Supervisor
Takashi Ishizaka
Japan Securities Dealers Association Class 1 Securities Sales Representative
Career
After graduating from university, I developed an interest in stock trading, government bonds, and foreign exchange margin trading, expanding my financial knowledge through actual trading.
Feeling that improving financial literacy among young people is essential in a super-aging society (based on WHO standards), I began by obtaining a Level 3 Financial Planning Technician certification, followed by a Level 2 Financial Planning Technician certification and an AFP (Affiliated Financial Planner – certified by the Japan Financial Planners Association).
In 2024, I obtained a Class 1 Securities Sales Representative qualification from the Japan Securities Dealers Association (JSDA) and now work as a Certified Asset Building Consultant by the Securities Analysts Association of Japan.
Currently, in addition to my FP work, I oversee all aspects of the launch, design, operation, and web writing for the comprehensive economic portal "Money Ships."
Qualifications held
• Japan Securities Dealers Association (JSDA) Class 1 Securities Sales Representative Qualification
• NPO Japan Financial Planners Association Level 3 Financial Planning Specialist
• NPO Japan Financial Planners Association Level 2 Financial Planning Specialist
• AFP (Affiliated Financial Planner – Certified by Japan Financial Planners Association)
• Japan Securities Analysts Association Certified Asset Formation Consultant ABC
• Financial Literacy Test®, Financial and Fiscal Affairs Research Institute
Related sites and social media
X (formerly Twitter)
Economic Portal Money Ships