Building financial literacy starts with a single step. Let’s begin the journey together.
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.