OBJECTIVE

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.

COURSE OUTLINE

• Draw up a financial plan together

• Setting SMART goals

• Assessing your financial fitness

• Implementing your plan

• Monitoring and reviewing your plan

Planning for your new home

• Budgeting and costs of ownership

• Learn ways to grow your CPF savings

• CPF Retirement Sum top up

Planning ahead

• Lasting Power of Attorney (LPA)

• CPF Nomination

WHO SHOULD ATTEND

Suitable for those who are planning to get married and wish to plan their finances together. The content also includes material suitable for Muslim couples and those who are already married.

About Our Trainer

Viki Tong

Viki has over 10 years’ experience in the banking industry. She is experienced inbanking & financial products. Viki has spent the last 5 years teaching accountancy and finance modules in Singapore Polytechnic to various groups of students.

Viki obtained her Bachelor in Business Administration from National University of Singapore and later a Master in Science (Professional Accountancy) conferred by University of London and taught by University College of London.