Financial Planning For Couples

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.