Introduction To Personal Wealth Management
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Overview
Type of course
Short Courses
Campus where course is offered
ITE College East
Learn how to set financial goals, understand different types of investments, and create personalised financial plans. This course helps you manage your money wisely and plan for your future.
Fee for this course can be paid using SkillsFuture Credits. Visit www.skillsfuture.gov.sg/credit for more information.
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What you'll learn
Understanding Yourself and Setting Financial Goals
- Budgeting techniques for effectively tracking spending and savings
- Identifying your individual risk profile and financial constraints
- Assessing your current financial situation
- Setting financial goals
Describing Various Investment Products and Risk Management
- Introduction to investment options such as Fixed Deposits, Equities, Fixed Income, etc
- Balancing risk and return through asset allocation
Designing Your Personalised Financial Plan
- Crafting a comprehensive financial plan comprising three key components
- Leveraging online platforms or apps for efficient financial management and planning
Entry Requirements
Language Proficiency: Proficiency in the English is important to ensure understanding and effective participation in the course.
Computer Skills: Proficiency in using common software applications and online learning platforms is beneficial.
Prior Knowledge or Experience: Course is designed for individuals with little to no prior knowledge or experience in wealth management.
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