iM Securities Holds Seminar for Pension Managers: "Strengthening Retirement Planning Consulting Capabilities"

iM Securities is focusing on strengthening its retirement planning consulting capabilities.

According to iM Securities on July 13, a 'Pension Specialist Seminar' was held at the Korea Institute of Financial Investment on July 9 for pension managers from each branch.

This seminar was organized to enhance the consulting skills of iM Securities' pension specialists by providing expert insights on pensions and related topics. Around 40 pension managers from 11 branches nationwide, as well as other interested employees, attended the event.

The seminar consisted of two sessions in total. In the first session, Sunyeop Lee, CEO of AFW Partners, discussed the market outlook and investment strategies for the second half of the year. In the second session, Dongyeop Kim, Managing Director of Mirae Asset Investment and Pension Center, gave a lecture on the role of retail branches in response to the retirement of the baby boomer generation.

Since last year, iM Securities has been operating an annual program called the Pension Specialist Development Course to train all branch employees as pension experts. The second cohort of the program is currently underway, and it consists of four stages in total.

Since April, the company has provided basic and institutional education on pensions to help employees acquire foundational knowledge in the field. Through the portfolio strategy course, employees were able to enhance their ability to design portfolios using exchange-traded funds (ETFs) and mutual funds. In the future, the company plans to conduct sessions to share outstanding sales cases, aiming to internalize sales skills.

An iM Securities representative stated, "As money moves are occurring in the retirement pension market, we are conducting systematic training to provide more professional consulting services. Even remote clients can receive consultations from the branch's pension specialists, so we encourage investors who need assistance to take full advantage of this service."

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