u6570\u306f\u3001\u4fe1\u983c\u306b\u8db3\u308b\u516c\u7684\u30c7\u30fc\u30bf\u304c\u3042\u308a\u307e\u305b\u3093\u306e\u3067\u3001\u3042\u304f\u307e\u3067\u53c2\u8003\u3067\u3059\u304c\u30014,000\u540d\u524d\u5f8c\u306e\u3088\u3046\u3067\u3059\u3002<\/p>\n\n\n\n

\uff1c\u30b5\u30a4\u30c8\u3088\u308a\u7b46\u8005\u304c\u691c\u7d22\u3000\uff0a\u8ad6\u62e0\u306b\u4e4f\u3057\u3044\u305f\u3081\u5f15\u7528\u3068\u306f\u305b\u305a\uff1e
\u6700\u65b0\u306e\u767b\u9332\u4eba\u6570\u306f2020\u5e7412\u6708\u672b\u6642\u70b9\u3067\u30014,264\u4eba\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002
\u65e5\u672c\u56fd\u5185\u306eIFA\u4f01\u696d\u306f900\u307b\u3069\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4eba\u6570\u3067\u306f4000\u540d\u5f31\uff082019\u5e7412\u6708\u672b\u73fe\u5728\uff09
\u65e5\u672c\u56fd\u5185\u306b\u304a\u3051\u308bIFA\u306e\u767b\u9332\u8005\u6570\u306f\u30012019\u5e7412\u6708\u6642\u70b9\u3067\u7d04 4,100\u540d\u3068\u306a\u3063\u3066\u3044\u307e\u3059<\/p>\n\n\n\n

\u3053\u3061\u3089\u3082\u597d\u610f\u7684\u306b\u3068\u308b\u306a\u3089\u3001\u307e\u3060\u307e\u3060\u82e5\u3044\u5206\u91ce\u3067\u3042\u308b\u3068\u3082\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n

IFA\u306e\u5c06\u6765\u6027 \uff5e\u5bcc\u88d5\u5c64\u304b\u3089\u8cc7\u7523\u5f62\u6210\u5c64\u307e\u3067\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u308b\u30de\u30fc\u30b1\u30c3\u30c8\uff5e<\/h3>\n\n\n\n

\u793e\u4f1a\u5168\u4f53\u3067\u6295\u8cc7\u3084\u904b\u7528\u306b\u5bfe\u3059\u308b\u30cb\u30fc\u30ba\u3084\u610f\u8b58\uff08\u7dcf\u79f0\u3057\u3066\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u3068\u547c\u3073\u307e\u3059\uff09\u306f\u5e74\u3005\u9ad8\u307e\u3063\u3066\u304a\u308a\u3001\u305d\u306e\u5bfe\u8c61\u3082\u5bcc\u88d5\u5c64\u304b\u3089\u8cc7\u7523\u5f62\u6210\u5c64\u307e\u3067\u3068\u5e45\u5e83\u304f\u3001\u4eca\u5f8c\u3082\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

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<\/i>\u65e5\u9280\u4f5c\u6210\u306e\u7d71\u8a08\u30c7\u30fc\u30bf<\/strong><\/div>

\u30fb\u91d1\u878d\u8cc7\u7523\u3067\u306f\u9810\u8caf\u91d1\u304c\u6700\u3082\u591a\u3044\u304c\u4f4e\u4e0b\u50be\u5411\u3067\u3001\u9006\u306b2\u756a\u76ee\u306e\u6709\u4fa1\u8a3c\u5238\u306f\u5897\u52a0\u50be\u5411\u306b\u3042\u308b<\/p>

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\uff1c\u51fa\u5178 \u65e5\u672c\u9280\u884c\/\u91d1\u878d\u5e83\u5831\u4e2d\u592e\u59d4\u54e1\u4f1a\/\u77e5\u308b\u307d\u308b\u3068\/\u300c\u5bb6\u8a08\u306e\u91d1\u878d\u884c\u52d5\u306b\u95a2\u3059\u308b\u4e16\u8ad6\u8abf\u67fb\u300d<\/a>(2020\u5e74)\uff0a\u4e00\u90e8\u7b46\u8005\u304c\u629c\u7c8b\uff1e<\/p>\n\n\n\n

