One of activities that JAFP focuses on is "to publish financial planning related publications". Our current publications are categorized in the following four areas depending on their purposes and whom we are targeting; 1) Journal of Financial Planning to our members, 2) Financial Planning Textbooks, Exam Question Books and related publications, 3) Personal Finance Education Booklets, and 4) Survey Reports. All are published in Japanese.
(1) Journal of Financial Planning
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The Journal of Financial Planning was first published in February 1996 to offer updated
information in financial planning and as a continuing education tool for certified members.
Under the licensing agreement with the Financial Planning Association in the United States,
some of the contents from Journal of Financial Planning are translated into our Journal.
The publication frequency changed to monthly after October 2001, and is distributed to all our
members. Some portions of articles from our Journal are placed on-line as well. |
(2) Financial Planning Textbooks, Exam Question Books, and related publications
These publications may be purchased online, via mail order, or at the major bookstores.
| Publication |
Contents |
Price |
FP Textbook (6 book series - based on CFP® certification education curriculum)
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The textbooks are for those who are going to sit for the CFP® certification examination or wish to expand/improve their knowledge and skills. Published separately in 6 subjects including "Personal Finance", "Financial Asset Planning", "Real Estate Investment Planning", "Risk Management", "Tax Planning" and "Estate and Business Succession Planning". They are revised annually. |
¥2,100 ea. |
CFP® Certification Exam Question Book (6 book series)
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The past CFP® Certification Exam questions and answers along with explanations in 6 series separated by subjects including "Financial Asset Planning", "Real Estate Investment Planning", "Life Planning and Retirement Planning", "Risk and Insurance", "Tax Planning", and "Estate and Business Succession Planning". |
¥840 ea. |
How to Write Recommendation
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Definitions and key areas of developing recommendations are covered with sample recommendations. Various data are provided at the end of the book to utilize as tools. |
¥2,100 |
Personal Finance Research
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The eleven comprehensive personal finance research papers are to help practitioners to develop professional competence. |
¥2,625 |
Introduction to Financial Planning for Students
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Financial planning basics plus 6 areas of studies are systematically covered, and shows how to write recommendations for clients. |
¥1,470 |
Secrets to Have Dreams Come True - The Works of Financial Planners in Life Planning
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An animated book to explain the financial planning profession, targeting higher elementary school students. The book is to provide children and their parents' awareness of the importance of financial planning. |
¥600 |
(3) Personal Finance Education Booklets
These booklets are used at FP Forums held by the JAFP Blocks and Chapters for consumers, free of charge. The booklets may be purchased by individual.
| Publication |
Contents |
Price |
Life and Money Q&A - Answered by Financial Planners!
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An easy to understand, Q&A format booklet explained by financial planners. It is categorized in life-stage ages and centered around the most frequently asked questions and most interesting issues. |
¥300 |
Life and Money Workbook - Have Dreams Come True!
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A booklet that helps readers grasp their current financial status by entering their personal financial information, with utilizing graphs and charts as references. Worksheets are attached. |
¥300 |
Let's Start Retirement Planning Now - Second Life Thoughts for 50s and over
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An introductory booklet that helps readers who are reaching their retirement age grasp their retirement planning and cash flow. Worksheets are attached. |
¥300 |
Financial Planning - Let's Start Today
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A brochure for clients and consumers. It explains what financial planning and planner are, in an easy to understand format. |
¥1,000 / 100 units |
These booklets are not for sale, but online files are available.
| Publication |
Contents |
Disaster Planning Guidebook - For Protecting Your Life
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A handy guidebook that explains what needs to be done to prepare for natural disasters, and what steps to take after disaster strikes. |
What You Must Know before You Consult with a Financial Planner
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A booklet for consumers. It points out "must- know" key areas prior to consulting with a financial planner. |
These booklets are used to promote personal finance education for high school and college students. These are distributed to public and private schools, free of charge. They may be purchased by individual.
| Publication |
Contents |
Price |
Personal Finance for Teens - Knowledge of Money and Personal Finance for Adulthood (Textbook)
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For high school students. It consists of 10 chapters addressing the nature of money: "learning about money", "how to spend money", "how to earn money", "how to save and accumulate money", "how to borrow", and etc. |
¥700 |
Personal Finance for Teens - Instructor's Manual (DVD is attached)
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Published as the instructor's manual for the textbook "Personal Finance for Teens". "Our Personal Finance" DVD is attached to assist teaching. |
¥2,100 |
Money & Career for Students - A Useful Handbook!
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For college students in all fields. It consists of five key areas for their college years and future about money and career. An easy to follow and understand format and design. |
¥200 |
(4) Survey Reports
JAFP conducts surveys on trends and status of the financial planning industry in Japan. The reports are posted on "My Page" which is the JAFP's members-only website. We also issue press releases about the survey results.
| Survey Reports |
Contents |
| Financial Planner Practice Survey |
Reports conducted annually from 2004 thru 2010. Its purposes were to identify the current practice of financial planning issues focusing on independent financial planners' areas of practice and their awareness of the industry. It is utilized as a base for the future promotion of financial planning for the organization. |
| Life Planning Awareness Survey for People in Their Prime Working Years (30's-40's) |
Conducted in January 2010. The survey's objective was to find out the awareness of financial planning in their 30's - 40's to utilize the results for comprehensive consulting services and personal finance education in the future. |
| Life Planning Awareness Survey for People in Their Twenties |
Conducted in February 2009. The survey's objective was to find out the awareness of financial planning in their twenties to utilize the results for comprehensive consulting services and personal finance education in the future. |
| Awareness of Asset Management and Financial Planners Survey |
Conducted in February 2008. The survey's objective was to find out the awareness and trend of asset management, the awareness of financial planning/planners and the use by the consumers. |
| Second Life and Retirement Fund Awareness Survey |
Conducted in March 2007. The survey's objective was to find out the awareness of their second life and retirement fund between the age 51 and 60 who were married and earned income. |
| Financial Planning Actual Status Survey at Financial Institutions |
Conducted during August and September 2006. The survey's purpose was to identify the current actual status of financial planning in Japanese financial institutions. |
| Life After Retirement Survey for Corporate Employees |
Conducted during November and December 2005. The survey's purpose was to be a resource for the public to understand life planning after retirement, awareness of money and trends. |
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