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Organisations and associations interested to organize a talk or workshop for their employees or members please contact:

Mr Edwin Lim (Marketing and Outreach Manager)
Edwin_LIM@sp.edu.sg
6772-1992

Duration of talk : 1 to 1.5 hours
Duration of workshop : 2 to 3 hours

*The content covered in a talk may be substantially lesser due to time constraints.

These are the programmes that we currently offer.

Workshops and Synopses

Money Management and Financial Planning
Making Sense Of Your Money Learn to set S.M.A.R.T. financial goals and calculate how much you need for each goal. Learn how to develop a budget to track your spending and build savings. Understand how compounding interest can impact the growth of your savings.
Financial Planning Begins Now Build a plan to meet your financial needs and goals. Assess your financial situation using financial calculators and ratios. Manage your resources and implement your financial plan to reach your financial goals.
Financial Planning for the Self-Employed Understand the financial challenges of being self-employed and learn how to manage your personal expenses and cash flow. Know the benefits of CPF contributions as a self-employed person and the importance of building up CPF accounts to meet your healthcare and retirement needs.
Basics Of Money Management Learn how to track your spending and how to spend carefully. Learn about the importance of savings and how to set a budget. Find out about basic CPF schemes. This workshop is conducted specially for low-wage workers.
Credit and Debt Management
Understanding Loans And Credit Assess if you are borrowing too much. Discover the common types of loans and their associated costs. Learn to manage your borrowing and to resolve debt issues. Learn how the new credit card and unsecured credit measures may impact you.
Insurance Planning
Understanding Life Insurance Learn how to assess your life insurance needs. Understand the benefits, limitations and costs involved in the various types of life insurance policies. Find out about Direct Purchase Insurance (DPI). Select life insurance policies according to your financial goals.
Understanding Basic Health Insurance Learn about the various types of health insurance policies and the common terms associated with them. Find out about the CPF schemes that provide basic insurance cover, which include MediShield Life and ElderShield.
Retirement and Estate Planning
Building Your Nest Egg Learn how to assess your retirement needs and calculate the gap in your retirement income. Understand the options that can help you achieve your retirement goals.
Managing CPF Money For Your Retirement Understand the purpose of your CPF accounts and the changes that take place to these accounts when you reach age 55. Learn about your Retirement Sum options. Understand what CPF LIFE is, how it works and considerations when selecting your CPF LIFE plan.
Enrich Your Golden Years Learn how to plan your finances during your retirement years to ensure that your lifestyle is sustainable and meaningful. Understand the importance of health insurance in managing healthcare costs.
Introduction To Estate Planning Understand the purpose, importance, key considerations and ways of distributing your assets according to your wishes. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).
Investing
Introduction To Personal Investing Learn about basic investing concepts and key considerations when investing. Understand the features and risks associated with common financial products. Learn about investing regularly and how diversifying your investments can help you manage your risk of loss.
Understanding Bonds Learn about different types of bonds, the benefits and risks of bond investing. Understand the relationship between bond prices, interest rates and yields. Learn about the Singapore Savings Bonds.
Fundamentals of Share Investing Understand the different strategies in stock investing and financial information presented in company statements. Learn to evaluate the intrinsic value of stocks using analytical tools and financial ratios.
Understanding Real Estate Investment Trusts (REITs) Understand REITs and the benefits and risks of investing in REITs. Learn about factors to consider when investing in REITs and what affects the performance of REITs.
Understanding Exchange Traded Funds (ETFs) Understand what an ETF is and the different types of ETFs. Learn how ETFs can form part of your investment portfolio to provide diversification benefits at a lower cost.
Financial Habits and Behaviours Understand why we take mental shortcuts in our thinking and decision-making and how it will affect our personal financial planning. Learn how we can mitigate the effects of mental short cuts and how our minds can hinder or help in investment decisions and money management.
Consumer Protection
Is The Deal Too Good to Be True?  Learn to identify the different types of unregulated investment schemes and possible scams to avoid being a victim. Learn about unfair sales practices and your rights under the Consumer Protection (Fair Trading) Act.
Family and Youth
Buying a Home Within Your Means Assess how much you can afford to spend to buy a home. Find out about the types of upfront fees and recurring payments you need to budget for, before buying a home.
Starting a Family Learn how to plan your finances as a couple and how to budget for your first home, the expenses to consider when planning for children and government subsidies currently available.
Money Management for Youth Pick up useful money management skills and concepts as well as understand important government schemes. Learn how to use basic banking products in order to achieve your financial goals.
Give Your Child Money Sense Kids are spending more and more money but understanding less and less about making good financial decisions. You as a parent and a key influencer and educator will learn simple, practical and age-appropriate strategies to help kick-start your child’s financial education.
More Topics
Financial Planning For Families With Special Needs This is a series of workshops in 3 parts:
1. Planning Ahead For Your Loved Ones – Learn about financial planning and setting financial goals. Assess how much is needed and learn how to manage your resources.
2. Caring For Yourself And Your Loved Ones – Learn about the steps in retirement planning, CPF and CPF LIFE schemes. Also learn about other sources of retirement income.
3. Planning Ahead For Your Loved Ones When You Are No Longer Around – Learn about the importance of Estate Planning and about the Estate Planning Process.
Financial Planning For Employees In Transition Learn about financial planning and how to review your current financial situation. Learn how to manage your finances by reviewing your spending and setting a budget. Also, learn how to avoid and reduce debt. This module is for employees who are being and/or have been retrenched.
Workshop For Social Workers This workshop helps to equip social workers with the financial knowledge, tools and resources developed by the Institute for Financial Literacy to help their clients overcome financial challenges.

