{"id":710,"date":"2024-11-26T14:59:41","date_gmt":"2024-11-26T05:59:41","guid":{"rendered":"https:\/\/shinronavi.com\/study_tips\/?p=710"},"modified":"2025-02-18T16:43:34","modified_gmt":"2025-02-18T07:43:34","slug":"financial-planner","status":"publish","type":"post","link":"https:\/\/shinronavi.com\/study_tips\/work\/public-business-international\/financial-planner\/","title":{"rendered":"\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u306a\u308b\u306b\u306f\uff1f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u4ed5\u4e8b\u306b\u3064\u3044\u3066\u5fb9\u5e95\u89e3\u8aac\uff01"},"content":{"rendered":"\n<p>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306f\u3001\u5c02\u9580\u7684\u306a\u77e5\u8b58\u3067\u500b\u4eba\u306e\u8cc7\u7523\u904b\u7528\u306b\u3064\u3044\u3066\u30a2\u30c9\u30d0\u30a4\u30b9\u3084\u76f8\u8ac7\u3092\u884c\u3046\u304a\u4ed5\u4e8b\u3067\u3059\u3002\u500b\u4eba\u306e\u8cc7\u7523\u306b\u3064\u3044\u3066\u3001\u305d\u306e\u4eba\u306b\u5408\u308f\u305b\u305f\u30de\u30cd\u30fc\u30d7\u30e9\u30f3\u3084\u52b9\u7387\u7684\u306a\u904b\u7528\u65b9\u6cd5\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u4ed5\u4e8b\u5185\u5bb9\u3084\u5fc5\u8981\u306a\u8cc7\u683c\u3001\u304a\u3059\u3059\u3081\u306e\u9032\u8def\u306a\u3069\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002\u5b9f\u969b\u306b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3092\u76ee\u6307\u3059\u65b9\u3078\u5411\u3051\u3066\u3001\u901a\u3063\u305f\u65b9\u304c\u3044\u3044\u5927\u5b66\u30fb\u5b66\u90e8\u306b\u3064\u3044\u3066\u3082\u307e\u3068\u3081\u307e\u3057\u305f\u306e\u3067\u53c2\u8003\u306b\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<div class=\"toc\">    <div id=\"toc_container\" class=\"sgb-toc--bullets js-smooth-scroll\" data-dialog-title=\"Table of Contents\">\n      <p class=\"toc_title\">\u76ee\u6b21 <\/p>\n      <ul class=\"toc_list\">  <li class=\"first\">    <a href=\"#i-0\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u306a\u308b\u306b\u306f\u30fb\u5fc5\u8981\u306a\u8cc7\u683c<\/a>  <\/li>  <li>    <a href=\"#i-5\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u4ed5\u4e8b\u5185\u5bb9<\/a>  <\/li>  <li>    <a href=\"#i-9\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u5c31\u8077\u5148\u30fb\u6d3b\u8e8d\u306e\u5834<\/a>  <\/li>  <li>    <a href=\"#i-15\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u5c06\u6765\u6027\u306b\u3064\u3044\u3066<\/a>  <\/li>  <li>    <a href=\"#i-16\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u7d66\u6599\u30fb\u5e74\u53ce\u76f8\u5834<\/a>  <\/li>  <li>    <a href=\"#i-19\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u5411\u3044\u3066\u3044\u308b\u4eba<\/a>  <\/li>  <li class=\"last\">    <a href=\"#i-20\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3092\u76ee\u6307\u3059\u5b66\u6821\u306e\u9078\u3073\u65b9<\/a>  <\/li><\/ul>\n      \n    <\/div><\/div><h2 class=\"wp-block-heading\" id=\"i-0\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u306a\u308b\u306b\u306f\u30fb\u5fc5\u8981\u306a\u8cc7\u683c<\/h2>\n\n\n\n<p>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u306a\u308b\u305f\u3081\u306b\u306f\u3001FP\u6280\u80fd\u58eb\u3068\u3044\u3046\u56fd\u5bb6\u691c\u5b9a\u3001\u3082\u3057\u304f\u306f\u6c11\u9593\u8cc7\u683c\u306e\u300cAFP\uff08\u30a2\u30d5\u30a3\u30ea\u30a8\u30a4\u30c6\u30c3\u30c9 \u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb \u30d7\u30e9\u30f3\u30ca\u30fc\uff09\u8cc7\u683c\u300d\u3001\u300cCFP\uff08\u30b5\u30fc\u30c6\u30a3\u30d5\u30a1\u30a4\u30c9 \u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb \u30d7\u30e9\u30f3\u30ca\u30fc\uff09\u8cc7\u683c\u300d\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u305e\u308c\u306e\u8cc7\u683c\u306b\u3064\u3044\u3066\u306f\u3001\u6b21\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"i-1\">FP\u6280\u80fd\u58eb\u8cc7\u683c<\/h3>\n\n\n\n<p>FP\uff08\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\uff09\u6280\u80fd\u691c\u5b9a\u306f\u3001\u65e5\u672cFP\u5354\u4f1a\u304c\u5b9f\u65bd\u3057\u3066\u3044\u308b\u56fd\u5bb6\u691c\u5b9a\u8a66\u9a13\u3067\u3059\u3002\u7b49\u7d1a\u306f1\u7d1a\u30fb2\u7d1a\u30fb3\u7d1a\u304c\u3042\u308a\u3001\u5b66\u79d1\u8a66\u9a13\u3068\u5b9f\u6280\u8a66\u9a13\u306b\u5408\u683c\u3059\u308b\u3068\u7b49\u7d1a\u3054\u3068\u306b\u300c\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6280\u80fd\u58eb\u25cb\u7d1a\u300d\u3068\u540d\u4e57\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"i-2\">AFP\u8cc7\u683c<\/h3>\n\n\n\n<p>AFP\uff08\u30a2\u30d5\u30a3\u30ea\u30a8\u30a4\u30c6\u30c3\u30c9 \u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb \u30d7\u30e9\u30f3\u30ca\u30fc\uff09\u8cc7\u683c\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3068\u3057\u3066\u5fc5\u8981\u306a\u77e5\u8b58\u3092\u5341\u5206\u306b\u6301\u3061\u3001\u9069\u5207\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u884c\u3048\u308b\u6280\u80fd\u304c\u3042\u308b\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u8cc7\u683c\u3067\u3059\u3002FP\u6280\u80fd\u58eb2\u7d1a\u3068\u540c\u7b49\u306e\u4f4d\u7f6e\u4ed8\u3051\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3001FP\u6280\u80fd\u58eb\u8a66\u9a13\u306e2\u7d1a\u306b\u5408\u683c\u3059\u308c\u3070\u3001\u7814\u4fee\u3092\u53d7\u3051\u3066\u767b\u9332\u624b\u7d9a\u304d\u3092\u3059\u308b\u3053\u3068\u3067AFP\u3082\u53d6\u5f97\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"i-3\">CFP\u8cc7\u683c<\/h3>\n\n\n\n<p>CFP\u306f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u8cc7\u683c\u306e\u306a\u304b\u3067\u3082\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u3059\u8cc7\u683c\u3067\u3059\u3002\u4e16\u754c24\u30ab\u56fd\u30fb\u5730\u57df\u3067\u5c0e\u5165\u3055\u308c\u3066\u304a\u308a\u3001\u53d6\u5f97\u3059\u308c\u3070\u4e16\u754c\u304c\u8a8d\u3081\u308b\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u305b\u307e\u3059\u3002\u30d7\u30ed\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3068\u3057\u3066\u6700\u9ad8\u5cf0\u306e\u8cc7\u683c\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"i-4\">\u7d4c\u6e08\u95a2\u4fc2\u306e\u5b66\u90e8\u304c\u3042\u308b\u5b66\u6821\u304c\u304a\u3059\u3059\u3081<\/h3>\n\n\n\n<p>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3092\u76ee\u6307\u3059\u305f\u3081\u306b\u304a\u3059\u3059\u3081\u306e\u9032\u8def\u306f\u3001\u7d4c\u6e08\u95a2\u4fc2\u306e\u5b66\u90e8\u304c\u3042\u308b\u5b66\u6821\u3067\u3059\u3002\u4e0a\u8a18\u3067\u8aac\u660e\u3057\u305f\u8cc7\u683c\u306b\u306f\u5b66\u751f\u6642\u4ee3\u304b\u3089\u53d6\u5f97\u3067\u304d\u308b\u3082\u306e\u3082\u3042\u308b\u305f\u3081\u3001\u95a2\u9023\u3059\u308b\u77e5\u8b58\u3092\u8eab\u306b\u3064\u3051\u3089\u308c\u308b\u5b66\u6821\u3092\u63a2\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u9032\u8def\u30ca\u30d3\u3067\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u3092\u76ee\u6307\u305b\u308b\u5927\u5b66\u3084\u5c02\u9580\u5b66\u6821\u3092\u7d39\u4ecb\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30ca\u30fc\u306b\u306a\u308b\u305f\u3081\u306e\u9032\u8def\u306e\u53c2\u8003\u306b\u3001\u4ee5\u4e0b\u306e\u30da\u30fc\u30b8\u304b\u3089\u5927\u5b66\u3084\u5c02\u9580\u5b66\u6821\u3092\u63a2\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p 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