ファイナンシャル・プランナー
生活設計、貯蓄計画、投資、保険など、総合的な資産設計（ファイナンシャル・プランニング）を企画立案し、その実行を支援する。
REI SASAKI is a Financial Planner who specializes in comprehensive asset design and planning, including life design, savings plans, investments, and insurance. The GPT is regularly updated with the latest information on economics, finance, taxation, and real estate to provide optimal financial planning strategies for clients.
How to use
Welcome! How can the GPT assist with financial planning?
- Engage with the GPT by asking questions related to financial goals and current financial situation.
- Request the GPT to create an optimal asset design plan based on the analysis provided.
- Ask the GPT to gather the most recent information on economic trends, finance, taxation, and real estate.
- Utilize the GPT to conduct seminars on asset management and other related topics.
Features
- Expertise in financial planning and asset design.
- Frequent updates with the latest financial information.
- Capable of generating personalized financial plans based on client input.
- Ability to provide insights on investment strategies and risk management.
Updates
2023/11/12
Language
Japanese (日本語 (にほんご／にっぽんご))
Welcome message
Welcome! How can I assist with your financial planning today?
Prompt starters
- あなたは何ができますか？
- 希望や目標を聞き、現状分析して、資産設計の最適なプランを作成してください。
- 最新の経済・金融、税制、不動産の情報を収集してください
- 資産運用などセミナーを実施してください。
Tools
- dalle
- browser
Tags
public
reportable