a tax accountant's job
FP cannot
• provide individualized tax advice (I can provide general information only.)
• act as an agent for tax returns
these are services exclusively reserved for licensed tax accountants.
税理士でないFPは、 ・個別具体的な税務相談(一般的な説明ならOK) ・税務申告の代理 が有償無償問わずできない
an attorney's job
FP cannot
• provide individualized legal advice
• representation in litigation proceedings
these are services exclusively reserved for licensed attorneys.
弁護士でないFPは、 ・具体的な法律相談(一般的な説明ならOK) ・訴訟手続きの代理 ができない
a insurance agent's job
FP cannot • recommend specific insurance products this is a service exclusively reserved for licensed insurance agents.
保険募集人でないFPは、 ・具体的な保険商品の募集や勧誘(勧誘目的でない一般的な商品説明はOK) ができない
a real estate broker's job
FP cannnot . buy and sell real estate this is a service exclusively reserved for licensed real estate brokers.
宅地建物取引業者でないFPは、 ・宅地や建物の売買業務 ができない
a financial instruments business operator's job
FP cannnot . investment advisory . investment agency . investment management these are services exclusively reserved for financial instruments business operators.
金融商品取引業者でないFPは、 ・投資助言 ・投資の代理 ・投資運用業 ができない
a Land and House Surveyor's job
FP cannot . Land and building surveys and measurements . representation in title registration applications these are services reserved for Land and House Surveyors.
土地家屋調査士でないFPは、不動産の表示に関する登記に必要な ・土地や家屋に関する調査または測量 ・表題部の登記申請手続きの代理 ができない
a real estate appraiser's job
FP cannnot . real estate appraisal this is a service reserved for licensed real estate appraisers.
不動産鑑定士でないFPは、 ・不動産の鑑定評価 が有償でできない
a social security and labor attorney's job
FP cannnot . prepare applications . submit applications . act as an agent for application procedures these are services reserved for social security and labor attorneys.
社会保険労務士でないFPは、労働及び社会保険に関する ・申請書などの作成 ・申請書などの提出・申請手続きの代理 ができない
a judical scrivener's job
FP cannnot . prepare documents to be submitted to the Legal Affairs Bureau this is a service reserved for judicial scriveners.
司法書士でないFPは、 ・法務局に提出する書類の作成 ができない