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Overview

Course Duration

7 hours

Type of course

Short Courses

Campus where course is offered

ITE College East

Unlock the art of financial mastery! Gain the skills to profile individuals, identify their financial goals, understand various asset classes and associated risks, grasp the concept of insurance, and propose suitable financial plans based on individual needs and risk profiles.

Fee for this course can be paid using SkillsFuture Credits. Visit www.skillsfuture.gov.sg/credit for more information.

 
Training Schedule

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What you'll learn

Understand yourself and set financial goals

  • Set a budget to track spending and savings
  • Individual risk profile and constraints
  • Assess financial situation
  • Set financial goals

Describe various asset classes and manage associated risks

  • Introduction to Fixed Deposits, Equities, Fixed Income & etc
  • Balance risk and return through asset allocation

Introduction to Insurance

  • Insurance types
  • Importance of insurance coverage

Prepare an appropriate financial plan

  • Prioritise goals and establish a timeline
  • Use robotic financial planner

Entry Requirements

Language Proficiency: Proficiency in the language of instruction 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.



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