あんしんFP株式会社(現:株式会社FPパートナー) 設立
Establishment of Anshin FP Inc. (currently FP Partner Inc.)
あんしんFP株式会社(現:株式会社FPパートナー)設立
東京都中央区日本橋堀留町にて、あんしんFP株式会社の営業開始
第1号支社を開設
Opening of the first branch office
東京都千代田区神田東松下町にあんしんFP株式会社本社事務所を移転
Relocation of Anshin FP Inc. headquarters to Kanda Higashi-Matsushita-cho, Chiyoda-ku, Tokyo
あんしんFPパートナー株式会社に商号変更
Change of trade name to Anshin FP Partner Inc.
株式会社FPパートナー(当社とは別会社)との経営統合
生命保険·損害保険を取り扱う保険代理店「あんしんFPパートナー株式会社」の発足
Business integration with FP Partner Inc. (a separate company)
Establishment of Anshin FP Partner Inc. as an insurance agency handling life and non-life insurance
株式会社FPパートナー(当社とは別会社)と合併
Merger with FP Partner Inc. (a separate company)
「プライバシーマーク」認定
保険のビュッフェ株式会社との経営統合により、屋号「保険のビュッフェ」あんしんFPパートナー株式会社の発足
Establishment of Anshin FP Partner Inc. under the brand name "Hoken no Buffet" through a business integration with Hoken No Buffet Inc.
Establishment of Anshin FP Partner Inc. under the brand name “Hoken no Buffet” through a business integration with Hoken No Buffet Inc.
自社ビル取得
会社所有ビルの取得
株式会社FPエージェントとの経営統合により、「株式会社FPパートナー」の発足
Establishment of FP Partner Inc. through the business integration of Anshin FP Partner Inc. and FP Agents Inc.
株式会社FPパートナーの代表取締役社長に黒木 勉が就任
Tsutomu Kuroki appointed Representative Director and President of FP Partner Inc.
東京都新宿区新宿のJR新宿ミライナタワーに株式会社FPパートナー本社を移転
Relocation of FP Partner Inc. headquarters to JR Shinjuku Miraina Tower, in Shinjuku, Tokyo
来店型ショップ第1号店を開店
Opening of the first customer consulting counter (shop)
資本金増資
お客さま本位の業務運営方針を公表
Capital increase
Publication of our Customer-Oriented Business Operations Policy
全国47都道府県に営業拠点を開所
Opening of sales offices in all 47 prefectures of Japan
営業・事業室を開設
Establishment of sales and business offices
東京都文京区後楽に株式会社FPパートナー本社を移転
第1回全国ロールプレイング大会 開催
Relocation of FP Partner Inc. headquarters to Koraku, Bunkyo-ku, Tokyo
Hosting of the first National Role-Playing Competition
一般社団法人日本ゴールボール協会 オフィシャルパートナー契約
Signing of an official partnership agreement with the Japan Goalball Association
「保険のビュッフェ」を「マネードクター」に屋号変更
Rebranding of "Hoken No Buffet" to "Money Doctor"
Rebranding of “Hoken No Buffet” to “Money Doctor"
Rebranding of “Hoken No Buffet” to “Money Doctor”
コールセンター室を新設
Establishment of a new call center
大手通信企業との合弁会社にて事業を展開
Business expansion through a joint venture with a major telecommunications company
オンラインFP相談サービスを展開
Launch of online financial planning consultation service
子ども体験型セミナー「キッズスマイルアカデミー」サービスを展開
Launch of "Kids Smile Academy," an experiential seminar program for children
Launch of “Kids Smile Academy,” an experiential seminar program for children
スローガンとして「Quality Focus」を制定
代理店から事業を引き継ぐ「契約譲受制度」を展開·推進
Adoption of "Quality Focus" as the company slogan
Introduction and promotion of the "Policy Transfer Program" for business succession from agencies
Adoption of “Quality Focus” as the company slogan
Introduction and promotion of the “Policy Transfer Program” for business succession from agencies
金融商品仲介業(IFA)の業務を展開
Launch of Independent Financial Advisor (IFA) services
「健康宣言」表明
店舗オフィスを開設
Declaration of "Health Commitment"
Opening of store-attached offices
Declaration of “Health Commitment"
Declaration of “Health Commitment”
マネードクタープレミア第1号店を開店
Opening of the first Money Doctor Premier location
