Courses by Topic

Learn the basic steps in retirement planning. The content includes the use of retirement calculators to determine your retirement income needs.

Find out how to assess if you have adequate life insurance coverage and how to choose suitable products if you have any coverage gap. 

Learn key financial planning strategies to secure your lifestyle in retirement. Understand how CPF supports your needs, explore ways to supplement CPF Life payouts, and ensure adequate insurance coverage with the CPF Health Insurance Planner.

This talk helps students understand some money habits and why inculcating good money habits benefits mental health. It provides students with the S.M.A.R.T. framework for setting personal goals plus tools and resources from IFL to help them plan and attain better control of their money. They will also learn safe ways to grow their savings and be aware of financial pitfalls such as excessive use of debt, Buy Now Pay Later schemes, scams and to avoid unregulated “get-rich quick” schemes.

This talk builds on Investing 101 with a practical introduction to key financial products—their pros, cons, and the situations they are best suited for. Participants will also learn about common investment strategies and gain clarity on the differences between Robo-advisors, online brokers and traditional brokerages. The talk will have videos and quizzes to engage students.

This talk gives students a clear introduction to investing—what it is, how it helps us achieve our financial goals and the key factors to consider before getting started. It highlights Singapore Savings Bonds as a safe first step for those turning 18, and cautions against common pitfalls such as high-risk unregulated products (e.g. cryptocurrencies) and investment scams. The talk will have videos and quizzes to engage students.

This is a two-part series workshop aims to equip social workers with the financial knowledge, tools and resources to help their clients manage and improve their finances. Part 1 focus on addressing their spending and savings issues to improve their ability to manage their spending and savings.

This workshop aims to equip social workers with the financial knowledge, tools and resources to help their clients improve their overall finances including addressing weaknesses in money habits, getting better control through basic budgeting, understanding the consequences of turning to unlicensed money lenders and importance of having some basic insurance.

This talk is for participants who are either transitioning to alternative careers, leaving a job and/or embarking on self-employment.  It aims to prepare you for the financial implications, both short-term as well as longer-term owing to change in your circumstances. This workshop is for employees who are being or have been retrenched or are transitioning to alternative careers.

This talk will help participants better understand and manage personal financial planning matters including those that are unique to women and recommends ways to overcome some of these challenges.

This talk helps you understand important factors to take into account when deciding between a BTO or a resale flat for your next home either as a single or a family unit.

This Talk educates youths on the decision-making process when buying a home. They will learn how to assess their affordability, set a housing budget when buying a home and compare financing options.

This Talk educates youths on the purpose and categories of insurance.  They will also be taught on the considerations when buying insurance including how to assess their insurance needs and affordability before they commit to buying.

This Talk educates youths on how to grow their money in a safe way.  They will learn how to start investing simply with Singapore Savings Bonds.

This Talk educates youths on the CPF accounts and their purposes. They will learn about their employment rights of mandatory CPF contributions, understand how CPF helps grow their savings with the power of compound interest and how to increase it further by doing cash top-ups.

This aims to provide parents with the knowledge to teach their children the importance of inculcating good financial habits from young.  It covers ways that can help to give children money sense such as teaching and modelling healthy financial habits and budgeting.

This talk provides a brief insight into the features of common money habits. With positive habits, participants will then understand the benefits of setting financial goals, what are SMART goals and how to set them for themselves. This workshop will help participants identify their relationship with money and identify negative money habits. With positive habits, participants will then learn about the purpose of having financial goals, how to set SMART goals and have hands-on activity to plan for their own goals – including how the use of our savings and goals savings calculators to enable them to develop simple yet effective actionable plans.

This talk aims to help you budget for your first HDB home by considering one-time and recurring costs. Learn about first-timer CPF Housing Grants and compare loans offered by HDB and banks.

This talk aims to help you plan your family finances when starting a family, with an emphasis on government subsidies and tax benefits offered to help defray the cost of having children in Singapore.

This module addresses the following questions: Why do people want to buy a home? What are their housing options? And how should they go about it? This activity-based workshop will help you to understand the objectives of buying a property. You will learn the various costs in buying a home, how to assess your resources and calculate how much you can afford to spend on the property, before deciding on an appropriate property.

Learn to identify common types of scams, measures you can take to avoid being the next victim, and about unregulated investment schemes and their risks.

Learn about unfair sales practices and your rights under the Consumer Protection (Fair Trading) Act (CPFTA) and the Lemon Law. This talk will also cover the role of the Council for Estate Agencies (CEA) and the Financial Industry Disputes Resolution Centre (FIDReC).

Learn about the common scams that seniors fall prey to, warning signs to look out for and measures to take to avoid being the next victim.

Have an overview of the objectives and how to prepare an estate plan. You will also learn the different means of distributing your assets according to your wishes using a Will, CPF and insurance nominations. The Workshop covers the objectives and basic steps in estate planning, as well as the different means of distributing your assets.

In this Talk, you will have an overview of the objectives of estate planning, and what happens if you do not plan and your estate is distributed according to the Intestate Succession Act. Also covered is end-of-life planning with the Lasting Power of Attorney (LPA), Advance Care Planning (ACP) and Advance Medical Directive (AMD). In the Workshop, you will understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

How does CPF prepare you for retirement? How much do you want your payout to be? Will you outlive your savings? This module will answer these questions. You will gain a better understanding of how CPF works, what happens at age 55 and the various CPF Life plans available at age 65. You will also learn about CPF nomination. In this workshop, you will gain a better understanding of how CPF prepares you for your retirement, what happens at age 55 and the various CPF Life plans available at age 65. You will also learn about CPF nomination.

