Courses by Topic

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.

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

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

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.

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.

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 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.

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.

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.

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

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

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.

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 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).

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.

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

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.

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

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 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 assess the amount needed for families with special needs members. If there is a shortfall after taking into account their current resources.