1 Day Wealth Planning

Mode of Training:
Online, In-Person

9:00AM – 6:00PM

Full Day

Funding Available:
Corporate rates available


1-Day Wealth Planning Workshop is designed for non-financed trained participants to fully appreciate and obtain financial literacy and liberty. The workshop simplifies, makes layman complex financial principles and for you to gain knowledge for your personal financial planning.

Purpose and Benefits

The programme is designed for the non-financed trained to achieve the four (4) main learning objectives:

  • Diversifying one’s knowledge base is always beneficial. Non-finance professionals can develop financial literacy, which can be applied in both personal and professional settings.
  • Individuals to take control of their personal finances, make informed decisions, and set realistic financial goals, improving their financial well-being and future security.
  • Wealth planning workshops assist in setting realistic financial goals, creating a clear roadmap for achieving financial security.

Learning Outcomes

By the end of the workshop, participants will be able to:

  • Gain a complete picture of your personal financial planning
  • Access to 20 years field-tested financial planning concepts
  • Learn timeless principles on financial planning
  • Harness good financial literacy knowledge for families
  • ‘Live’ and expert consultation with Mr Chua Kim Peng, personal financial specialist and also Chief Trainer, Finerty Academy

Target Audience

  • Working adults seeking empowerment to take control of their financial well-being
  • Wealth Managers, Financial Advisers, Insurance Advisers
  • Estate Planners, Will-Writers
  • Bankers, Relationship Managers

Teaching Style

The program will be conducted through case studies, short lecturing, group discussions and sharing, personal reflections and peer learning. This program is designed using adult learning concepts. Gayne’s and/or KOLB’s design theories are applied together with sound design principles, effective retention strategies so that different types of learners (Visual/Audio/Tactile/Kinaesthetic learners) can achieve the learning outcomes and subsequently transfer and apply their learnings in their workplace.

Lesson Plan

Programme Fees


Corporate rates are available, speak to us to find out more.

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