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 OVERVIEW You believe in planning for yourself financially but hesitate to use a financial planner for fear of being
sold lots of products. So you want to do it on your own but do not know where to start. You search
for courses, but they are all academic or professional courses that last for months, are examination based
and more theoretical rather than practical.
If the above describes you, the “Financial Planning for Non-Financial Planners” course will excite
you. Designed to be intensive, it is taught by our trainers who have lectured for the internationally
acclaimed Certified Financial Planner (CFP®) and also Chartered Financial Analyst (CFA®) programs.
This 6 day course will give you all the practical knowledge and tools required to write your own plan
without having to take any examinations or see any planner.
Module 1: Basics of Financial Planning This module is a prerequisite to the other 5 modules. It would provide a complete overview of the financial
planning process and the fundamental concepts for the different components of the process • Overview of the financial planning process - why the need to plan and what does it mean?
• Introducing the different areas of your financial life
• The financial planning industry in Singapore and how to avoid being a victim of it
• Basic financial mathematics
• Checking your financial health and creating your personal financial statements
• Putting in place a budgeting process
- Understanding the real cost of debt
- Mortgage financing
PART 2 Module 2: Personal Risk Management
This module examines the principles of risk management and the role of insurance. Understand the varioustypes of insurance available and what it means to you by knowing how long you need it for, how much to buy and what type of insurance
Module 3: Investment Planning For Yourself
This module gives an overview of the investment planningprocess and introduction to common investment products andwhat you should look out for.
Module 4: Tax & Estate Planning
Taxes can affect various financial decisions and this module gives you an overview of the major components of tax. Estate Planning
is a critical element of a complete financial plan and participants are inroduced to the process of developing an estate plan. Module 5: Retirement Planning For Yourself
This module provides a complete overview of the retirement planning process and focuses on the main
pillars of your planned retirement and how you can best handle them. Module 6: Creating & Maintaining Your Financial Plan
This final module builds upon the earlier modules and integrates all aspects of personal finance that are required for constructing a
comprehensive financial plan. You would know how to put all the pieces in place to create your own plan Providend Centre of Financial Education Pte Ltd
Tel: (65) 6309 2488 Fax: (65) 6309 2533
37 Duxton Hill, S(570447)
More info, visit : www.providend-cfe.com ++ To advertise, call +65-96930601 or email:
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