IFA\u696d\u754c\u306b\u8ee2\u8077\u3059\u308b\u30e1\u30ea\u30c3\u30c8<\/h2>\n\n\n\n

\u3053\u3053\u3067\u306fIFA\u696d\u754c\u306b\u8ee2\u8077\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u30922\u3064\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

<\/i>IFA\u696d\u754c\u3078\u8ee2\u8077\u30e1\u30ea\u30c3\u30c8<\/strong><\/div>

1.\u96c7\u7528\u5f62\u614b\uff5e\u96c7\u7528\u304b\u3089\u72ec\u7acb\u72ec\u6b69\u3078<\/p>

2.\u5e74\u53ce\u30a2\u30c3\u30d7\uff5e\u305f\u3060\u3057\u300c\u5929\u4e95\u77e5\u3089\u305a\u306e\u5e95\u306a\u3057\u6cbc\u300d\u306e\u5834\u5408\u3082<\/p><\/div><\/div>\n\n\n\n

\u30e1\u30ea\u30c3\u30c81\uff0e\u96c7\u7528\u5f62\u614b \uff5e\u96c7\u7528\u304b\u3089\u72ec\u7acb\u72ec\u6b69\u3078\uff5e<\/h3>\n\n\n\n

IFA\u306b\u8ee2\u8077\u3059\u308b\u5834\u5408\u306e\u96c7\u7528\u5f62\u614b\u3001\u3064\u307e\u308a\u50cd\u304d\u304b\u305f\u306f2\u7a2e\u985e\u306b\u5206\u304b\u308c\u307e\u3059\u3002
1\u3064\u3081\u306f\u300c\u696d\u52d9\u59d4\u8a17\u5951\u7d04\u300d\u30012\u3064\u3081\u306f\u300cIFA\u6cd5\u4eba\u306b\u5c5e\u3059\u308b\u5f62\u614b\u300d\u3067\u3059\u3002<\/p>\n\n\n\n

\u696d\u52d9\u59d4\u8a17\u5951\u7d04<\/h4>\n\n\n\n

\u696d\u52d9\u59d4\u8a17\u5951\u7d04\u3068\u306f\u3001\u8a3c\u5238\u4f1a\u793e\u306a\u3069\u91d1\u878d\u5546\u54c1\u8ca9\u58f2\u696d\u8005\u3068\u5951\u7d04\u3092\u7d50\u3073\u3001\u8ca9\u58f2\u5b9f\u7e3e\u306b\u5fdc\u3058\u3066\u5831\u916c\u3092\u53d7\u3051\u53d6\u308b\u5f62\u614b\u3067\u3059\u3002
\u5b8c\u5168\u306a\u30d5\u30ea\u30fc\u30e9\u30f3\u30b9\u3067\u3042\u308a\u3001\u500b\u4eba\u3067\u3084\u3063\u3066\u3044\u304f\u306a\u3089\u500b\u4eba\u4e8b\u696d\u4e3b\u3001\u30d5\u30ea\u30fc\u30e9\u30f3\u30b9\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

IFA\u6cd5\u4eba\u306b\u300c\u5c5e\u3059\u308b\u300d\u3068\u3044\u3046\u96c7\u7528\u5f62\u614b<\/h4>\n\n\n\n

\u3053\u3061\u3089\u306fIFA\u6cd5\u4eba\uff08IFA\u3092\u8907\u6570\u62b1\u3048\u3066\u3001\u91d1\u878d\u6a5f\u95a2\u3088\u308a\u53d7\u6ce8\u3057\u305f\u8ca9\u58f2\u3092IFA\u306b\u5bfe\u51e6\u3055\u305b\u308b\uff09\u306b\u5c5e\u3059\u308b\u5f62\u614b\u3067\u3059\u3002
\u3044\u308f\u3086\u308b\u6b63\u793e\u54e1\u3068\u3057\u3066\u306e\u96c7\u7528\u3060\u3051\u3067\u306a\u304f\u3001\u30d5\u30ea\u30fc\u30e9\u30f3\u30b9\u3068\u96c7\u7528\u306e\u4e2d\u9593\u7684\u306a\u5951\u7d04\u306a\u3069\u3082\u3042\u308b\u306e\u3067\u300c\u5c5e\u3059\u308b\u300d\u3068\u8868\u73fe\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u91d1\u878d\u6a5f\u95a2\u306b\u52e4\u52d9\u3057\u3066\u3044\u305f\u6642\u3088\u308a\u81ea\u7531\u5ea6\u3001\u88c1\u91cf\u5ea6\u304c\u30a2\u30c3\u30d7\u3059\u308b<\/h4>\n\n\n\n

