Course curriculum

  • 1

    Part 1: Financial Planning

  • 2

    Part 2: Protection (Risk Management)

    • The Goalkeeper - Insurance

    • Life Insurance

    • Term Insurance

    • Term Vs Life Insurance

    • Term Vs Life Insurance - Examples

    • Savings Insurance

    • Disability Insurance

    • Critical Illness Insurance

    • Accident Insurance

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    • Hospitilisation Insurance

    • Summary

  • 3

    Part 3: Investment (Wealth Accumulation)

    • ETF

    • Unit Trust

    • Constructing Your Portfolio - Growth & Income

    • Roboadvisors

    • Bonds

    • Stocks

    • Execution

  • 4

    Part 4: Retirement (Wealth Distribution)

    • How much do you need for Retirement?

    • CPF

    • Supplement Retirement Scheme (SRS)

    • Multiple Streams of Income

    • Estate Planning

  • 5

    Part 5: Portfolio Management & Case Studies

    • Portfolio Management

    • Investor Psychology

    • Case Study 1

    • Case Study 2

    • Case Study 3

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.