 
 
Talks and Synopses

Money Management and Financial Planning
Budgeting This talk aims to enable you to set S.M.A.R.T. financial goals and to work out how much you need for your goals. You will also be able to develop a budget by tracking your spending as well as learn how to cut down on expenses.
Stretching Your Dollar This talk aims to help you understand your spending patterns and how to save on a regular basis by using a spending plan. You will also understand how the effects of compound interest can impact your savings and spending.
Measuring Your Financial Fitness This talk aims to help you understand the process of financial planning. You will learn how to assess your financial situation and discover your financial fitness through the use of financial statements and ratios.
Implementing Your Financial Plan 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. You will learn how to manage your resources and implement your financial plans to reach your financial goals.
Credit and Debt Management
Understanding Loans And Credit This talk aims to enable you to find out if you are borrowing too much, understand the types of loans and their associated costs. You will be able to assess if you are borrowing too much and learn how to resolve debt issues.
Insurance Planning
Assessing Your Insurance Needs Learn how to use a calculator to assess how much insurance you need, the considerations in selecting a suitable insurance product and the alternatives to insurance to meet your financial goals. You will also learn how to use the web aggregator, compareFIRST to compare and select insurance products.
Types Of Health Insurance This talk aims to help you understand the various types of health insurance and to understand the common terms used in health insurance contracts.
CPF Insurance Schemes This talk aims to help you understand the types of insurance offered under the CPF insurance schemes, including MediShield Life and how they protect you and your family. You will also learn how claims are processed and be able to choose a suitable ward to maximise the benefits of your hospital plan.
Types Of Life Insurance This talk aims to help you understand various types of life insurance, namely; Term, Whole Life, Endowment and Investment-Linked Products. You will gain an insight into their features, benefits and cost and how they are used to meet various financial goals.
Retirement and Estate Planning
Assessing Your Retirement Income Needs This talk aims to enable you to learn how to assess your retirement needs and calculate the gap in your retirement income.
Options To Build your Retirement Income This talk helps you to understand the possible options that can help you achieve your retirement goals.
Managing CPF Money For Your Retirement Understand the purpose of your CPF accounts and the changes that take place to these accounts when you reach age 55. Learn about your Retirement Sum options. Understand what CPF LIFE is, how it works and considerations when selecting your CPF LIFE plan.
Importance Of Estate Planning This talk aims to help you understand the importance of estate planning.
Steps In Estate Planning This talk aims to show you the basic steps in estate planning and the different means of transferring your assets.
Investing
Considerations When Investing This talk aims to help you understand basic investing concepts and key considerations when investing. You will also learn how you can assess your risk appetite and about various investment strategies.
Major Financial Products This talk aims to help you understand the features and risks of some of the major financial instruments. You will also learn about investment strategies and how to construct an investment portfolio based on your financial needs and risk appetite.
Understanding Bonds Learn about different types of bonds, the benefits and risks of bond investing. Understand the relationship between bond prices, interest rates and yields.
Singapore Savings Bonds This talk introduces the Singapore Savings Bonds (SSB), which are a special type of Singapore Government Securities that are suitable for individuals. They complement other savings and investments as a safe way to save for the long term.
Consumer Protection
Beware Of Scams This talk aims to help you understand the different types of scams and how to avoid being a victim. This talk will also cover various unregulated investment schemes and the risks of investing in such schemes.
When The Deal Turns Sour This talk will cover some of the common unfair practices under the Consumer Protection (Fair Trading) Act (CPFTA), ways for consumers to seek recourse and the role of the Consumer Association of Singapore (CASE). This talk will also cover lease, sale and purchase of property and the role of the Council for Estate Agencies (CEA).
Family and Youth
Buying Your First HDB Home This talk aims to help you budget for your first HDB home by considering one-time and recurring costs. You will use online calculators that narrow down a possible price range of your property based on your own financial status and CPF Housing Grants. Learn to manage your home loan repayments to reduce interest charges.
Baby And Child Support Schemes This talk aims to help you plan your family finances as a couple, with an emphasis on government grants, subsidies and tax benefits offered to help defray the cost of having children in Singapore.

DOWNLOAD ALL WORKSHOP AND TALK SYNOPSES

 

Ways you can attend our Talks and Workshops

We provide free financial education talks and workshops covering basic money management, financial planning and investment know how.

Our programmes can be conducted in various formats such as classroom, theatre style, with short lecture and activities to engage the participants. Each topic can be conducted in a talk or workshop version. The minimum number of participants is 20.

  • Inform your Human Resource Department so that they can contact us to arrange for a session to be conducted at your workplace.
  • Give us the contact details of the person in charge for a session to be arranged at your workplace.
  • Contact us to find out more about sessions that are conducted at public venues.