Korea Certified Private Banker study plan

Map the exam blueprint into a one-page coverage table showing all 7 domains, their weights, and the number of study hours each will receive

Summarize the core regulatory framework governing private banking in Korea (banking, capital markets, and financial consumer protection statutes) and list the supervisory bodies and their main functions

Explain suitability, appropriateness, and explanation-duty obligations owed to high-net-worth clients, and identify which product categories trigger each obligation

Build a personal glossary of 30 Korean regulatory terms with English equivalents and a one-line definition for each

Distinguish the licensing and conduct rules that apply to banks, securities firms, and asset management companies when serving private banking clients

Outline anti-money-laundering and know-your-customer requirements, including enhanced due diligence triggers for politically exposed persons

Describe the complaint handling, dispute mediation, and investor compensation mechanisms available to clients

Compare the scope of permitted advisory versus discretionary portfolio services under Korean rules

Construct a full personal financial statement (balance sheet and cash flow) for a hypothetical high-net-worth household

Calculate and interpret core financial ratios: savings rate, debt service ratio, total debt-to-asset ratio, and liquidity ratio

Match client risk tolerance, time horizon, and liquidity needs to asset allocation ranges using a documented profiling questionnaire

Draft a written investment policy statement with objectives, constraints, rebalancing rules, and review triggers

Compare equities, fixed income, funds, ETFs, and structured products on return drivers, risk factors, fees, and tax treatment

Compute bond duration, convexity, and yield measures, and explain how each responds to rate changes

Evaluate portfolio performance using Sharpe ratio, information ratio, and maximum drawdown

Explain the mechanics and payoff profiles of equity-linked securities and derivatives-linked securities, including principal protection conditions and early redemption features

Classify income types under Korean tax law (interest, dividends, business, employment, pension, capital gains) and state the applicable rates and withholding rules

Explain the comprehensive income taxation mechanism and calculate the additional tax burden for a high-income household

Apply capital gains tax rules to listed and unlisted shares, including major shareholder criteria and holding period requirements

Identify legitimate tax planning structures and distinguish them from arrangements that risk challenge under substance-over-form principles

Compute acquisition tax, property holding tax, and comprehensive real estate holding tax for a multi-property household

Explain the tax treatment of rental income and the distinction between registered and unregistered rental business status

Compare real estate, real estate investment trusts, infrastructure funds, and private equity funds on liquidity, valuation, leverage, and tax

Assess the role of alternative investments in a high-net-worth portfolio and identify the key due diligence questions before recommending one

Estimate retirement funding needs using inflation-adjusted replacement ratios and calculate the required annual savings to close the gap

Compare pension products and retirement account types on contribution limits, tax deferral, and withdrawal rules

Explain intestate succession order, forced heirship shares, and the effect of a valid will under Korean inheritance law

Calculate inheritance tax and gift tax for representative family scenarios, including deductions, tax credits, and installment payment options

Apply the private banker code of conduct to 6 ethical dilemma scenarios involving conflicts of interest, gifts, client confidentiality, and unsuitable recommendations

Structure a client discovery meeting agenda covering goals, constraints, family dynamics, and decision-making authority

Review all prior weekly deliverables and close every gap flagged during self-assessment

Complete two timed mock exams under exam conditions and analyze every incorrect answer by domain