Educational Programmes for Every Stage
From foundational concepts to advanced planning strategies, our structured programmes meet you wherever you are in your financial learning journey.
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From foundational concepts to advanced planning strategies, our structured programmes meet you wherever you are in your financial learning journey.
Back to HomeEach programme builds understanding through a carefully structured progression of concepts, practical exercises, and discussion. Rather than overwhelming participants with information, we break topics into manageable segments that connect logically, ensuring each foundation is solid before building upon it.
Sessions alternate between learning new concepts and applying them to realistic scenarios. This rhythm helps reinforce understanding and reveals areas where additional clarification would be helpful. The interactive format encourages questions and discussion, creating an environment where participants feel comfortable exploring topics that may initially seem complex.
We recognize that everyone arrives with different backgrounds and learning speeds. Our facilitation accommodates these variations, allowing some flexibility in pacing while ensuring all participants reach genuine comprehension. Materials provided include both session content and tools for continued use in your own financial planning.
The spacing between sessions provides time for reflection and allows concepts to settle. Many participants find that questions develop naturally between meetings as they consider how material applies to their situations. We welcome these questions and address them at subsequent sessions or through our ongoing support channels.
This foundational programme introduces essential financial concepts through structured learning and hands-on practice. Participants explore budgeting frameworks, savings approaches, and basic planning principles in an accessible format that assumes no prior financial knowledge.
Initial assessment of current financial practices
Concept introduction with practical examples
Hands-on exercises using real scenarios
Application to personal financial situations
Duration
4 weeks
Sessions
8 hours total
Investment
S$510
A comprehensive programme examining investment concepts and practices across multiple asset types. Participants develop understanding of market structures, security analysis fundamentals, and portfolio management principles through both conceptual learning and practical case study analysis.
Foundation building in investment principles
Asset class exploration and comparison
Real market event case studies
Portfolio analysis exercises and discussion
Duration
8 weeks
Sessions
16 hours total
Investment
S$1,780
Our most comprehensive offering addresses advanced planning topics through a combination of group learning and individual consultation. Participants gain thorough understanding of tax-efficient strategies, retirement income structuring, estate considerations, and family financial coordination.
Comprehensive financial picture assessment
Group sessions on advanced topics
Individual consultation and planning
Ongoing advisory access and quarterly updates
Duration
12 weeks + ongoing
Sessions
24 hours + individual
Investment
S$3,980
Choosing the right programme based on your current knowledge and learning goals
| Feature | Clarity Essentials | Spectrum Investment | Full Spectrum Advisory |
|---|---|---|---|
| Prior Knowledge Required | None | Basic financial concepts | Investment experience |
| Programme Duration | 4 weeks | 8 weeks | 12 weeks + ongoing |
| Session Format | Group workshops | Group workshops | Group + individual |
| Materials Included | |||
| Ongoing Support | 30 days | 60 days | 12 months |
| Individual Consultation | |||
| Quarterly Updates | |||
| Investment | S$510 | S$1,780 | S$3,980 |
Start with Clarity Essentials if you're new to structured financial planning and want to build a solid foundation in budgeting, savings, and basic planning concepts.
Choose Spectrum Investment if you understand basic financial concepts and want to develop deeper knowledge of investment principles, market structures, and portfolio management.
Consider Full Spectrum Advisory if you already manage investments and seek comprehensive understanding of advanced planning topics, tax strategies, and estate considerations with personalized guidance.
All participant information and discussions remain strictly confidential. Individual consultation sessions are private, and group discussions focus on concepts rather than personal details.
Each programme follows a carefully designed progression that builds understanding systematically. Content is regularly reviewed and updated to reflect current practices and emerging topics.
All sessions are led by educators holding professional financial planning credentials and experience in adult education, ensuring both subject expertise and teaching effectiveness.
Questions don't stop when sessions end. We provide continued access to educators for clarification and guidance as you begin applying concepts to your own situations.
We're happy to discuss your learning goals and help you select the programme that best fits your current situation and objectives.
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