Build Financial Confidence at Every Stage of Life
Practical financial education designed for adults 40 and above in Singapore. Develop the knowledge and skills to make informed decisions about money management, investing, and retirement planning.
Our Course Programs
Choose from three comprehensive programs designed to build your financial knowledge progressively, from fundamental money management to sophisticated planning strategies.
Financial Mastery Foundations
Build solid financial understanding with practical money management skills. Learn realistic budgeting, strategic debt management, and sustainable saving habits that work within your real circumstances.
- Comprehensive spending analysis and budgeting
- Strategic debt evaluation and management
- Emergency fund development strategies
- 8 weeks, 2-hour weekly sessions
Advanced Investment Portfolio Strategy
Develop sophisticated portfolio strategies for retirement planning. Explore asset allocation, risk management, and systematic investing appropriate for your timeline.
- Portfolio construction and asset allocation
- Risk assessment and management strategies
- Tax-efficient investment approaches
- 11 weeks with practical portfolio work
Complete Financial Planning Intensive
Comprehensive integration of all financial planning dimensions. Address retirement income, tax optimization, risk protection, estate planning, and multi-generational wealth strategies.
- Holistic retirement and income planning
- Comprehensive tax and estate strategies
- Personalized financial plan development
- 15 weeks plus individual consultations
500+
Students Educated
15+
Years of Experience
4.8/5
Average Rating
92%
Completion Rate
Why Choose Summit Learning
Our approach combines practical knowledge with personalized guidance to help you build lasting financial competence.
Experienced Instructors
Learn from professionals with decades of financial planning experience who understand the unique challenges adults face at different life stages.
Practical Application
Every concept is tied to real-world scenarios and actionable strategies you can implement immediately in your own financial situation.
Ongoing Support
Access extended email support after course completion to help you navigate questions as you implement what you've learned.
Singapore-Focused
All content tailored to Singapore's financial landscape, tax system, and regulatory environment for maximum relevance.
Structured Learning Path
Clear progression from foundational concepts to advanced strategies allows you to build knowledge systematically.
Comprehensive Materials
Receive workbooks, planning templates, and tools you'll continue using long after the course ends.
Ready to Take Control of Your Financial Future?
Join hundreds of adults who have built greater financial confidence through our practical, Singapore-focused education programs. Start your learning journey today.
Frequently Asked Questions
Find answers to common questions about our financial education programs.
Who are these courses designed for?
Our programs are specifically designed for adults aged 40 and above in Singapore who want to build practical financial knowledge. Whether you're starting to think seriously about retirement planning or want to strengthen your overall financial position, our courses provide relevant, applicable guidance.
Do I need prior financial knowledge to enroll?
The Financial Mastery Foundations course requires no prior knowledge and is designed for those beginning their financial education journey. The Advanced Investment and Complete Planning courses assume basic financial literacy but not professional expertise. We assess your background during enrollment to recommend the right starting point.
How are the courses delivered?
All courses combine weekly group sessions with individual work using provided materials and tools. The Complete Financial Planning Intensive also includes one-on-one consultation sessions. Sessions are held in Singapore at our Marina Boulevard location, with materials accessible online for preparation and review.
What is included in the course fees?
Course fees include all instructional sessions, comprehensive workbooks and materials, planning templates and tools, and post-course email support (duration varies by program). For the Complete Planning Intensive, fees also include individual consultation sessions and professional planning software access.
How long does each program take to complete?
Financial Mastery Foundations runs for 8 weeks with 2-hour weekly sessions. Advanced Investment Portfolio Strategy spans 11 weeks. The Complete Financial Planning Intensive is a 15-week program with longer sessions and additional individual consultations scheduled throughout the period.
Will my personal financial information remain private?
We maintain strict confidentiality of all personal financial information shared during courses. While we use example scenarios for learning purposes, these never include identifiable participant information. Individual consultations are completely private, and all materials follow professional privacy standards.
Can I get a refund if I need to withdraw?
We offer a full refund if you withdraw within the first week of the program. After that, refunds are prorated based on sessions remaining. Contact us to discuss your specific situation if you need to withdraw for unexpected circumstances.
Do you offer payment plans?
Yes, we offer flexible payment arrangements for all courses. You can choose to pay the full fee upfront or spread payments across the program duration. Contact us to discuss payment options that work for your situation.
Our Location
Visit us at our Marina Bay office in the heart of Singapore's financial district.
Get in Touch
Have questions about our courses or want to discuss which program is right for you? Contact us today.
Contact Information
Phone
+65 6584 9271Address
1 Marina Boulevard, #25-01
Singapore 018989
Operating Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed
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