資格と読書で夢をかなえる学ぶlog

就職活動から脱線し、取得で生きていこうと思い立って、取得した資格は約20個。合格証書の代わりに失ったものは?資格取得後の現実を教えます

アメリカのFPの仕事

にほんブログ村 士業ブログ 税理士へ

アメリカのFPの仕事について調べています。

Wikipediaでは次のように紹介されています。

日本のFPの基本業務とは多少違うようですね。

特に最後の「Education Planning for kids and the family members」なんて日本のFPのテキストではあまり紹介されていないのではないでしょうか?

Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals.

The scope of planning would usually include the following:

・Risk Management and Insurance Planning

 Managing cash flow risks through sound risk management and insurance techniques

・Investment and Planning Issues

 Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending

・Retirement Planning

 Planning to ensure financial independence at retirement including 401Ks, IRAs etc.

・Tax Planning

 Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes

・Estate Planning

 Planning for the creation, accumulation, conservation and distribution of assets

・Cash Flow and Liability Management

 Maintaining and enhancing personal cash flows through debt and lifestyle management

・Relationship Management

 Moving beyond pure product selling to understand and service the core needs of the client

・Education Planning for kids and the family members

こんなにおもしろいファイナンシャルプランナーの仕事/青野 雅夫

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