— Watch Programmes
Three courses,
each at its own depth
Each programme addresses a distinct stage of financial thinking for people in their forties and beyond. You may take them independently or in any sequence that suits your situation.
← Back to Home— Our Methodology
How the courses work
Every course follows the same structure: weekly sessions lasting approximately ninety minutes, a workbook segment to complete between sessions, and a discussion component that draws on the group's collective experience.
The workbook is not supplementary material — it is the course. By the end of each programme, participants have a structured personal document covering the financial area that the course addresses. This document is theirs to keep, update, and build on.
Session notes are shared with all participants after each meeting. If a participant misses a session, they receive the notes and workbook pages and can bring questions to the following week.
Enrol and confirm your cohort date
Contact us by email or phone. We confirm your place and send an information sheet within two business days.
Attend weekly sessions
Sessions run weekly. Each one introduces a new section of the workbook and includes group discussion.
Complete your personal document
By the final session, your workbook sections form a coherent personal financial reference — yours to keep indefinitely.
— Course 01 · 6 Weeks · S$385
Long Views — Personal Finance for the Years Ahead
A six-week course for learners who wish to think about their finances on a long horizon. The starting point is the household balance sheet — a complete picture of what you own and owe. From there the course moves through CPF account review, retirement timeline construction, and an introductory survey of investment categories.
The tone throughout is reflective and workbook-led. Each participant finishes with a personal summary document that serves as a long-term financial reference — built from their own figures, in their own words.
Best suited for
Learners who want to build a clear picture of their overall financial position before thinking about investment or retirement in more depth. No prior finance knowledge required.
— Course 02 · 8 Weeks · S$580
Best suited for
Learners who have some familiarity with savings and CPF but want to understand equity markets and ETFs well enough to make considered decisions about them. Particularly relevant for those approaching or in early retirement.
Equity Markets for Patient Investors
An eight-week course on equity markets paced for learners who want to understand what they are doing before they act. The course covers valuation fundamentals, how dividend policy affects investor returns, and the instruments available on and off the SGX that are most relevant to Singapore-based mid-life investors.
A substantial portion of the course addresses behavioural finance — the ways in which common thinking patterns affect market participation, and how awareness of these patterns can improve decision quality over time.
— Course 03 · 9 Weeks · S$775
Coordinated Retirement Income
A nine-week course on drawing income from multiple sources in retirement — CPF LIFE, SRS, private investments, and, where applicable, rental income. The course examines how these sources interact with each other and with Singapore's income tax treatment, and how sequencing decisions affect the total income available over time.
Each participant works with the instructor to develop a personal drawdown plan suited to their own income sources and household spending pattern. The final session is devoted to documenting this plan so that it can be understood and followed by a family member if needed.
Best suited for
Learners within ten years of their intended retirement date who have multiple income sources to coordinate — CPF LIFE, savings, investments, and possibly rental income — and want to plan how to use them together.
— Course Comparison
Choosing the right course
| Long Views | Equity Markets | Retirement Income | |
|---|---|---|---|
| Duration | 6 weeks | 8 weeks | 9 weeks |
| Fee | S$385 | S$580 | S$775 |
| Prior knowledge required | None | Basic familiarity | CPF familiarity |
| CPF focus | Overview | In depth | |
| Equity markets coverage | Brief intro | Full course | |
| Personal drawdown plan | |||
| Family-readable documentation |
Not sure which course fits your situation? Write to us with a brief description of where you are in your financial thinking. We will suggest the most appropriate starting point — without any obligation to enrol.
Ask for guidance →— Standards Shared Across All Courses
Consistent quality in every programme
No product sales
No financial products are sold or recommended in any course.
Small cohorts
Maximum fourteen participants per cohort in every programme.
Annual review
All materials revised each year against CPF and regulatory updates.
Complete workbook
Every course produces a personal document the participant keeps.
— Book Your Place
Ready to enquire?
Use the contact form to tell us which course interests you and a little about your situation. There is no obligation following your enquiry.
Send an Enquiry