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Financial Planning for Couples

Financial Planning for Couples

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Free

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Financial Planning for Couples

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Learn how to draw up a financial plan as a couple and take steps to ensure your family is in good financial health by saving, having sufficient insurance and investing. You will also be taught how to budget for your new home and to plan ahead by making a Lasting Power Attorney (LPA) and CPF Nomination.

Trainer's Profile:

Tan Swee Chiew

Swee Chiew has more than 20 years of experience in the banking industry and has worked with corporate clients in various industries helping them in corporate fund raising, trade finance, cash management, and managing financial risks. He has good knowledge of financial products, and has a track record in managing satisfactory credit across economic cycles.

Swee Chiew has double degrees majoring in Economics and Operations Research/Industrial Engineering from Cornell University, USA and also holds a Chartered Financial Analyst (CFA) certification.

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