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Programme

Curriculum for the Participants

Each and every participant can tailor the programme to suit his or her individual financial goals.

Financial Planning Topics:

FP Topic 1 -- It starts with savings
FP Topic 2 -- Bank checking and deposits
FP Topic 3 -- Bank loans, moneylenders
FP Topic 4 -- Credit cards
FP Topic 5 -- Longevity risk and CPF
FP Topic 6 -- Financial advice
FP Topic 7 -- Taxes
FP Topic 8 -- Car buying and financing
FP Topic 9 -- Car taxes and insurance
FP Topic 10 -- Travel insurance
FP Topic 11 -- Life insurance, Part I
FP Topic 12 -- Life insurance, Part II
FP Topic 13 -- Medical and health insurance
FP Topic 14 -- Retirement
FP Topic 15 -- Estate planning

Investment Topics:

Inv Topic 1 -- Basics of investments. Risk, return and costs
Inv Topic 1a -- World’s wealth, where and how much
Inv Topic 2 -- Investments. Risk, return and costs
Inv Topic 3 -- How to do it
Inv Topic 4 -- Fund costs and fund types
Inv Topic 4a -- Fun ETF statistics, 2012
Inv Topic 4b -- Fun2 ETF statistics, 2012
Inv Topic 5 -- Can you beat the market?
Inv Topic 6 -- Property buying and financing
Inv Topic 7 -- Property buying and investing
Inv Topic 8 -- Investing overseas
Inv Topic 9 -- Diversification
Inv Topic 9a -- Portfolio risk = portfolio variance
Inv Topic 10 -- Investment instruments, derivatives

Should you wish to know more on the topics as listed, send your queries to cs_flya@smu.edu.sg

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Last updated on 14 Nov 2014 .