Three Courses, Progressive Learning
Choose the course that matches your current knowledge level and learning goals, from fundamental money management to comprehensive financial strategy.
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Our Educational Approach
Each course combines instruction, practical exercises, and personal planning work to build deep understanding of financial concepts and their application to your specific situation.
Adult Learning Methods
We apply proven adult education principles, emphasizing practical application over theoretical lectures.
Small Group Learning
Classes limited to twelve participants enable individual attention while benefiting from group discussion.
Practical Resources
Receive planning templates, analysis tools, and frameworks you'll use long after completing the course.
Strategic Money Management
A practical course addressing essential financial skills for individuals in their 40s and 50s who want to make more informed financial decisions through better understanding and planning.
What You'll Learn
- Realistic budgeting that accounts for competing priorities and lifestyle goals
- Strategic approaches to debt based on interest rates and individual circumstances
- Building emergency reserves appropriate to your life stage and risk tolerance
- Developing sustainable financial habits through simple, maintainable systems
- Setting financial goals that connect to personal values and life priorities
Duration
7 weeks
Weekly Sessions
2 hours
Support Period
2 months
Investment
SGD 650
Strategic Investment Portfolio Building
An investment course for individuals ready to develop thoughtful portfolio strategies for long-term wealth building, appropriate for those with 10-25 years until retirement.
What You'll Learn
- Portfolio construction balancing growth needs with stability requirements
- Asset allocation approaches that evolve appropriately with your timeline
- Understanding stocks, bonds, ETFs, and other investment vehicles in depth
- Evaluating investment costs and their compounding long-term impact
- Tax-efficient portfolio strategies relevant to Singapore investors
- Establishing systematic review and rebalancing approaches
Duration
10 weeks
Weekly Sessions
2 hours
Support Period
6 months
Investment
SGD 1,190
Comprehensive Financial Strategy
An advanced program integrating retirement planning, investment management, tax strategy, risk protection, and estate planning into coordinated approaches for long-term security.
What You'll Learn
- Retirement income planning from CPF, investments, and other sources
- Tax-efficient withdrawal strategies for different life stages
- Healthcare planning and appropriate insurance coverage assessment
- Understanding annuities, income products, and their appropriate uses
- Estate planning fundamentals including trust structures
- Developing personalized financial plans with facilitator guidance
Duration
13 weeks
Consultations
5 individual
Support Period
9 months
Investment
SGD 2,040
Course Comparison
Compare our three courses to determine which matches your current knowledge level and learning objectives.
| Feature | Money Management | Investment Building | Comprehensive Strategy |
|---|---|---|---|
| Best for | Beginning planners | Active investors | Near retirement |
| Duration | 7 weeks | 10 weeks | 13 weeks |
| Budgeting & Cash Flow | |||
| Investment Strategy | |||
| Retirement Planning | |||
| Tax Strategy | |||
| Estate Planning | |||
| Individual Consultations | - | - | 5 sessions |
| Support Period | 2 months | 6 months | 9 months |
| Investment | SGD 650 | SGD 1,190 | SGD 2,040 |
What's Included in Every Course
All our courses maintain consistent quality standards and provide comprehensive support.
Course Materials
Comprehensive workbooks, planning templates, and reference materials you keep.
Planning Tools
Spreadsheets, calculators, and analysis tools for your ongoing use.
Email Support
Extended support period for questions as you implement what you've learned.
Privacy Assured
Strict confidentiality for any personal financial information discussed.
Ready to Start Your Financial Education Journey?
Contact us to discuss which course matches your learning goals and current knowledge level. We'll help you determine the right starting point.
Request Course Information