【FP1級実技試験対策NO.1】FP1級実技試験（きんざい　面接）の対策動画です。

Summary

This video offers an in-depth guide for those preparing for the FP 1st Grade practical exam, specifically focusing on asset consultation and financial planning. The presenter reviews previous videos on practical exam preparation, provides an overview of the test, discusses qualification criteria, and introduces essential study tips. Key topics include understanding asset management for high-net-worth individuals, taxes, inheritance laws, real estate considerations, and more. The video aims to help viewers navigate the challenging test, offering insights into necessary knowledge, strategies for success, and common pitfalls to avoid in both theoretical and practical sections of the exam.

Takeaways

• 😀 The channel is dedicated to helping individuals aiming for APQ certification, specifically focusing on the FP-level practical exam and asset consulting work.
• 😀 The first video in the new series introduces previous content related to practical exam preparation, provides an overview of the exam, and highlights important points to consider when taking the test.
• 😀 The channel has uploaded 5 important videos: 4 in the initial series and 1 in a one-point series. These cover topics like study methods, interview experiences, and reasons why some candidates fail.
• 😀 The FP exam has two types: one by the Japan FP Association (written exam) and another by the Kinza Association (interview-based exam). The video focuses on the latter, which awards certificates issued by the Minister of Health, Labor, and Welfare.
• 😀 The main eligibility requirements for the exam are either passing the 1st-level written exam or obtaining a CFP certification, with an additional route for those who have completed FP training courses and have at least one year of practical experience.
• 😀 The exam consists of a 15-minute reading session followed by a 12-minute interview in a separate room, with strict rules such as a ban on electronic devices and a focus on written notes during waiting times.
• 😀 The pass rate is around 85%, meaning the exam is challenging, and despite the high qualifications of the candidates, about one in six still fail the test.
• 😀 Test locations are spread across major cities like Tokyo, Osaka, Fukuoka, and others, with candidates from farther regions incurring additional travel and accommodation costs.
• 😀 The exam is administered over four separate days, with different sets of questions, and candidates must sign an agreement not to leak exam contents. Violations can lead to disqualification.
• 😀 To pass the exam, candidates need to not only have solid knowledge of various financial concepts, tax matters, and real estate, but also the ability to quickly and clearly articulate answers under pressure.
• 😀 Candidates should be well-prepared in areas such as wealth management, tax minimization, and inheritance laws, as well as be familiar with recent changes in financial products, regulations, and legal systems.

Q & A

What is the main focus of the FP 1st Grade practical exam as discussed in the video?

The FP 1st Grade practical exam focuses on asset consultation and financial planning for high-net-worth individuals, requiring candidates to apply their knowledge in real-world scenarios like succession planning, tax strategies, and property management.

What types of exams exist for FP 1st Grade certification?

There are two main types of exams: one administered by the Japan Financial Planning Association (FP Association), which is a written exam, and another by the Japan Association for Financial Planners (KinZai), which involves an interview-based practical exam.

How many people typically take the FP 1st Grade exam annually?

Approximately 2,000 people take the FP 1st Grade exam each year, making it a highly specialized certification.

What is the application process for the FP 1st Grade practical exam?

The application process depends on how the candidate qualifies. For those who pass the 1st Grade written exam, the application is typically a simple process where an invitation is sent to candidates. For others, such as those with a CFP certification or those completing specific FP training programs, additional documentation must be submitted.

What is the general structure of the FP 1st Grade practical exam?

The practical exam consists of two parts: Part 1 focuses on asset succession and business planning, while Part 2 covers real estate-related financial strategies. Candidates are required to review case studies and answer related questions in a timed setting, often followed by an interview.

What is the expected pass rate for the FP 1st Grade exam?

The pass rate for the FP 1st Grade practical exam is typically around 85%, although it can vary slightly depending on the year and the specific group of candidates.

What are the most critical factors for success in the FP 1st Grade exam?

Success in the exam requires both deep knowledge of financial planning, including tax laws, real estate, and asset management, as well as the ability to think quickly and respond confidently to case scenarios presented during the exam.

What are some common challenges candidates face in the FP 1st Grade exam?

One common challenge is the pressure of the timed exam and the need to quickly formulate and communicate solutions. Many candidates also struggle with interpreting the case study details and proposing appropriate solutions, especially under stress.

How should candidates prepare for the interview portion of the FP 1st Grade practical exam?

Candidates should practice articulating their answers clearly and confidently, focusing on the reasoning behind their proposed solutions. It’s important to stay calm under pressure and remember that the examiners are assessing both knowledge and professionalism.

What are some key areas of knowledge that candidates should focus on when preparing for the FP 1st Grade exam?

Candidates should focus on areas such as tax strategies, asset management, real estate planning, succession planning, and the ethical responsibilities of a financial planner. Staying up to date on financial regulations and recent changes in the law is also crucial.