Course name

Investment Theory Beginner Course

About the Instructor

Taiichiro Aoyagi

1973 Graduated from Waseda University, Commerce Department.

1973 – Joined Dai-ichi Mutual Life Insurance Company.
Worked as a sales consultant in pension asset management.

Subsequently, he moved into pensions, gaining experience in portfolio and fund appraisals.
Executive managing director.  Midori Life Insurance, Co. Ltd.  Engaged in asset management portfolio formation, risk management, fund adoption review, and real estate investments, etc.  Retired in 2017.

Chartered Member of the Securities Analyst Association of Japan (ＣＭＡ®)

Lecture schedule

 This introductory course on investment theory is designed to learn about securities investments from the beginning, in order to master information required for both actuary exams as well as securities analyst exams level FP 1 and FP 2.  I will explain the schemes of securities investments and the mathematical expressions in an easy-to-understand manner, using FP-level past exam questions as much as possible.

 Please feel free to take this course to prepare yourself for the various actuary exams or securities analyst exams FP 1 and FP 2.

(Textbooks used)

Nikkei Bunko “Introduction to Securities Investment Theory” by Keiichi Omura and Masashi Shunno, Published by Nihon Keizai Shimbun.

【Lecture Schedule】
The schedule is as follows:
May 20th (Sat)    9:30~11:30
May 27th (Sat)    9:30~11:30
June   3th (Sat)    9:30~11:30
June 10th (Sat)    9:30~11:30
June 17th (Sat)    9:30~11:30

【Lecture Content】

 

Questions・Inquiries

Please feel free to contact us by email or phone.
Email:  secretary@yoshidaand.co.jp
Phone:  080-4339-4650