National investment seminars

Monex, Inc. organizes about five investment seminars a year across the nation, each of which attracts some 500 participants. Not only our CEO and Chief Strategist but outside experts take the rostrum and provide customers with an investment education opportunity on a face-to-face basis.

Total number of seminars held by region (2013-2019)

Hokkaido Tohoku Kanto Chubu Kinki Chugoku Shikoku Kyushu
No. 7 7 2 9 6 1 1 5

Annual total number of participants

FYE 2013 FYE 2014 FYE 2015 FYE 2016 FYE 2017 FYE 2018 FYE 2019
No. 1,813 2,085 1,992 1,259 2,313 1,688 1,989
“National Investment Seminar 2018 in Yokohama”<br/>(approx. 800 people)
拡大
“National Investment Seminar 2018 in Yokohama”
(approx. 800 people)
“National Investment Seminar 2017 in Aichi”<br/>(approx. 500 people)
拡大
“National Investment Seminar 2017 in Aichi”
(approx. 500 people)

Online seminars

Monex disseminates the latest information on investment through online seminars proactively. In addition to those limited to its customers, the company organizes those in which any individual investor can take part as well, thereby providing investors with information widely.

Online seminars organized by Monex, Inc. – Number of participants and seminars

• 2018

Apr-Jun Jul-Sep Oct-Dec
No. of seminars 55 47 49
No. of participants 34,840 29,745 38,338

• 2019

Jan-Mar Apr-Jun Jul-Sep Oct-Dec
No. of seminars 42 52 60 60
No. of participants 26,962 27,932 40,331 42,269

• 2020

Jan-Mar Apr-Jun Jul-Sep
No. of seminars 47 39 37
No. of participants 45,428 36,440 34,118

Investment education at Monex University

Based on the belief that enhancing individual financial literacy helps activate the capital market and develop the economy, Monex, Inc. has focused on educating the public on investment since it was founded. Monex set up Monex University, which performs the pivotal role in investment education, within the organization to carry out activities targeting mainly novice investors continuously.

Endowed university course

Offering an endowed course at the Professional Graduate School of Aoyama Gakuin University (MBA program) every year since 2014. The course covers ROE management in the first term and an overview of the financial capital markets in the second term, with Takashi Hiroki, Chief Strategist, teaching as a faculty member. A total of 583 students have participated in the course (as of the end of December 2020).

Investment education for future generations

Nana Otsuki, Chief Analyst, serves as a professor at the Graduate School of Nagoya University of Commerce & Business, as well as a visiting professor of International Politics and Economics at Nishogakusha University, regularly offering lectures to undergraduate and gradate school students.

Regularly hosting financial lectures for students' investment clubs since 2018.

Co-sponsoring "Mirai Summer Camp," a children's workshop that offers the most advanced learning opportunities, with Mori Building as a main sponsor for four years in a row since 2016.


The theme for 2020 was “Quiz mission! Let's beat the popular YouTuber QuizKnock,” that was conducted online for the first time. Total of 159 children, age from 10 to 15 years old, participated in the quiz challenge and learned how money and finance work in a fun manner.

(森ビル主催 KIDS' WORKSHOP 2018/MIRAI SUMMER CAMP 2018年7月)
(森ビル主催 KIDS' WORKSHOP 2018/MIRAI SUMMER CAMP 2018年7月)
(森ビル主催 KIDS' WORKSHOP 2018/MIRAI SUMMER CAMP 2018年7月)

(KIDS' WORKSHOP 2020/MIRAI SUMMER CAMP hosted by Mori Building in Aug 2020)

Hosting "Money School" events at commercial facilities and co-hosting seminars with Japan Exchange Group as appropriate

Monex organized a "Money School" event in a commercial facility in August 2018, co-sponsored by Tokyo Metropolitan Financial Public Relations Committee whose secretariat office is within the Public Relations Department of Bank of Japan.

Co-hosting seminars with Japan Exchange Group appropriate.

Hosting a variety of investment education seminars for women

Monex hosted a seminar titled "How to Polish Your Money 2019" specifically tailored for women in collaboration with Nikkei WOMAN , giving a lecture on how to grow and increase money for the future.

 

Part I: Key note speech by Satoshi Nojiri, Head of Fidelity Research Institute on Retirement and Investment Education

 

Part II: Talk Session
Satoshi Nojiri, Head of Fidelity Research Institute on Retirement and Investment Education, Asuka Fujikawa, Chief Editor of Nikkei WOMAN, and Nana Otsuki, Head of Monex University, had a discussion session and answered questions submitted from the attendees, including;

"What are good investment channels among many options such as iDeCo and NISA?"; "How can I use my assets in a balanced way in order to actively take part in investment from the perspectives of living up to 100 years old, not just from the perspective of retirement saving?" and "What are the basic ideas of timing for buying and selling?"

 

Publication of books

"How to Increase Money from 1000 yen" was published in June 2018, for beginners of investment and asset management. (Nana Otsuki and Monex University as authors; Published by Wani Books.)

U.S.

TradeStation University

As one of investment education programs targeting individual investors, TradeStation implements an academic program to provide students of 27 universities and other educational institutions across the U.S., including Carnegie Mellon University, the University of Pennsylvania, and New York University, with an educational environment where they can learn trading strategy or risk management through virtual learning courses free of charge.