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 method of stocks without trading quotes / Wills / Inheritance procedures
■ Real estate planning
Land price trends / Basic knowledge of real estate / Taxes on real estate
■ FP related materials
Financial and economic history / Withholding tax amount table / Relatives system diagram / Simple life table
■ About subscription service
● Subscription service system / price
350 yen per month (tax included)
The subscription license is an automatic renewal system for each one-month subscription period.
● About automatic subscription renewal and billing
The subscription will be "automatic continuous update". Within 24 hours of the end of the one-month subscription period, the period will be automatically renewed and your Google account will be charged.
● Confirmation of subscription settings and suspension of automatic license renewal
You can stop the automatic license renewal by turning off the automatic renewal from the customer's account setting screen at least 24 hours before the end of the one-month subscription period.
You can set the automatic update from "Subscription" in the menu of the "Play Store" app.
You can check the subscription status in the "Subscription" menu of the Play Store.
Please check the following for terms of use and privacy policy.
■ Terms of use
http://www.kindai-sales.co.jp/fpdiary_app/service.html
■ Privacy policy
http://www.kindai-sales.co.jp/fpdiary_app/privacy.html