What Participants Say
Hear from Singaporeans who've participated in our financial education programmes about their learning experiences.
Return to Home
Hear from Singaporeans who've participated in our financial education programmes about their learning experiences.
Return to HomeAng Mo Kio
The Personal Finance Foundations programme helped me understand budgeting in a way that actually makes sense for my situation. No pressure to buy anything, just thoughtful education. I appreciated the small group format where I could ask questions without feeling judged.
December 18, 2024
Jurong West
I took the Investment Literacy Programme expecting quick tips, but got something much more valuable – frameworks for thinking about investing independently. The Singapore-specific content was exactly what I needed. The educators clearly know their stuff but don't talk down to you.
December 15, 2024
Tampines
The Comprehensive Financial Planning Workshop was thorough without being overwhelming. My husband and I attended together and it helped us get on the same page about our financial priorities. The follow-up consultation was particularly helpful for applying what we learned.
December 12, 2024
Woodlands
I appreciated that the Personal Finance programme didn't assume I knew nothing but also didn't skip over important concepts. The CPF and HDB sections were especially relevant. Good balance of theory and practical application.
December 9, 2024
Bishan
What I valued most about the Investment Literacy Programme was learning to evaluate information critically rather than just accepting what I read. The case studies helped me practice applying concepts. The online community has been useful for continued learning.
December 6, 2024
Clementi
The Comprehensive Planning Workshop covered a lot of ground without feeling rushed. I particularly appreciated the retirement planning module and how it connected to CPF strategies. Would recommend to friends considering taking control of their financial planning.
December 3, 2024
Bukit Timah
I found the small group format really beneficial. Being able to hear others' questions helped me think about aspects I hadn't considered. The materials are well-organized and I still refer back to them. Fair pricing for the value received.
November 30, 2024
Punggol
The Investment Literacy Programme gave me confidence to ask better questions when talking to financial advisors. I now understand the reasoning behind different investment approaches and can make more informed decisions. The reading lists pointed me to quality resources.
November 27, 2024
Pasir Ris
Started with Personal Finance Foundations and later took the Planning Workshop. Both were valuable at different stages. The educators are patient and create an environment where it's safe to admit what you don't know. Materials are practical and useful.
November 24, 2024
The Challenge: Marcus, a 34-year-old software engineer, had recently transitioned from employment to freelancing. His irregular income created uncertainty about budgeting and planning, and he felt overwhelmed by the responsibility of managing his own CPF contributions and taxes.
The Approach: Marcus enrolled in the Personal Finance Foundations programme to build basic planning skills, then followed up with the Comprehensive Financial Planning Workshop to address his specific situation as a self-employed professional.
The Outcome: Through the programmes, Marcus developed a budgeting system that accommodates income variability and learned to set aside appropriate amounts for taxes and CPF. Six months after completing the workshops, he reports feeling much more confident about his financial situation. He's established an emergency fund and created a structured approach to retirement planning that works with his freelance income.
"The programmes didn't promise to solve all my problems, but they gave me frameworks for thinking through my situation. That's exactly what I needed. The education was respectful of my intelligence while filling in genuine gaps in my knowledge." – Marcus T., Queenstown
The Challenge: Jennifer and Daniel, a married couple in their early 40s, had accumulated some savings but felt uncertain about investing. They'd received conflicting advice from various sources and didn't know how to evaluate different investment approaches.
The Approach: Both attended the Investment Literacy Programme together, which allowed them to discuss concepts and develop a shared understanding of investment principles. The programme's focus on critical thinking rather than specific product recommendations aligned well with their goal of making informed decisions.
The Outcome: The couple developed a personal investment philosophy that reflects their moderate approach to outcomes and their long-term goals. They've since begun investing systematically and report feeling more comfortable evaluating the advice they receive from financial professionals. The programme helped them understand that their conservative approach is valid rather than something to apologise for.
"We appreciated that the programme presented different viewpoints rather than pushing one approach. It helped us figure out what makes sense for us specifically, not what works for someone else." – Jennifer W. and Daniel W., Marine Parade
The Challenge: Susan, approaching 50, realised she needed to get serious about retirement planning but felt paralysed by the complexity. She didn't know where to start or how to evaluate whether her current trajectory would support the retirement she envisioned.
The Approach: Susan enrolled in the Comprehensive Financial Planning Workshop, which provided structured guidance through all aspects of financial planning with particular emphasis on retirement considerations. The programme's methodical approach helped her break down what felt like an overwhelming task into manageable components.
The Outcome: Susan now has a detailed retirement plan that accounts for her CPF projections, additional savings, and expected expenses. The workshop helped her understand her options for optimising CPF returns and created awareness about estate planning considerations she hadn't previously considered. The follow-up consultation session allowed her to refine her plan based on her specific circumstances.
"I went from feeling anxious about retirement to having a clear roadmap. The programme respected that I'm capable of understanding these concepts – I just needed them explained properly. The ongoing community access means I can ask questions as new situations arise." – Susan K., Toa Payoh
Years Operating
Participants
Average Rating
Would Recommend
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed
Join the Singaporeans who've strengthened their financial understanding through our programmes.
Enquire About Programmes