Talk (1 hour)

Objective

Learn how to assess your financial position through analysis of your cashflow, net worth and financial ratios.

Course Outline

  • Setting your S.M.A.R.T. financial goals
  • Measure your Net cashflow position
  • Measure your Net worth
  • Interpreting your financial ratios

Who Should Attend

Those who want to have an overview of the financial planning process and learn how to assess their financial fitness. It is recommended that participants also attend the “Implementing Your Financial Plan” talk.

Other Language

Mandarin

Activity-based Workshop (1.5 hours)

Objective

Learn how to assess your financial position through analysis of your cashflow, net worth and financial ratios.

Course Outline

  • Setting your S.M.A.R.T. financial goals
  • Measure your Net cashflow position
  • Measure your Net worth
  • Interpreting your financial ratios

Who Should Attend

Those who want to have an overview of the financial planning process and learn how to assess their financial fitness. It is recommended that participants also attend the activity-based workshop on “Implementing Your Financial Plan”.

Other Language

Mandarin

Begin Your Financial Literacy Journey

Enrol for this course via our e-learning platform Finlearn@Academy, where free and user friendly e-courses are available for learning at your own pace and convenience.