Talk (1 hour)
Objective
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.
Course Outline
- Components of financial plans
- Considerations when implementing your financial plan
- Monitoring and reviewing your financial plan
Who Should Attend
Those who wish to implement a financial plan using savings, insurance and investing. It is recommended that participants also attend the “Measuring Your Financial Fitness” talk.
Other Language
Mandarin
Activity-based Workshop (1.5 hours)
Objective
This activity-based workshop aims to provide an overview of financial plans; namely savings, insurance and investments and how they can help you achieve your financial goals.
Course Outline
- Components of financial plans
- Considerations when implementing your financial plan
- Monitoring and reviewing your financial plan
Who Should Attend
Those who wish to implement a financial plan using savings, insurance and investing. It is recommended that participants also attend the activity-based workshop on “Measuring Your Financial Fitness”.
Other Language
Mandarin
Begin Your Financial Literacy Journey
Enrol for this course via our e-learning platform Finlearn@Academy, where free and user friendly e-courses are available for learning at your own pace and convenience.