Singapore University of Social Sciences

Essentials of Financial Planning

Essentials of Financial Planning (CETW004)

Applications Open: 01 April 2022

Applications Close: 18 August 2022

Next Available Intake: 01 September 2022

Course Types: Short Course

Language: English

Duration: 2 days

Fees: $800

Area of Interest: Management, Finance, Others, General Studies

Schemes: To be confirmed

Funding: To be confirmed

School/Department: SUSS Academy


Level: Basic
Duration: 2 days
Venue: Singapore University of Social Sciences

This course is brought to you by SUSS in partnership with DBS.

DBS Logo

Synopsis

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.

Who Should Attend

Individuals who are interested in investing and planning for retirement, as well as learning to manage their own wealth.

Topics

  • 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:

  • Compare various types of insurances and how they can be applied.

  • Explain why it is important to start planning for retirement early in life.

  • Outline how an investment plan can be developed.

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.

Schedule

TimeAgenda
 Day 1
09:00 - 09:30Course Overview
09:30 - 10:30Assessing your Financial Health
10:30 - 10:45Break
10:45 - 12:00Risk Management (1)
12:00 - 13:00
Lunch
13:00 - 15:30Risk Management (2)
15:30 - 15:45Break
15:45 - 17:00Retirement Planning (1)
17:00 - 17:15Question and Answer
17:15 - 17:30Assessment
Day 2
09:00 - 09:30Course Overview
09:30 - 10:30
Retirement Planning (2)
10:30 - 10:45Break
10:45 - 12:00Growing your Wealth (1)
12:00 - 13:00Lunch
13:00 - 15:30Growing your Wealth (2)
15:30 - 15:45Break
15:45 - 16:45Industry Sharing
16:45 - 17:15Question and Answer
17:15 - 17:30Assessment

Assessments

  • Short Quiz

Requirements

  • Basic understanding of financial instruments is a plus, but not entirely necessary


About the Trainer

Mr KennethMr 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.

Application Procedures

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:

  1. Click "Apply Now"
  2. 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

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