Hi ,
Thank you for taking the first step to Know
Here are our recommendations for your LEARNing:

(W) – Workshop (T) – Talk

FOUNDATION MODULES

Financial Planning For Families With Special Needs (W)

Financial Planning For Families With Special Needs (W)
Learn how to assess the amount needed for families with special needs members. If there is a shortfall after taking into account their current resources, participants are taught how to close the gap. They also learn the basics of estate planning.

Click here to find out more.

CORE MODULES

Understanding Life Insurance (W)
or 1. Assessing Your Insurance Needs (T)
2. Types of Life Insurance (T)

Understanding Basic Health Insurance (W)
or 1. Types of Health Insurance (T)
2. CPF Insurance Schemes (T)

Understanding Life Insurance (W)
Learn how to assess your life insurance needs. Understand the features of the various types of life insurance policies which are term, whole life, endowment and investment-linked policies. Find out about Direct Purchase Insurance (DPI) and learn how to use online portal compareFIRST to compare and select life insurance products.

Click here to find out more.

Assessing Your Insurance Needs (T)
Learn how to use a life insurance calculator to assess how much coverage you need and the considerations when selecting suitable products. You will also learn how to use online portal compareFIRST to compare and select life insurance products.

Click here to find out more.

Types Of Life Insurance (T)
This talk aims to help you understand the various types of life insurance which are term, whole life, endowment and investment-linked products. You will be taught how to select life insurance products that meet your objectives.

Click here to find out more.

Understanding Basic Health Insurance (W)
Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles. Find out about the CPF schemes that provide basic health insurance cover such as MediShield Life, ElderShield and CareShield Life.

Click here to find out more.

Types Of Health Insurance (T)
Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles.

Click here to find out more.

CPF Insurance Schemes (T)
Learn about the CPF schemes that provide basic health insurance cover such as MediShield Life, ElderShield and CareShield Life.

Click here to find out more.

Unable to attend the sessions?
You can continue your LEARNing here:

3 Investments To Own for Life

How to Invest Money for Beginners

The Best Way to Invest Your Money

Not what you are looking for? Click here to view our full list of e-learning videos.

CONTACT US