Course curriculum

    1. Fundamentals of Financial Planning

    2. Saving Money

    3. Getting Married

    4. Buying a House

      FREE PREVIEW

    5. Having a Child

    6. Taking Care of Aged Parents

    1. The Goalkeeper - Insurance

    2. Life Insurance

    3. Term Insurance

    4. Term Vs Life Insurance

    5. Term Vs Life Insurance - Examples

    6. Savings Insurance

    7. Disability Insurance

    8. Critical Illness Insurance

    9. Accident Insurance

      FREE PREVIEW

    10. Hospitilisation Insurance

    11. Summary

    1. ETF

    2. Unit Trust

    3. Constructing Your Portfolio - Growth & Income

    4. Roboadvisors

    5. Bonds

    6. Stocks

    7. Execution

    1. How much do you need for Retirement?

    2. CPF

    3. Supplement Retirement Scheme (SRS)

    4. Multiple Streams of Income

    5. Estate Planning

    1. Portfolio Management

    2. Investor Psychology

    3. Case Study 1

    4. Case Study 2

    5. Case Study 3

About this course

  • $399.00
  • 34 lessons
  • 5 hours of video content

Disclaimer

  • The content covered in the Personal Finance Masterclass is meant for educational purposes only.

    Any illustrations with reference to investment securities or insurance policies are meant to demonstrate finance concepts and do not constitute any buy or sell recommendation on any company stock, an exchange traded fund, unit trust, a bond, an insurance policy or any other security. The trainer shall not be liable for any loss or damage caused directly or indirectly by the information contained in these notes.