Courses by Topic

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 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.

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.

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 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 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.

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.

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

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.

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.

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 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 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.

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

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.

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