IFAオフィスを新規設置
Establishment of a new IFA office
大手通信系銀行の住宅ローンを取り扱い
Start of handling housing loans from a major telecommunications group bank
「健康経営優良法人(大規模法人部門)」認定
大手電力子会社とファイナンシャルプランニングに関する業務提携契約
Certification as a "Health and Productivity Management Outstanding Organization (Large Enterprise Category)"
Signing of a business alliance agreement on financial planning with a major power company subsidiary
Certification as a “Health and Productivity Management Outstanding Organization (Large Enterprise Category)"
Certification as a “Health and Productivity Management Outstanding Organization (Large Enterprise Category)”
東京証券取引所グロース市場上場
Listing on the Tokyo Stock Exchange Growth Market
ライフプランシミュレーション「マネーカルテ」運用
マネードクターラウンジを開設
Launch of the life plan simulation service "Money Karte"
Opening of Money Doctor Lounge
Large-scale policy transfers from a non-life insurance agency
Hosting of POP-UP consultation events
金融リテラシー向上を目的とした研修業務について、複数の金融機関と委託契約に合意
幼児向け金融教育プログラム「社会体験版おみせやさんごっこ」を展開
Agreement with multiple financial institutions on commissioned training services aimed at improving financial literacy
Release of financial education program for young children: "Playing Store" (Social Experience Edition)
Release of financial education program for young children: “Playing Store” (Social Experience Edition)
和歌山県と家計改善支援事業において業務委託を締結
Business consignment agreement with Wakayama Prefecture for household budget improvement support
Release of financial education program for young children: “Playing Store” (Social Experience Edition)
従業員持株会制度導入
Introduction of an employee stock ownership plan
Business consignment agreement with Wakayama Prefecture for household budget improvement support
住宅ローン比較オンラインサービス「モゲチェック」の案内を開始
Launch of "MogeCheck," an online mortgage loan comparison service
Introduction of an employee stock ownership plan
Launch of “MogeCheck,” an online mortgage loan comparison service
女性活躍推進企業「えるぼし認定」取得
お客さまとのコミュニケーションツール「マネドクLINE」を展開
Acquisition of "Eruboshi Certification" for promoting women's advancement
Release of "MoneyDoc LINE," a customer communication tool
Launch of “MogeCheck,” an online mortgage loan comparison service
Acquisition of “Eruboshi Certification” for promoting women’s advancement
Release of “MoneyDoc LINE,” a customer communication tool
東京証券取引所プライム市場への上場市場区分変更
Market listing transfer to the Tokyo Stock Exchange Prime Market
損保オフィスを新設
損害保険代理店との大型契約譲受
POPUPイベント(お金の相談会)を開催
Establishment of a new non-life insurance office
Large-scale policy transfers from a non-life insurance agency
Hosting of POP-UP consultation events
生命保険会社出資代理店の保険契約一部譲受
Hosting of POP-UP consultation events
Partial transfer of insurance policies from a life insurance company-funded agency
当社初のM&A取引完了
金融教育プログラム「マネスク」本格始動
Completion of the company’s first M&A transaction
Full-scale launch of the financial literacy program “Manesuku (MoneySchool)”
自社ビル(FP名古屋ビル)竣工
Full-scale launch of the financial literacy program “Manesuku (MoneySchool)”
FP名古屋ビル(会社所有ビル)の完成
初の新卒入社式を開催
Holding of the first new graduate entrance ceremony
事業提携部 総合支社(現:事業提携部 アライアンス支社)を開設
Opening of the Business Alliance Department General Branch Office
コーポレートスローガン「NEXT宣言」を策定
自社ビル(FP浅草橋ビル)竣工
東京都台東区浅草橋に株式会社FPパートナー新本社を建設し、本社を移転
当社初となる新卒営業社員の入社式を開催