Learn the possible options to help you achieve your retirement goals and their benefits and risks.

Understand why we take mental shortcuts in our thinking and decision-making and how it affects our financial planning. Learn how we can mitigate the effects of mental short cuts and how our minds can hinder or help in investment decisions and money management.

Understand what are ETFs, their structure and the types. Learn the risks and benefits of investing in ETFs and how they can form part of your investment portfolio to provide diversification benefits at lower cost.

Understand the types of REITs and their benefits and risks. Learn about factors to consider when investing in REITs such as how REITs can be valued and what affects their performance. Also learn how to select a REIT.

Learn about basic bond features and types of bonds such as Singapore Government Securities, Singapore Savings Bonds, Corporate Bonds and Bond Funds. Understand basic benefits and risk associated with bond investing and overview of different types of bond products.

This Talk provides some key insights into managing your investment portfolio.  You will learn how to write an Investment Policy Statement tailored to your financial goals, starting with a risk profiling questionnaire.

This talk aims to help you understand the features and risks of some major financial products. You will also learn about investment strategies and how to construct an investment portfolio based on your financial needs and risk appetite. This activity-based workshop aims to help you understand the features and risks of some major financial products.

This talk provides a brief overview of the costs and care options for long term care. Also covered are key information on funding sources such as Government subsidies, CareShield Life and long-term care financing support schemes. This workshop analyses the costs and care options for long term care. Details on funding sources such as Government subsidies.

Learn more about the CPF schemes that provide basic health insurance cover such as MediShield Life, ElderShield and CareShield Life.

This talk and ABW 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 when planning for health insurance.

Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles. This workshop also aims to arm participants with knowledge about various types of health insurance policies open to them when planning their health insurance.

This talk aims to teach you how to reduce your expenses and convert them into savings. You will also understand how compound interest can impact your savings and borrowing, and what to look out for when buying on instalment.

This workshop educates youths on the purpose, importance and considerations of insurance. It also teach the participants how to protect themselves from scams.

This workshop educates youths on how to better manage their money effectively.

This workshop educates youths on how to grow their money in a safe way.

This workshop is an introduction to the basics of personal investing. At the end of the workshop, you will be aware of fundamental basic investing concepts such as risk-return trade-offs, diversification, dollar cost averaging, and considerations every investor should bear in mind as they embark on their maiden investing journey.

Learn how to draw up a financial plan as a couple and take steps to ensure your family is in good financial health by saving, having sufficient insurance and investing. You will also be taught how to budget for your new home and to plan ahead by making a Lasting Power Attorney (LPA) and CPF Nomination.

This module aims to help the self-employed person take account of unique challenges to their financial planning and how understanding important principles will enable them to plan better in order to achieve their financial goals.

Learn how to plan your finances when starting a family, managing expenses and taking care of medical needs. Also find out about available government subsidies, leave schemes and tax benefits for parents.

Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

Understand the different strategies for investing in shares and how to screen companies using their financial statements. Learn the different approaches to valuing shares for example Price-Earnings and Dividend Discount Models.

Understand the purpose of insurance and learn the types of life and health insurance to meet different needs and budget. Find out if you have any shortfall in coverage in order not to commit to too many insurance products. Also learn how national insurance schemes by CPF supports our health and life insurance needs.

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

This talk focuses on what is meant by financial resilience and its importance as a life skill. It aims to equip participants with the knowledge.

Learn the importance of digital financial literacy and how digital financial tools can help you to make better financial decisions.

Assess if you are borrowing too much. Discover the common types of loans and their associated costs. Learn to manage your borrowing and to resolve debt. Those who want to learn about the cost of borrowing, how to reduce debt, how to assess the amount of debt they can afford and the consequences of borrowing too much.

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.

This workshop educates youths on debt management principles.

Learn how to prepare yourself for a comfortable retirement.Understand the basics of retirement planning and factors you need to consider when planning your retirement. Learn how to build your retirement fund through CPF and investing and protect your healthcare needs through insurance. Know how you can plan ahead with CPF nominations and the Lasting Power of Attorney.

This talk aims to help you understand basic concepts and considerations when investing. Learn about investment strategies that can help you manage your risk. You will also learn how you can assess your risk appetite. This activity-based workshop aims to help you understand basic concepts and considerations when investing. Learn about investment strategies.

This activity-based workshop aims to enable you to set S.M.A.R.T. financial goals and develop a budget by tracking your spending.

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.

Learn about recent scams, how to identify warning signs and measures you can take to avoid being the next victim.

Learn the basic steps in retirement planning. The content includes the use of retirement calculators to determine your retirement income needs.

Learn basic concepts and considerations when investing. Understand the features and risks of common financial products.

Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles.

Learn how to assess your life insurance needs. Understand the features of the various types of life insurance policies which are term, whole life.

This workshop is conducted specially for low-wage workers. Participants are taught how to track their spending and to stretch their dollar.

Learn how to build a financial plan using savings, insurance and investments to achieve your goals. Assess your financial position through.

Learn to set S.M.A.R.T. financial goals and calculate how much you need for each goal. Learn how to develop a budget to track your spending.