FP便利帳

Store description excerpt

Quickly check such systems and such systems that FPs want to know anytime, anywhere. Approximately 260 types of data are included, including various pension amounts, income deduction amount list, and gift tax amount quick reference table. It is an application that adds a simulation function to the material at the end of "FP Notebook" by Hyundai Sales. * 1 The name has been changed from the "FP Notebook Material Edition App". * 2 "FP notebook" is a long-selling notebook that has been loved by people involved in financial services for 30 years. In particular, the materials at the end of the book, which contain various data, have been well received. [Easy-to-read screen] The magazine page of the FP notebook is displayed according to the screen size of the smartphone / tablet. Easy to read complicated materials. [Simulation is possible] Added calculation function for mortgages, pensions, inheritance tax, etc. Numbers can be presented immediately at the consultation site. [Can be used offline] Documents can be recalled anywhere regardless of communication conditions (requires an internet connection to receive updated information). [You can write your own memo] Enter a memo in the material. It is convenient when summarizing the points at the time of explanation using the material. [Organize frequently used materials] Access is quicker if you register frequently referenced materials as favorites. It is also possible to put together materials for each case. [Contents of the material (partial introduction)] * All materials can be viewed by making an in-app purchase (350 yen per month). ■ Portfolio planning Economic indicators to see interest rate trends / Trends in major interest rates / Basic knowledge of interest rates / yields / 6 coefficients useful for FP / Ratings / Investment trusts / Stocks / Financial products and taxes / Consumer protection / Personal savings data ■ Life planning Marriage expenses / education expenses / mortgage system / funeral expenses, etc./Social insurance / Medical insurance system after retirement / Senior employment continuation benefit / Social insurance at retirement / reemployment / Survivor's pension / Disability pension ■ Retirement planning Necessary living funds for old age / old-age pension / old-age basic pension / old-age welfare pension / working old-age pension / corporate pension / pension system for self-employed people / social insurance rate list ■ Risk management Home risk management / Required amount of insurance / Basic knowledge of life insurance / Points for reviewing life insurance / Life insurance and taxes / Life insurance and taxes for corporate contracts / Basic knowledge of non-life insurance / Points for reviewing non-life insurance / Non-life insurance And tax / small amount short-term insurance overview ■ Tax planning Income tax points / Individual residence tax points / Corporate tax points / Inheritance tax / gift tax points / Inheritance tax valuation of land / Valuation met

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