Level: Basic
Duration: 2 days
Venue: Singapore University of Social Sciences
This course is brought to you by SUSS in partnership with DBS.
Financial Planning is essential in ensuring the well-being of individuals at different stages of life. To ascertain and project financial needs is paramount in starting a sound financial plan; knowing how to make our money work harder is an art and science in satisfying our financial goals.
This course seeks to inform and equip attendees basic financial literacy knowledge over the areas of planning for retirement, wealth growing and investing, as well as insurance and risk management. This will allow attendees the opportunity and skills to evaluate their financial needs at a basic to intermediate level and intelligently work with their personal financial advisers to implement better structured personal financial plans.
Individuals who are interested in investing and planning for retirement, as well as learning to manage their own wealth.
- Basic Financial Health Assessment
- Risk management and Insurance
- Retirement Planning
- Investment Planning
Learning Outcomes
A. Knowledge and Understanding (Theory Component)
At the end of this course, participants should be able to:
B. Key Skills (Practical Component)
By the end of this course, you should be able to:
Construct basic financial statements - Cashflow statements, Net Worth Statements and Budgets
Apply basic calculation skills to determine financial needs.
- Choose the correct type of insurance plans for participant’s needs.
| Time | Agenda |
|---|
| Day 1 |
| 09:00 - 09:30 | Course Overview |
| 09:30 - 10:30 | Assessing your Financial Health |
| 10:30 - 10:45 | Break |
| 10:45 - 12:00 | Risk Management (1) |
12:00 - 13:00
| Lunch |
| 13:00 - 15:30 | Risk Management (2) |
| 15:30 - 15:45 | Break |
| 15:45 - 17:00 | Retirement Planning (1) |
| 17:00 - 17:15 | Question and Answer |
| 17:15 - 17:30 | Assessment |
| Day 2 |
| 09:00 - 09:30 | Course Overview |
09:30 - 10:30
| Retirement Planning (2) |
| 10:30 - 10:45 | Break |
| 10:45 - 12:00 | Growing your Wealth (1) |
| 12:00 - 13:00 | Lunch |
| 13:00 - 15:30 | Growing your Wealth (2) |
| 15:30 - 15:45 | Break |
| 15:45 - 16:45 | Industry Sharing |
| 16:45 - 17:15 | Question and Answer |
| 17:15 - 17:30 | Assessment |
Requirements
Mr Kenneth Soh
Kenneth has been a Personal Financial Planning lecturer with SUSS since 2008 (then known as UniSIM). He has also taught Investments and Financial Markets for RMIT and the University of Newcastle respectively. Most recently, he has been teaching for SIM Global Education as the module head for Investment. Kenneth also has 20 years experience in the financial planning and personal wealth management industry with insurance companies Prudential Assurance and Manulife Financial, and brokerage firms First Principal Financial and Manulife Financial Advisers.
Kenneth graduated with Distinction from the Royal Melbourne Institute of Technology in the field of Financial Planning. He also holds a MBA (Finance) from Nottingham University and a MBA (Strategic Wealth Management) with Distinction from the International University.
Course Fee Concession:
SUSS offers the following CET course fee concessions1:
- Applicants who are 50 years old and above will enjoy a 10% course fee concession for CET modular courses and short courses.
- Applicants who are 60 years old and above will enjoy a 20% course fee concession for CET modular courses and short courses.
- Applicants who are Alumni (Doctoral, Master's or Bachelor's programme) of SUSS will enjoy a 20% course fee concession for CET modular courses and short courses.
1No retrospective claims will be allowed.
Students will enjoy only one of the three categories of concession. The above concessions are applicable to all CET modular courses offered by SUSS unless specified otherwise. Concessions are not applicable to students eligible for SkillsFuture funding, or for courses offered by external institutions/organisations. It will be subject to availability of places in the course. Additionally, these concessions are not to be used concurrently with any other concessions and/or funding.
For Self-sponsored application:
- Click "Apply Now"
- Select Event ID EV22000017 “Essentials of Financial Planning (CETW004)” to submit your online application before application deadline
For Sponsored application:Please download and submit the completed
sponsorship letter to SUSS (
CET@suss.edu.sg) so that we can set up the sponsorship details in system before you register.
For clarification, please contact the SUSS Academy via the following:
Telephone: +65 6248 0263
Email:
CET@suss.edu.sg