Basics of Smart Money Management

Short Courses

Duration 4 hours

Certificate TP Certificate

Course Overview

To be financially prepared for the future, it is ever more important for us to understand how to make smart decisions. Come join us in this financial literacy course to learn practical money management tips! This course also introduces the use of CPF digital and cashless payment services, raises awareness of scams, and shares tips on how to avoid becoming a scam victim. Lastly, the course also highlights selected Government schemes that support retirement and healthcare needs.

Who Should Attend

We all want to enjoy a comfortable retirement, but not everyone is sure how to kickstart the journey. This is where financial literacy comes in. With financial literacy, you will understand money matters and make smart financial choices. It is your guide to being informed about the options and resources for your unique financial planning journey for retirement.

What You'll Learn

Managing Everyday Money
Practising the budgeting process to manage income, saving, and spending, and monitoring one’s expenditure.
Discussing practical tips to stretch one’s dollar.
Using Digital Services: CPF Mobile and Cashless Payments
Introducing digital and payment services.
Introducing the use of cashless payment services: PayNow and SGQR Pay.
Introducing the use of CPF services online to manage CPF savings.
Planning Ahead
Understanding what the financial needs in retirement and the importance of being prepared.
Awareness of Government schemes that support retirement and healthcare needs: CPF (CPF LIFE, MediShield Life, Eldershield / CareShield Life), HDB monetisation schemes.
Awareness of the importance of making CPF and insurance nominations.
Awareness of advance care planning for one’s future health and personal care, including the purposes of making a Lasting Power of Attorney (LPA) and Advance Medical Directive (AMD).
Staying Safe Against Scams
Awareness of the common types of scams and where to get reliable information on scam alerts.
Awareness of self-protection guidelines and keeping personal data safe.
Reporting a scam incident and seeking assistance when in doubt.

Certification

Participants who complete the course will be awarded the Certificate of Attendance.

For more information on course fee / schedule, or to apply,

CLICK HERE

Lecturer/Trainer Profile

Ms Christine Toh
Senior Lecturer, School of Business

Christine has extensive experience in teaching a diverse range of students including full-time undergraduates and adult learners.

Committed to shaping the financial expertise of students, her approach is to adapt such that complex financial concepts can be effectively conveyed to all regardless of background. She teaches subjects such as Business Finance, International Finance, Financial Analysis, Fundamentals of Investment, Security Analysis & Portfolio Management and Financial Planning.

Christine holds an MSc in Applied Finance (NUS), BBA with Honours (NUS) and a Diploma in Banking (IBF). Additionally, she has passed CFA Institute’s Chartered Financial Analyst (Levels 1 to 3) examinations as well as FPAS’ “Certified Financial Planner” modules.

Ms Joanna Tan
Senior Academic Mentor, School of Business

With a strong background in IT and business education, Joanna is a seasoned lecturer recognized for her project-based, practical teaching methods that seamlessly link theoretical concepts to real-world applications. As a CPA and PMP, she draws from her experience managing accounting information system projects within the banking sector, enriching her teaching with valuable industry insights.

Beyond the classroom, Joanna is deeply committed to advancing financial education. She pioneered the HSBC-TPSmart Financial Literacy Programme, an initiative designed to equip secondary school students with essential financial skills. This impactful programme has reached over 40,000 students, providing them with practical knowledge in budgeting, saving, and smart financial decision-making.

Course Contact

Enquire Now
67881212
Monday - Thursday: 8:30am - 6:00pm
Friday: 8:30am - 5:30pm

Closed during lunchtime, 12:00pm - 1:00pm
and on weekends and public holidays.
https://www.tp.edu.sg/tsa
Temasek SkillsFuture Academy (TSA)

Temasek Polytechnic

East Wing, Block 1A, Level 3, Unit 4

21 Tampines Avenue 1,

Singapore 529757

Temasek Polytechnic reserves the right to alter the course, modify the scale of fee, amend any other information or cancel a course with low enrolment.

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