Increase Your Cashflow, Get Better Insurance Coverage and Discover How To Avoid Bad Financial Advice Like The Plague
…without having to spend more than an hour per day nor having to change your lifestyle
REGAIN CONTROL OF YOUR FINANCES
Designed for the non-finance professional, the Personal Finance Fundamentals Course simplifies everything you need to optimise and gain control over your personal finances.
After the course, you will be able to understand financial tools such as insurance and investment tools, diagnose your financial health at any time and craft your own financial plan.
Let’s face it. Personal Finance is a huge, confusing puzzle that many non-finance (and even some finance) professionals have trouble piecing together. Before you even attempt to learn to invest or “let your money work for you”, there are several pieces of the finance puzzle that you need to grasp. These include the fundamental tools and services that one may need to protect, preserve and grow your money.
If you find yourself struggling to understand (or dozing off whenever you try to) if a certain financial tool or service suits your needs, this 1 day course was designed for you.
At the Personal Finance Fundamentals Course, you will learn to:
Make smart finance decisions in any economic situations
Understand the types of financial products and tools available in the market
Be able to determine the tools that are critical to your financial success and those that may potentially harm you
Understand the expected risks and returns of tools such as bonds, stocks, insurance, CPF
Understand the terms and true prices of insurance. As well as determine your true returns
Understand what bonds are and how they fit into your finance ‘puzzle’
How you can start investing in stocks for acceptable returns without a huge capital nor the ability to pick individual stocks
Get a crash course to the essential Finance Education that everyone needs
WHAT YOU’LL LEARN
The Personal Finance Fundamentals Course is a 1 day course where you will be equipped with the essential financial knowledge to make the right decisions going forward:
Master your financial literacy
– Understand the 3 key components of financial planning
– How to measure your financial health in just 5 minutes
– Unlock the secrets of good financial habits
– The 2 most important insurance you need to have. No, it’s not whole life insurance.
– How to reduce your insurance premium effectively
– How to get the real return of your endowment plan. (Free calculator provided)
Generate Passive Income with Bonds
– What bonds are NOT and how you can avoid being scammed
– How smart investors maximise bonds to derive ‘passive’ returns…the right way
– 3 factors to look out for in safe bond investing
Investing in stocks profitably
– How to make smart investing decisions in any economic conditions
– 1 simple, foolproof way to find undervalued stocks that most trainers don’t mention
– 1 little-known tool that allows any investor to clock in 6-7% returns without the need to study individual companies
Hacking Your CPF for Retirement
– Retirement as a goal: How much do you really need personally?
– Everything you need to know about CPF and SRS for a smooth retirement
– Get 1 free retirement calculator and 1 SRS calculator that you can use every day
Become a wise manager of your money
– Your Life Cycle and the appropriate allocation you need at every stage
– Real Life Case Studies of finance planning models you may want to use
AWPcm. Mensa. Trainer at Dr Wealth.
He graduated from National University of Singapore with First Class Honors and he has successfully completed all three levels of Chartered Financial Analyst (CFA) examinations.
He is also the creator of the Financial Statement Analysis Course, which aims to educate retail investors about evaluating the financial strength of companies, in depth.
Frequently Asked Questions
The Personal Finance Fundamentals Course is not a sales pitch. There will be no products or services for sale. Instead, Louis will be equipping you with the ability to map your own financial journey independently.
Yes, Louis is a broker and can help you gain access to some of the financial tools mentioned. But, that choice is entirely up to you. You are free to use any brokers or services that you deem are best for you.
We aim to keep the course as neutral as possible. As a Financial Advisory Consultant, Louis has access to information from all the insurance companies. This gives him the ability to compare plans from various companies which we feel will keep his analysis of these plans neutral.
As a broker, he has also studied the brokerages in Singapore and the various types of services you will encounter.
Plus, he has an engineering background…which gave him the habit of breaking everything down into numbers before drawing a conclusion. We believe this habit will allow him to make balanced conclusion of the finance products available in the market.
Yes. Because Louis has thrown away all the fluff.
He will present only the key essentials that you will need to know to understand personal finance, and to optimise your finances.
You will be able to discern various personal finance and investment tools such as: Insurance, CPF, SRS, Bonds, Stocks after the course.
The aim of the course is to equip you with the ability to map out your own finance blueprint, and to gain the confidence to make your own finance and investment decisions, best suited to your situation.
You will also be able to conduct your own financial health check to determine if your current plans are really as sufficient as you think they are.
WHAT OTHERS SAY
Learn from an Unbiased Source:
Discover how you can structure your own finances with real examples:
Find out a systematic way to manage your personal finances:
By enrolling, you agree to our terms and conditions as stated below:
- Your enrollment into the course will only be confirmed after full payment has been received and acknowledged by BigFatPurse Pte Ltd.
- All payment are non-refundable.
- Postponement notice must be given in writing, 7 days prior to course commencement date, otherwise an administrative fee of S$25 will be imposed.
- Should the participant be unable to attend the pre-paid registered class, the participant may attend one replacement class, subject to availability.
- BigFatPurse Pte Ltd reserves the right to amend the syllabus, course dates and venue where required.
- The information provided by BigFatPurse Pte Ltd and the associated trainers are meant for educational purposes, and at no instance to be regarded as investment advice.
- BigFatPurse Pte Ltd and the associated trainers are not liable for any losses incurred from your investment activities.