FP2級 過去問 2024 解説付き FP2試験 for PC

Speed ​​learning of FP2 level frequent fields!
It is an FP2 level exam preparation app that allows you to solve past questions in your spare time and learn. Carefully selected questions that often appear in the exam.
With detailed explanation.

【 feature 】
・Since there are about 5 to 10 questions per field, you can easily do it.
・It will appear immediately after the answer, not after the explanation has been solved.
・All questions have detailed explanations.
・Finally, you can see your achievement by comparing the pass rate of the exam.

[About this app]
It is a past problem collection app of FP2 grade.
Recommended for those who want to acquire the ability to pass efficiently in a short period of time.
You can learn FP2 level practical skills / subjects by subject / field.

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[What is a financial planner?]
The Financial Planning Test has been a national qualification since 2002. For those who don't know what a financial planner is, it may not come to mind. When each word is translated into Japanese, financial means "finance" and planner means "planner" or "planner." Simply put, you are a financial planner. On the website of the Kinzai Institute for Financial Affairs (Kinzai), which administers the exam, the FP skills test states, will be verified." As you can see from this explanation, the role of financial planners is to help clients achieve their goals by making use of cross-sectional knowledge related to money, such as social security, taxation, real estate, and finance.

Of course, in FP Level 2, questions will be asked that delve deeper into the scope of Level 3, but in FP Level 3, you will learn the knowledge necessary for performing FP work for corporations, which was outside the scope of learning. . Although these contents are basic, they are essential knowledge not only for those who specialize in FP, but also for insurance salespeople, bank sales representatives, and securities company sales representatives when dealing with corporate customers. is.

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[Examination overview]
There are two types of exams for each grade: academic and practical. Passing both of these exams will allow you to acquire the qualification of Certified Skilled Worker of Financial Planning. The written exam and the practical exam are held on the same day, so you can take both exams at the same time.
"Department" has a total of 60 questions, all of which are answered in a four-choice format (four-choice mark sheet). Questions are asked equally from six fields: life planning, risk management, financial asset management, tax planning, real estate, and inheritance/business succession. 60% is the passing standard, so if you get 36 points or more, you pass. "Practice" is a practical content in which you read an example and answer some questions about it. The number of questions varies depending on the implementing organization, with 15 questions for Kinzai and 40 questions for FP Association. As in the department, a score of 60% or higher is required to pass the exam. Regarding the FP2 level practical test, various answer formats are mixed, such as four-choice questions, ○/× questions for each option, questions to select from a group of words, and questions to answer the calculated amount in a written form. If the department asks for the knowledge necessary for work, the practical skill asks for the ability to apply it in practice.

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[Examination schedule]
The FP2 level has three opportunities to take the test each year, in January, May, and September.
The test times for the day are as follows.

・Written exam: 10:00-12:00 (120 minutes)
・Practical test: 13:30-15:00 (90 minutes)

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[Examination fee]
The examination fee for FP2 level is 4,200 yen for academic subjects and 4,500 yen for practical skills (tax exempt). If you take both tests on the same day, the total cost will be 8,700 yen. However, payment fees associated with bank transfers and convenience store payments will be borne by each individual.

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[Eligibility to take the test]
Anyone can take the FP3 level, but there are qualifications for taking the FP2 level. When you apply for the examination, you will need to declare your eligibility to take the examination.

・Those who have passed the 3rd grade skill test
・People with more than 2 years of practical experience in FP work
・Those who have completed the AFP certification training accredited by the Japan FP Association
・Persons who have passed Level 3 of the Ministry of Health, Labor and Welfare-certified financial liaison skills examination

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[Test range]
All academic exams are multiple choice. Questions will be asked equally from the following six fields: life planning and financial planning, risk management, financial asset management, tax planning, real estate, and inheritance/business succession.

Questions 1-10 Life planning
Questions 11-20 Risk management
Questions 21-30 Financial asset management
Questions 31-40 Tax planning
Questions 41-50 Real Estate
Questions 51-60 Inheritance/business succession

Practical exams are handled in different fields depending on the implementing organization, and in the second grade, the gold goods are "individual asset consultation", "life insurance customer asset consultation" (January, May, September), "small and medium business owner asset consultation" (1st grade). , September) and non-life insurance customer asset consultation services (September).
The FP Association only offers “asset design proposal services”.

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[Partial pass and exam exemption]
There is a partial pass system for the financial planning test. Those who have partially passed the examination can be exempted from taking the examination for the subjects they once passed by making a prescribed application.
For this reason, if you pass the academic (or practical) exam on the first attempt, only those who failed the next exam will be able to take it. In terms of exam preparation and examination fees, this is a very useful system.

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[About the implementing organization]
The Financial Planning Proficiency Test has two organizations, and is operated in the form of mutual recognition, which is rare for a national qualification. One is the "Kinzai Institute for Financial Affairs" and the other is the "Japan FP Association". For some time, the Kinzai Institute of Financial Affairs has been independently accrediting financial intermediary skill examinations (Kinzai FP), and the Japan FP Association has been independently accrediting CFP and AFP. In 2002, financial planning was added to the occupational skills test, and when financial planning technicians became national qualifications, two organizations that had a track record of qualifications related to FP until then were designated by the Ministry of Health, Labor and Welfare. designated as an institution. By the way, there is no difference in the qualifications that can be obtained regardless of which one is taken. In addition, it is now possible to exempt the academic examination of the FP Association with a track record of passing the academic department at Kinzai.