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Here are our recommendations for your LEARNing:

(W) – Workshop (T) – Talk

FOUNDATION MODULES

Financial Planning Begins Now (W)
or 1. Measuring Your Financial Fitness (T)
2. Implementing Your Financial Plan (T)

Financial Planning Begins Now (W)
Learn how to build a financial plan using savings, insurance and investments to achieve your goals. Assess your financial position through analysis of your cashflow, net worth and financial ratios.

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Measuring Your Financial Fitness (T)
Learn how to assess your financial position through analysis of your cashflow, net worth and financial ratios.

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Implementing Your Financial Plan (T)
This talk aims to provide an overview of financial plans; namely savings, insurance and investments and how they can help you achieve your financial goals. Learn how to assess your financial position through analysis of your cashflow, net worth and financial ratios.

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CORE MODULES

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

2. 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.

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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.

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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.

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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.

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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

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