Development of an Education Curriculum for Financial Planners
First written in FY2021. 6 of 10 entries say "Advanced", first in FY2023. Latest entry: 2026-08-12.
3 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「As of the end of March 2026, approximately half of the consultants in the Company's sales division were new graduates, while the proportion exceeded 80% in its core online and face-to-face sales organizations. The Company is digitizing its training content, seeking to improve training efficiency through internal use and focusing on providing the content to financial institutions and other financial service providers.」
The Company disclosed the proportion of new graduates in the sales division and in its online and face-to-face sales organizations, and continues to digitize educational content and provide it externally. - 2026-05-14AdvancedEarnings presentation materials
「Focus on training and improving retention while also seeking higher productivity through a newly built AI and data platform.」
Identified training and improved retention as priority measures alongside expanded hiring, and made clear their linkage with productivity improvements through an AI and data platform. - FY2026-H1AdvancedAnnual report
「The Company hired more than 30 new graduates in April 2025. Following training and development through the second quarter, they will begin working from the third quarter.」
The Company reported progress in training and putting more than 30 new graduates into active service, with training and development through the second quarter and work commencing from the third quarter. - FY2025RestatedAnnual report
「As of the end of March 2025, approximately half of the consultants in the Company's sales division were new graduates, while the proportion exceeded 80% in its core online and face-to-face sales organizations. The Company is digitizing its training content, seeking to improve training efficiency through internal use and focusing on providing the content to financial institutions and other financial service providers.」
The Company reconfirmed that new graduates account for approximately half of the sales division and more than 80% of its core sales organizations, and that it is digitizing educational content and plans to provide it externally. - FY2023AdvancedAnnual report
「By combining efficient training through the digitization of educational content with follow-up by a dedicated education division, the Group is promoting training that fuses people and digital technology, with the aim of increasing the number of consultants and raising their knowledge and skill levels to a consistently high standard, its most important growth strategy priority.」
In addition to its existing proprietary education curriculum, the Group has specified the digitization of educational content, follow-up by a dedicated education division and provision of the content to external financial businesses. - FY2023-Q3RestatedAnnual report
「We have also focused on improving consultants’ sales productivity and pursued efficient business operations, centered on more efficient consultant training.」
The Group continues to identify more efficient consultant training as a means of improving sales productivity. - FY2023-Q1RestatedAnnual report
「At the same time, we have focused on improving consultants’ sales productivity and pursued efficient business operations, centered on the adoption of online consultations and more efficient consultant training.」
The Group continues to identify more efficient consultant training as a means of improving sales productivity. - FY2021First statedAnnual report
「To enhance the value provided as financial planners, the Group is independently developing an education program for systematically acquiring a broad range of knowledge, in addition to product knowledge, covering areas such as life planning, social security systems and tax systems.」
As of the end of March 2021, approximately 60% of consultants in the sales division were new graduates. Compliance awareness and a customer-focused approach are also included in the training.