Comprehensive Financial Education Programs
Three progressive courses designed to build your financial competence systematically, from foundational money management through sophisticated comprehensive planning.
Return HomeOur Educational Approach
Summit Learning's curriculum follows a progressive structure that allows you to build financial knowledge systematically. Each program addresses a distinct level of complexity, from establishing fundamental money management practices through developing comprehensive multi-faceted financial plans. You can begin at the level appropriate for your current knowledge and advance through the sequence as your understanding deepens.
All programs emphasize practical application of concepts to your own financial situation. You work with real scenarios, use professional-grade planning tools, and develop actionable strategies you can implement immediately. Our instructors bring decades of combined experience in financial planning specific to Singapore's environment, ensuring all content is relevant and applicable.
Financial Mastery Foundations
A comprehensive foundational course for individuals in their 40s and 50s seeking to build solid financial understanding and practical money management skills. This program addresses essential financial competencies including realistic budgeting that accounts for life complexity, strategic debt evaluation and management, emergency fund development, and sustainable saving habits.
Key Topics Covered:
- Comprehensive spending analysis and realistic budgeting
- Strategic debt management and repayment planning
- Emergency fund development strategies
- Sustainable saving habits and goal alignment
- Trade-off decision-making frameworks
Duration
8 weeks
Session Length
2 hours weekly
Support Period
3 months email
Investment
SGD 670
Advanced Investment Portfolio Strategy
An intermediate-level investment course for individuals ready to develop sophisticated portfolio strategies for the path toward retirement. This program explores portfolio construction, asset allocation, risk management, and systematic investing appropriate for individuals with 10-25 years until retirement.
Program Components:
- Portfolio construction and asset allocation frameworks
- Investment vehicle evaluation (stocks, bonds, funds, ETFs)
- Risk assessment and management strategies
- Tax-efficient portfolio management techniques
- CPF investment coordination strategies
Duration
11 weeks
Session Format
Weekly instruction
Support Period
6 months updates
Investment
SGD 1,310
Complete Financial Planning Intensive
A comprehensive advanced program integrating all dimensions of financial planning for individuals seeking holistic strategies for long-term security and legacy planning. This intensive course addresses retirement income planning from multiple sources, sophisticated investment management, comprehensive tax optimization, risk protection strategies, and thoughtful estate planning.
Comprehensive Coverage:
- Multi-source retirement income optimization
- Tax-efficient withdrawal sequencing strategies
- Healthcare and long-term care planning
- Estate planning and wealth transfer structures
- Personal comprehensive financial plan creation
Duration
15 weeks
Session Length
2.5 hours weekly
Individual Sessions
6 consultations
Investment
SGD 2,240
Course Comparison
Choose the program that matches your current knowledge level and financial planning objectives.
| Feature | Foundations | Investment Strategy | Complete Planning |
|---|---|---|---|
| Duration | 8 weeks | 11 weeks | 15 weeks |
| Investment | SGD 670 | SGD 1,310 | SGD 2,240 |
| Budgeting & Cash Flow | |||
| Debt Management | |||
| Portfolio Construction | — | ||
| Tax Optimization | — | ||
| Estate Planning | — | — | |
| Individual Consultations | — | — | 6 sessions |
| Personalized Plan Development | — | — | |
| Post-Course Support | 3 months | 6 months | 12 months |
Best for Beginners
Financial Mastery Foundations
Start here if you want to establish solid money management practices and build financial understanding from the ground up.
Most Popular
Investment Portfolio Strategy
Ideal for those with basic financial knowledge seeking to develop sophisticated investment and retirement planning skills.
Most Comprehensive
Complete Financial Planning
Perfect for those ready to integrate all financial elements into a holistic, personalized comprehensive plan.
What's Included in Every Program
Comprehensive Materials
Workbooks, templates, and resources you keep and use beyond the course.
Expert Instruction
Learn from professionals with decades of financial planning experience.
Small Group Format
Limited enrollment ensures personalized attention and meaningful discussion.
Professional Tools
Access planning software and analytical tools used by professionals.
Extended Support
Email guidance continues after course completion for implementation questions.
Privacy Protection
Strict confidentiality maintained for all personal financial information.
Ready to Begin Your Learning Journey?
Choose the program that aligns with your current financial knowledge and planning objectives. Contact us if you need guidance selecting the right course for your situation.