◎ 1 subject investment recommendation [Key summary questions → Expected questions → Key checklist]
Chapter 1 Laws
Chapter 2 Professional Ethics and Investor Dispute Prevention
Chapter 3 Fund Sales Practices
Chapter 4 Investment Solicitation

◎ 2-subject fund investment [Key summary questions → Expected questions → Key checklist]
Chapter 1 Fund Structure? Understanding
Chapter 2 Fund Evaluation
Chapter 3 Investment Management

◎ 3 Subjects Real Estate Fund [Key Summary Questions → Expected Questions → Key Checklist]
Chapter 1 Laws and Regulations Related to Real Estate Funds
Chapter 2 Real Estate Fund Sales Practices

◎ Appendix Final Practice Test
1st mock exam
2nd mock exam
3rd mock exam
Answers and explanations for questions 1, 2, and 3

1.
Complete in one volume → From basic terminology explanations to final mock exams, complete in one volume
Among financial qualifications, fund investment advisory is considered a relatively easy qualification! However, because it involves new terms and concepts, it can be overwhelming for financial novices.
This iPass Fund Investment Advisory helps you master everything from basic terminology to the final mock exam, all in one book.

2.
Analysis, Prediction, and Measurement → Analysis and prediction of the latest exam trends
The IPASS Korea faculty analyzed and predicted each exam.
We analyze the test questions from all Financial Investment Association exams, including the Fund Investment Advisor Exam, to identify trends.
Based on this, we have compiled into one book only the questions that are likely to appear on the exam.


3.
Study Plan → Provides a study plan based on the frequency of questions.
You're not trying to pass with a perfect score, are you? To become a fund investment advisor, you need just 60 points to pass.
To help you study appropriately, we have indicated the frequency of each question in detail.
You can pass the exam with ease by studying according to the study plan developed based on the frequency of questions.


4.
Final Summary → 3rd round of final mock exams for the exam
In addition to key summary questions and expected exam questions for each unit, it also includes mock exams that are three times the number of questions required to prepare for the exam.
Please try to solve the problems according to the timer just before going to the test site, just like in the actual test.
The final mock exam, the most frequently mentioned in successful candidates' reviews! You can see its true value at the test site.


5.
Free lectures → Free problem-solving lectures provided
We hope that all students who use this textbook will pass the exam, so we provide the solution lectures free of charge.
We hope that you will simultaneously gain a core understanding and grasp the trends in exam questions through problem-solving lectures given directly by the professors who developed the problems.

◎ Fund Investment Recommendation Agent Exam Success Strategy

1. High-Score and Passing Strategies for Fund Investment Solicitation Agents
Choosing the right subject for you: Strategies to achieve 75-85 points
It is important to select a strategic subject among fund investment, investment recommendation, and real estate fund, study the subject thoroughly to achieve a high score, and develop a study strategy to achieve an average score for subjects that seem difficult.
In particular, since the points assigned to each subject are different, you should consider high-point subjects when choosing strategic subjects.


2.
Learning considering the frequency of questions
The fund investment advisor exam questions are not particularly difficult, but they cover a wide range of subjects and tend to cover a wide variety of issues.
It is important to focus on studying the parts that are repeatedly tested.


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 4 weeks.
For non-majors, it is recommended to study for about 4 weeks.
Even for majors, they study for about two weeks, especially understanding funds/trusts and professional ethics.
The real estate fund sector is not easily accessible in everyday life, so it takes time to get used to it.


5.
It is better to use a professional training institution rather than self-study.
The fund investment recommendation agent qualification is considered a basic qualification among financial investment qualifications.
Therefore, since many people seeking certification are unfamiliar with financial studies, I recommend taking classes at a specialized institution that can teach you the basics from the beginning.
That's the shortcut to passing.