At the end of this course, learners will understand there is an invisible glass ceiling that keeps us from getting ahead. Above us, are our mortgage, car, credit card, loans payments and which we must incur as cost of living rises. Below us, are stagnating wages brought by robotics and artificial intelligence.

Today, besides our job, we have to learn another skill that increases either our income and/or wealth. However, everyone knows that creating an investment portfolio entails risk.

Thus, at the end of this course, Learners will understand how to spread their capital across several asset classes. They will learn how to build their own asset allocation model with strategies they are comfortable with, within each asset class.

This course presents successful strategies in both bull markets and bear markets. We will start with fundamental principles.

Who should attend:

• Beginners who literally need "personal finance for dummies" advice.

• Investors looking to integrate risk management techniques into their financial plan.

• People looking for both basic and advanced investment strategies.

• Young professionals getting started in their career and thinking of planning for retirement.

• Professionals approaching retirement.

• Public Members

• Bankers

• Financial Advisers

• Insurance Agents

• Fund Managers

Get to know our expert!

Allan Yeo:

His career started in PSA Corp in year 2000. However, he later decided to join Prudential Assurance. By 2002, he was top 20 Rookie Agent, 2004 he was an Associate Manager, 2005 he was top 20 Rookie Manager. While in Prudential, Allan joined ERA Realty in year 2007. By 2008, he was Senior Marketing Manager in ERA and Manager in Prudential. When he left both agency businesses in 2010, Allan was managing 400 clients. 20 of them, including himself, has a net worth of $1,000,000 or more.

From 2010 to 2018, Allan became an adjunct lecturer, teaching in several schools including Universities in China. This cumulated to Faculty Head (Finance) in UPH-SIMGE, a joint university project in Surabaya. In 2018, he was the Deputy Director of the Singapore Cambodia International Academy (SCIA). When he finally returned to Singapore in 2019, he was the Acting Head of Business School in the London School of Business and Finance.

He is now the General Manager of iFMF Investment Academy, where he is leading the start-up ATO (a joint venture by iFAST Financial and MF Academy)