Build Financial Competence Through Structured Learning

Our programs are specifically designed for working professionals in their 40s and 50s who want to strengthen their financial knowledge and decision-making capabilities. Whether you're looking to establish better budgeting habits, build an investment portfolio, or create a comprehensive wealth plan, our courses meet you where you are and help you develop practical skills you can apply immediately. No prior financial expertise is required for the fundamentals course, while the advanced programs build on basic financial knowledge.

All courses combine weekly group instruction sessions with practical planning work and case studies. The Financial Fundamentals course runs for 8 weeks with 2-hour weekly sessions. Portfolio Strategy is 10 weeks with weekly sessions combining instruction and hands-on exercises. The Holistic Wealth Management Program is our most comprehensive offering at 14 weeks, including weekly 2.5-hour group sessions plus six individual planning consultations. All programs include course materials, planning tools, and ongoing support beyond the course completion date.

Financial Fundamentals costs SGD 680 and includes all course materials, budgeting templates, planning tools, and three months of email support. Portfolio Strategy is SGD 1,250 and includes comprehensive portfolio planning tools, investment evaluation frameworks, and six months of quarterly market commentary. The Holistic Wealth Management Program is SGD 2,200 and includes professional planning software access, six individual consultations, detailed implementation resources, and twelve months of ongoing facilitator support. All pricing is clearly stated with no hidden fees, and payment plans may be available upon request.

We offer multiple course start dates throughout the year to accommodate different schedules. New cohorts for Financial Fundamentals typically begin every 6-8 weeks, while Portfolio Strategy and Holistic Wealth Management have quarterly start dates due to their more intensive nature. To enroll, complete the contact form on this page or call us at +65 6329 7548. We'll discuss your goals, help you select the most appropriate program, and provide detailed enrollment information including the next available start date and any prerequisites.

We take privacy seriously and maintain strict confidentiality protocols. All financial information shared during courses is kept confidential and used solely for educational purposes. Case studies in group sessions use anonymized examples, and any personal financial planning work occurs in private consultation sessions. We comply with Singapore's Personal Data Protection Act and maintain secure systems for any financial information you choose to share. Our detailed privacy policy outlines exactly how we collect, use, and protect your information, and you always retain control over what financial details you wish to discuss.

Course completion marks the beginning of implementing your learning. You'll receive a certificate of completion and ongoing support as outlined in each program. Financial Fundamentals includes three months of email support for questions as you implement your budgeting systems. Portfolio Strategy provides six months of quarterly market updates and educational content. The Holistic Wealth Management Program includes a full year of facilitator support and content updates. Many participants also choose to continue their education by enrolling in our more advanced courses or joining our alumni community for ongoing learning opportunities and networking.