\u696d\u52d9\u59d4\u8a17\u3067\u3082IFA\u6cd5\u4eba\u306b\u5c5e\u3059\u308b\u5f62\u614b\u3067\u3082\u3001\u539f\u5247\u3068\u3057\u3066\u30d5\u30ea\u30fc\u30e9\u30f3\u30b9\u306e\u7acb\u5834\u3067\u3059\u306e\u3067\u3001\u91d1\u878d\u5546\u54c1\u306e\u9078\u5b9a\u306b\u306f\u3058\u307e\u308a\u4ed5\u4e8b\u306e\u9032\u3081\u65b9\u306a\u3069\u306f\u81ea\u7531\u5ea6\u3001\u88c1\u91cf\u5ea6\u304c\u683c\u6bb5\u306b\u30a2\u30c3\u30d7\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u7d44\u7e54\u306b\u7e1b\u3089\u308c\u308b\u306e\u304c\u606f\u82e6\u3057\u3044\u4eba\u306b\u306f\u9b45\u529b\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n

\u30e1\u30ea\u30c3\u30c82\uff0e\u5e74\u53ce\u30a2\u30c3\u30d7 \uff5e\u305f\u3060\u3057\u300c\u5929\u4e95\u77e5\u3089\u305a\u306e\u5e95\u306a\u3057\u6cbc\u300d\u306e\u5834\u5408\u3082\uff5e<\/h3>\n\n\n\n

IFA\u306e\u7d66\u4e0e\u5f62\u614b\u306f\u3001\u696d\u52d9\u59d4\u8a17\u5951\u7d04\u3068\u7d66\u4e0e\u306b\u5206\u304b\u308c\u307e\u3059\u3002<\/p>\n\n\n\n

\u696d\u52d9\u59d4\u8a17\u5951\u7d04\u3067\u306f\u3001\u3044\u308f\u3086\u308b\u5b8c\u5168\u6b69\u5408\u5236\u3067\u4ed5\u4e8b\u3092\u8acb\u3051\u8ca0\u3046\u306e\u3067\u3001\u5b9f\u529b\u3084\u4eba\u6c17\u3055\u3048\u3042\u308c\u3070\u5e74\u53ce\u306f\u5929\u4e95\u77e5\u3089\u305a\u3067\u3059\u3002\u696d\u52d9\u59d4\u8a17\u5951\u7d04\u306e\u5834\u5408\u3001IFA\u306e\u5e74\u53ce\u306f1,000\u4e07\u5186\u3092\u8d85\u3048\u308b\u5834\u5408\u3082\u3042\u308b\u3088\u3046\u3067\u3059\u3002\uff08\u305f\u3060\u3057\u4fe1\u983c\u306b\u8db3\u308b\u516c\u7684\u30c7\u30fc\u30bf\u3067\u306f\u306a\u3044\u305f\u3081\u3001\u3042\u304f\u307e\u3067\u53c2\u8003\u7a0b\u5ea6\u3067\u3059\u3002\u307e\u305f\u5e74\u53ce1,000\u4e07\u5186\u304c\u58f2\u4e0a\u9ad8\u306a\u306e\u304b\uff1f\u7d4c\u8cbb\u5dee\u5f15\u5f8c\u306e\u6240\u5f97\u306a\u306e\u304b\u3082\u4e0d\u660e\u306a\u70b9\u306f\u7559\u610f\u3057\u3066\u304f\u3060\u3055\u3044\uff09<\/p>\n\n\n\n

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