Chart your journey towards financial wellness and be an expert on how to manage your money. No matter what state you are in or how much money you have, you will learn how to take the right steps towards success. This 4-day in-depth workshop is designed to equip you with everything you need to take your finances to the next level. Take the first step to achieve financial success!

What You Will Learn In This Workshop?

Learn the Why, What, and How of Comprehensive Financial Planning | Keys to Identify Financial Gaps and Fast-Track Your Life goals

  • Understand the Importance of Insurance and Assess the Different Financial Objectives at Different Life Stages

  • Learn the Overview Stages of Financial Planning and Steps of the Review Process Flow

  • Understand the Importance of Financial Status Evaluation in Terms of Asset Allocation and Cash Flow Analysis

Take Charge Of Your Own Financial Planning Journey In 4 Days!

I have compiled my 15 years of experience in the financial service industry into 4 days! Take ownership of your finances, and before you know it, you will be crafting the perfect financial plan for yourself and your loved ones!

Workshop Fees

  • Per Workshop

    SGD $ 120*

    *Attendees who register for CMFAS exams will be reimbursed up to their course fees payable. Terms and conditions apply.

  • 3 Workshops

    SGD $300*

    *Attendees who register for CMFAS exams will be reimbursed up to their course fees payable. Terms and conditions apply.