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.