Our Educational Programmes
Three carefully structured programmes designed to support different stages of your financial learning journey, all grounded in respect for your ability to make informed decisions.
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Three carefully structured programmes designed to support different stages of your financial learning journey, all grounded in respect for your ability to make informed decisions.
Return to HomeEach programme is built on the understanding that financial knowledge develops best through structured learning combined with opportunities for discussion and practical application. We don't believe in one-size-fits-all solutions, which is why our programmes address different learning needs while maintaining consistent educational standards.
A thoughtfully structured programme designed for individuals beginning their financial learning journey. Over four weekly sessions, participants explore core concepts that form the foundation of sound financial decision-making.
Financial Self-Assessment
Understanding your current relationship with money and identifying learning priorities
Income, Expenses, and Cash Flow
Creating sustainable budgets and understanding where your money actually goes
Credit, Debt, and CPF Basics
How these fundamental elements work in Singapore's financial system
Building Your Financial Foundation
Creating a personal action plan for continued financial development
A comprehensive educational experience covering the principles of investing with an emphasis on building understanding rather than promoting specific strategies. This six-session programme helps you develop frameworks for evaluating investment opportunities independently.
Investment Fundamentals
Core concepts and the relationship between different types of investments
Understanding Assessment
How to think about potential outcomes and your responses to different scenarios
Asset Classes in Detail
Equities, fixed income, property, and other investment categories
Portfolio Construction Principles
How investors think about building and maintaining portfolios
Singapore Investment Landscape
Local products, platforms, and regulatory considerations
Developing Your Investment Philosophy
Creating a personal framework aligned with your circumstances and values
An in-depth educational workshop series addressing the full spectrum of personal financial planning. Over eight sessions, participants develop understanding across multiple financial domains and create personalised planning frameworks.
Financial Planning Foundations
What comprehensive planning involves and how to think about your financial life holistically
Goals and Values Alignment
Connecting financial decisions to what matters most to you
Protection Planning
Insurance concepts and thinking through coverage appropriately
Investment Within Planning
How investment decisions fit into broader financial plans
Retirement Planning
CPF strategies, additional provisions, and timeline considerations
Tax Efficiency and Estate Planning
Singapore tax considerations and basic estate planning awareness
Creating Your Financial Roadmap
Developing a personalised plan using structured planning tools
Implementation and Review
Next steps and building skills to review and adjust plans over time
| Feature | Personal Finance Foundations | Investment Literacy | Comprehensive Planning |
|---|---|---|---|
| Duration | 4 weeks | 6 weeks | 8 weeks |
| Session Length | 2 hours | 2.5 hours | 3 hours |
| Group Size | Up to 12 | Up to 12 | Up to 10 |
| Prior Knowledge | None required | Basic concepts helpful | Some familiarity useful |
| Materials Included | Workbook, templates | Workbook, reading lists, templates | Comprehensive workbook, planning tools |
| Community Access | |||
| Follow-up Session | — | — | |
| Investment | SGD 580 | SGD 1,480 | SGD 2,850 |
All programmes include access to our private online community, comprehensive materials, and opportunities for questions and discussion. The appropriate programme depends on your current knowledge level and specific learning interests. We're happy to discuss which might serve you best.
Limited group sizes ensure everyone can participate meaningfully and facilitators can address individual questions.
Workbooks, templates, and reference materials designed to support learning during and after sessions.
Access to our private community for continued discussion and resource sharing with current and past participants.
All content addresses Singapore's specific financial landscape, regulations, and common situations.
Sessions led by qualified professionals who combine financial expertise with teaching ability.
Pure education without commission-based product recommendations, allowing objective discussion of topics.
Not sure which programme fits your needs? We're happy to discuss your learning goals and help you decide which programme might serve you best.
Get Programme Guidance