Courses

Learn how to protect, maintain and enhance your assets.

1. Session 1: Understand what are your needs, basic and beyond basic, and learn to manage your cashflow and assets.
2. Session 2: Learn how to protect, maintain, enhance your assets (pt 1)– understand the complexities of insurance and CPF. Gain knowledge on types of insurance and the complexities of CPF rulings, and to apply the knowledge.
3. Session 3: Learn how to protect, maintain, enhance your assets (pt 2)- the dos and donts of investing in types of financial instruments, and properties.
4. Session 4: Understand the power of money that matters in a relationship.

Trainers adopt a light hearted and easy to digest approach to these serious subjects.

Elaine was previously the CFO of a listed company where she handled financial affairs of listed companies, overseeing financial health through organizing restructuring group of companies which included the process of litigation, mediation and arbitration. She is now a volunteer speech-craft coach for the prison inmates and a Director of SACE. Since 2019, she has been giving public talks on Money Wisdom at the libraries. She graduated with an FCCA and MBA.

James Tan

James is currently a certified financial planner and an estate planner with a financial advisory firm. With about 16 years of wealth management experience behind him, he helps his clients to improve the quality of their lives via good financial planning habits. He speaks regularly at corporate seminars on financial related topics and is also a trainer with Financial Perspectives (a market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore.)