Activity-Based Workshop (1.5 hour)

Objective

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.

Participants will learn how to measure their financial fitness, set up a robust budget, boost savings to meet their healthcare costs, obtain support from government, take stock of their insurance adequacy and plan for retirement while continuing to deepen their skills.

Course Outline

  • Financial Goals and Key Financial Planning Issues for SEPs
  • Measuring Your Financial Fitness
  • Planning & Setting up a Budget
  • Savings for Your Healthcare Cost
  • Government Support
  • Ensuring Adequate Protection
  • Planning Early for Retirement
  • Skills Upgrading / Career Advisory

Who Should Attend

Self-employed persons including platform workers keen to learn the right ways to manage their money and monitor their financial health, how to optimise CPF and what is needed to prepare for future retirement.

Workshop (3 hours)

Objective

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. Participants will learn how to measure their financial fitness, set up a robust budget, boost savings to meet their healthcare costs, obtain support from government, take stock of their insurance adequacy and plan for retirement while continuing to deepen their skills.

Course Outline

  • Financial Goals and Key Financial Planning Issues for SEPs
  • Measuring Your Financial Fitness
  • Planning & Setting up a Budget
  • Savings for Your Healthcare Cost
  • Government Support
  • Ensuring Adequate Protection
  • Planning Early for Retirement
  • Skills Upgrading / Career Advisory

Who Should Attend

Self-employed persons including platform workers keen to learn the right ways to manage their money and monitor their financial health, how to optimise CPF and what is needed to prepare for future retirement.

Begin Your Financial Literacy Journey

To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.


If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.