Personal Financial Planning (Part of SCTP)
About This Course
Financial planning is essential for the formulation and attainment of financial objectives. A solid understanding of the fundamental principles of financial planning equips individuals with the ability to manage their personal finances effectively within the context of a digital economy in the 21st century. Relevant topics encompass asset management, credit management, retirement planning, income tax planning, estate planning, and the Central Provident Fund (CPF). This course offers a comprehensive overview of the core knowledge base, including financial advisory services and recent developments influenced by FinTech innovations such as robo-advisory.
What You'll Learn
• Apply tools and methods in financial planning
• Show an appreciation of the financial advisory profession
• Formulate a financial plan in accordance to given constraints
• Appraise financial planning case studies
• Analyze various risks underlying financial plans
Entry Requirements
Individuals must meet all the requirements below in order to be eligible to apply for the programme:
• Singapore Citizen or Singapore Permanent Resident
• At least 21 years old
• Self-sponsored learners (either unemployed or in-employment individuals)
• Currently pursuing SUSS Part-Time Degree Programme