Financial Education

Build Your Financial Knowledge at Any Stage

Practical financial education designed for adults 40 and over. Learn at your own pace with courses that respect your experience.

+65 6532 9147

Our Course Offerings

Choose the learning path that aligns with your goals. Each course provides structured content, practical exercises, and ongoing support.

Money Skills

Money Skills

Foundational finance for 40+. 7 weeks.

Develop a solid understanding of personal finance fundamentals. This course covers budgeting approaches, expense tracking, debt management strategies, and building financial habits that support your objectives.

  • Practical budgeting methods for your situation
  • Understanding your financial position
  • Building sustainable money habits

SGD 620

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Portfolio Building

Portfolio Building

Investment strategy development. 9 weeks.

Learn how to construct an investment portfolio aligned with your timeline and comfort level. Explore different asset types, diversification concepts, and methods for evaluating investment options available in Singapore.

  • Asset allocation suitable for your stage
  • Diversification strategies explained
  • Evaluating investment vehicles

SGD 1,190

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Wealth Strategy

Wealth Strategy

Integrated financial planning. 12 weeks.

Take a comprehensive approach to your financial picture. This course integrates retirement planning, estate considerations, tax efficiency, and long-term wealth preservation into a cohesive strategy tailored to your circumstances.

  • Retirement planning frameworks
  • Estate planning fundamentals
  • Tax-efficient strategies for Singapore

SGD 2,050

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Age-Appropriate Content

Courses designed specifically for adults 40 and over, addressing the financial questions and situations relevant to this stage of life.

Structured Learning Path

Clear progression from basic concepts to advanced strategies, allowing you to build knowledge systematically at a comfortable pace.

Ongoing Support

Access to instructors who can answer questions and provide guidance as you work through the material and apply concepts to your situation.

Ready to Enhance Your Financial Understanding?

Our courses provide practical knowledge you can apply to your financial decisions. Get in touch to discuss which course suits your needs.

Frequently Asked Questions

Who are these courses designed for?

Our courses are specifically created for adults 40 and over who want to develop or strengthen their financial knowledge. Whether you're looking to understand basic money management, learn about investing, or plan for retirement, the content addresses questions and situations common to this stage of life.

How are the courses delivered?

Courses are delivered through a combination of online modules and scheduled discussions. You can access course materials at times that suit your schedule, and participate in group sessions for questions and deeper exploration of topics. All materials remain available throughout the course duration.

Do I need prior financial knowledge?

Money Skills requires no prior knowledge and starts with fundamentals. Portfolio Building assumes basic familiarity with financial concepts. Wealth Strategy works best for those with some investment experience. We can help you determine which course matches your current knowledge level.

What time commitment is required?

Plan for approximately 3-5 hours per week, including reviewing materials, completing exercises, and attending scheduled discussions. The pace is designed to allow you to absorb information without feeling rushed, while making steady progress through the curriculum.

How does payment work?

Payment is required before course commencement. We accept bank transfers and major payment methods. Course fees include all materials, access to resources, and support throughout the program. Detailed payment instructions are provided after enrollment confirmation.

What information do you collect and how is it used?

We collect your name, contact details, and educational information necessary for course delivery. Your information is used solely for providing the service and communicating about your courses. We do not share your personal data with third parties for marketing purposes. See our Privacy Policy for complete details.

Our Location

Get in Touch

Contact Information

Phone

+65 6532 9147

Address

3 Church Street, #19-02
Singapore 049483

Office Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed

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