Financial Literacy Course – Lifetime Income Mastery

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SkillsFuture Credit
UTAP Eligible

Course Overview

Financial Literacy Course

Financial Literacy Course, accredited by IBF, is suitable for any individual to have the ability to build and manage their own multi-asset portfolios that are able to generate lifetime income for their retirement needs. It is designed for investors who are serious in planning and implementing insurance and investment plans. Students will learn to:

  • Create their own portfolios that fit the criteria of lower volatility and inflation-hedged returns
  • Generate stable Lifetime Income using various assets class such as Stock and shares, Bonds, REITS, Unit Trust and Saving/Retirement plans

Course Title

Lifetime Income Mastery

Course Objectives

  • Enable participants to understand Personal Financial and Protection needs
  • Help participants maximize their CPF and SRS strategy
  • Familiarize participants with Multi Assets criteria and methods (Stocks, Bond, REITs, Unit Trust, and Retirement/Saving plan selection)
  • Equip participants with Portfolio and Risk Management skills

Financial Literacy Course – Lifetime Income Mastery

Target Audience

  • Individuals who want to learn Multi-Asset Investing
  • Individuals who are interested in managing Multi Asset Portfolios
  • Individuals who want to have insurance, investment, and retirement plan
  • Individuals planning for Retirement Income

Course Content:

  • Check out your own Finances
  • Protecting Your Downside Risk
  • Maximising Your CPF
  • Growing Wealth with SRS
  • Generating Passive Income with Bonds
  • Picking Value Stocks for Dividends
  • Everything you need to know about REITs
  • How the Pro select Unit Trust
  • Dissecting Saving, Retirement, and Annuities Plan
  • Becoming a Manager in Creating Your Own Lifetime Income

Other investment courses include Technical Analysis Course and Fundamental & Technical Analysis Investments.

Course Feature

Course Feature

Course Provider: To be Advised
Course Reference Number:
Mode Of Training:
Funding Validity Period:

Financial Literacy Course

Available in: English

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