1 subject fund general

Chapter 1 Laws
Chapter 2 Professional Ethics and Investor Dispute Prevention
Chapter 3 Fund Structure and Understanding I
Chapter 4 Fund Structure and Understanding II
Chapter 5 Fund Sales Practices
Chapter 6 Fund Management and Evaluation

2-subject derivatives fund

Chapter 1 Laws
Chapter 2 Sales
Chapter 3 Investment I (Futures, Options, Swaps)
Chapter 4 Investment II (Derivative-Linked Securities)
Chapter 5 Risk Management

3-subject real estate fund

Chapter 1 Laws
Chapter 2 Sales
Chapter 3 Investment
Chapter 4 Risk Management

Appendix 1 [Practice Test]

1st mock exam
2nd mock exam
3rd mock exam
Answer and explanation

Appendix 2

Official website

[Textbook Features]

- Systematic structure with key summary questions, expected questions, understanding checklist, and mock exams
- Complete understanding of concepts through 1-page content summary
- Includes 3rd final mock exam
- Detailed explanations and summary of exam points for each unit
- New textbook developed based on the 2025 revisions and recent exam trends.

◎ Book Features

1.
Understanding the frequency of questions and key concepts

① We have meticulously analyzed the detailed subjects of the fund investment advisory personnel, which consist of a total of three subjects, and organized the frequency of questions and the difficulty of understanding the concepts.

② Please begin studying after allocating study time and setting strategic subjects according to the level of difficulty.


2.
Core summary problems based on the basics

① We have organized the questions in various ways to help you completely analyze them, including the key points of the questions, avoiding incorrect answers and pitfalls, and understanding the concepts.

② Try to understand the entire concept through one problem.


3.
Concept Exploration

① If the concept of A appears in the problem, it is possible to completely master the concept by organizing the contents of B and C related to A.

② If you review the important parts once more and only skim the main parts right before the test, you will have a perfect understanding of the concepts.


4.
Expected exam questions

① If you understand the concept through the key summary problems, you can improve your ability to solve real-life problems through the expected questions.

② The frequency of each question is indicated to enable strategic learning.


5.
My own checklist

① You can organize all concepts on one page by checking your understanding of key concepts for each detailed subject.

② After familiarizing yourself with the concepts through key summary problems and the actual exam experience through expected questions, please finalize your review with a concept checklist.

6.
Includes 3 mock exams for exam preparation

① A total of three mock exams are included.
Please prepare for the exam by solving the problems within the given time limit, just like the actual exam.

② We have organized the explanations in detail so that you can create your own error notebook.


◎ Fund Investment Advisory Certification Passing Strategy

1.
Choosing the right subject for you: Strategies to achieve 75-85 points

It is important to choose a strategic subject and develop a study strategy to study for a high score in that subject and to obtain an average score in subjects that you find difficult.


2.
Learning certificate considering the frequency of questions

The Fund Investment Advisory Certification exam questions are the easiest to obtain compared to other certifications in terms of difficulty, and the basic curriculum is relatively short.
It is important to focus on studying the parts that appear repeatedly in the two most difficult subjects.


3.
Thorough problem analysis

Since its founding in 2003, IPASS Korea has been dedicated to financial education.
Additionally, since the Capital Market Act came into effect in 2009, more than 10 years of expected exam questions have been accumulated.
This book analyzes expected exam questions carefully to help you reach the passing score.


4.
The learning period is approximately 2 to 3 weeks.

Since the fund investment advisory exam is for those with experience in the financial industry, most of the candidates have experience studying for financial qualifications.
If you have obtained a financial qualification within the last 6 months, we recommend that you study intensively for about 2 weeks. If not, you must study intensively for at least 3 weeks.
The derivatives fund section, in particular, takes some time to get used to because it contains a variety of graphs and abbreviated difficult terms.

5.
It is better to use a professional training institution rather than self-study.

Among the financial certifications, it is the most voluminous and the analysis and weight of the questions are important, so we recommend taking classes at a specialized institution.
That's the shortcut to passing.