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.

Total number of seminars held by region (2013-2021.10)

Hokkaido Tohoku Kanto Chubu Kinki Chugoku Shikoku Kyushu
No. 10 10 6 12 9 4 4 8

Annual total number of participants

FYE 2013 FYE 2014 FYE 2015 FYE 2016 FYE 2017 FYE 2018 FYE 2019 FYE 2020 FYE 2021
No. 1,813 2,085 1,992 1,259 2,313 1,688 1,989 3,213 12,370

*Held virtually in FY2020 and FY2021

“National Investment Seminar 2018 in Yokohama”<br/>(approx. 800 people)
拡大
“National Investment Seminar 2018 in Yokohama”
(approx. 800 people)
“National Investment Seminar 2020” (virtual)
拡大
“National Investment Seminar 2020” (virtual)

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 Oct-Dec
No. of seminars 47 39 37 36
No. of participants 45,428 36,440 34,118 30,947

• 2021

Jan-Mar Apr-Jun Jul-Sep
No. of seminars 38 39 49
No. of participants 44,958 42,343 35,085

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 668 students have participated in the course (as of the end of December 2021).

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.

For five consecutive years since 2017, we have sponsored the MIRAI SUMMER CAMP, a kids' workshop sponsored by Mori Building that provides children with cutting-edge learning opportunities.  In 2021, financial planners Catherine and Nancy*, who are engaged in financial education activities nationwide,  served as instructors, and everyone enjoyed the workshop.
The participants enjoyed learning about money and the mechanism of stock investment in the workshop.
(*Catherine (Kaori
 Takeuchi) and Nancy (Nami Nishioka) are financial planners from a securities company. They offer financial courses for children and parents under the theme of "Making Money Education as a Part of Public Education. They are active mainly in elementary schools and public institutions (259 courses as of July 2021).

https://www.katherineandnancy.com/

(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 2021/MIRAI SUMMER CAMP hosted by Mori Building in Aug 2021)

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

・Start Today! The Ultimate Guide to Investing in U.S. Stocks: Why Oki Matsumoto Recommends It (by Oki Matsumoto, published by Toyo Keizai Inc. in October 2021)
・Chart Analysis that All Winning Investors Know (by Tadashi Fukushima, published by Fusosha in March 2021)
・Popular Strategist's Predictions! 2021 Market Issues (by Takashi Hiroki, published by Nihon Keizai Shimbun, December 2020)
・Now is Your Chance! An Introduction to Investing in U.S. Stocks to Increase Your Assets (by Heihachiro Okamoto, published by Business Inc. in December 2020)
・The Truth about the Great FX Market (by Hisashi Yoshida, published by Business-Sha in November 2020)

U.S.

Tradestation Education

Tradestation offers a unique trading education experience that allows traders to choose the education modality that they feel is right for them. Education is offered with in person and virtual learning classrooms available at multiple times throughout the day. Clients can connect to a live Tradestation specialist to answer questions, walk through product demonstrations, view trade strategy applied in the platform, and learn market basics. Tradestation offers a range of learning opportunities from formal education courses about products and the markets and also quick online tutorials and live Q&A sessions with industry experts and Tradestation training specialists. Tradestation also participates in industry conferences and speaking engagements across the country, connecting real market knowledge with useful ways to set up the platform to ensure clients can trade efficiently, and confidently.