【FP1級実技勉強法②】きんざい　PART1問題分析結果と受験テクニック

Summary

In this video, Seino, an FP1-level VTuber, shares their study strategies for the FP 1st-grade practical exam. They discuss how they used past question books, summarizing key content, and memorizing essential topics like client needs, ethical obligations, and financial planning strategies. Seino emphasizes the importance of creating helpful study aids and memorizing answers to common exam questions, offering advice on how to handle exam stress. This video provides valuable insights into efficient study methods and techniques for aspiring financial planners.

Takeaways

• 😀 Efficient study is key: The speaker recommends dedicating around 100 hours for the FP1級 practical exam, but mentions that the study time could have been shortened to 50 hours with better strategies from the start.
• 📚 Focus on past exam questions: The speaker suggests using past question sets to analyze the types of customer needs and problems, which helps identify recurring topics in the exam.
• 🔍 Create a clear study plan: Rather than just rewriting notes, the speaker emphasizes the importance of strategically analyzing and summarizing the exam questions to make the study process more efficient.
• 💡 Categorize important concepts: The speaker categorized topics like customer needs and issues into a chart to better understand which subjects were most commonly tested in the past exam questions.
• 📝 Memorization strategies: The speaker suggests memorizing essential exam concepts, including the six ethical guidelines for FP professionals, using mnemonics and repetitive practice.
• 📖 FP professional ethics are crucial: Among the most important topics, the six ethical principles (e.g., customer interest priority, confidentiality, and compliance) are critical to master, as they are frequently tested in the exam.
• ⚖️ Ethical principles: The speaker uses an abbreviation method to help memorize the six key FP ethical principles, which includes '顧利', '守秘', '顧説', 'コンプラ', 'インフォームド', and '能啓'.
• ⏱️ Time management during exam prep: The speaker initially struggled with lengthy note-taking but later realized that a more analytical approach would have saved significant time.
• 💼 Exam-day strategy: On the day of the exam, the speaker advises memorizing key concepts so that they can be quickly recalled and written down during the exam, particularly for ethical questions.
• 🎯 Focus on customer interest: The speaker recommends choosing 'customer interest priority' as the most important ethical principle to emphasize during the exam, which will help answer ethical questions more confidently.
• 🎥 Future videos will cover more: The speaker teases upcoming videos on further study strategies, including preparation for Part 2 of the FP1級 exam.

Q & A

What was the main focus of Seino's video in this transcript?

Seino's video focuses on sharing effective study strategies for preparing for the FP1級 practical exam (実技試験), specifically how to use past exam questions and memorize key concepts and ethical principles.

How long did Seino initially spend studying for the FP1級 practical exam, and how did he feel about the pace of his study?

Seino initially spent about 100 hours studying for the practical exam. He felt that if he had used his revised study method from the beginning, he could have shortened his study time to about 50 hours.

What strategy did Seino employ to efficiently analyze and memorize past exam questions?

Seino analyzed the past exam questions by organizing them into categories, focusing on common customer needs, issues, and solutions. He then created a summary table to help him identify patterns and key topics to memorize.

Why did Seino start summarizing the problem set in a notebook, and what was his experience with this method?

Seino started summarizing the problem set in a notebook to internalize the information. However, he found this method inefficient, as it involved writing almost the entire content, leading him to abandon it after about two weeks in favor of a more strategic approach.

What is the significance of memorizing the six key ethical principles in the FP1級 exam, and how did Seino approach it?

Memorizing the six ethical principles of FP is crucial because they are frequently tested in the exam. Seino used mnemonic techniques, specifically creating an acronym using the first syllables of each principle (顧利, 守秘, 顧説, コンプラ, インフォームド, 能啓), to remember them more easily.

What did Seino mean by 'memo writing' during the exam, and how did it help him?

Seino referred to writing brief notes or reminders on the exam paper as 'memo writing.' This method helped him recall key information during the practical exam, especially under stress or when his mind went blank.

What are some examples of common customer needs and issues identified in Seino's study analysis?

Some common customer needs and issues Seino identified included estate planning (such as smooth inheritance and gift planning), tax preparation, and financial strategies like the Junior NISA and hometown tax donation (ふるさと納税).

What was the main ethical principle Seino chose as the most important for him, and why?

Seino chose '顧客利益の優先' (prioritizing the client's best interests) as the most important ethical principle. He emphasized this principle in his answers during the exam and was prepared to explain why it mattered most to him.

Did Seino find the ethical principles set by the Financial Services Agency ('フィデューシャリーデューティー') important for the FP1級 exam?

Seino mentioned that while the seven ethical principles set by the Financial Services Agency are important, they were not necessary to memorize for the exam, especially for those not working in financial institutions.

What final advice did Seino give to viewers about preparing for the FP1級 exam?

Seino advised viewers to find a study method that works best for them, whether it's memorizing key concepts or using charts and notes to help during the exam. He stressed the importance of being prepared for stressful situations during the exam.