Financial Education Solutions

Our Financial Education Programmes

Three structured pathways to build your financial knowledge and confidence

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Our Educational Approach

Each course at Ridgepoint Learning follows a structured methodology designed to build understanding progressively. We start with core concepts, introduce practical applications, provide tools for implementation, and support you in applying what you've learned to your own financial situation.

Our programmes are organized into weekly modules that balance learning new material with reinforcing previous concepts. This pacing allows time to absorb information, try out tools and templates, and come to each new module prepared to build on what you've already learned.

Course materials include video lessons, reading materials, practical exercises, downloadable tools, and case studies relevant to Singapore professionals. You'll have access to all materials throughout the course duration, with the ability to review and revisit content as needed.

Course Details

Financial Essentials Course

Financial Essentials

Foundational money management for 40+ including budgeting, debt, savings, and habits. Build practical skills and understanding. 8 weeks with materials.

What You'll Learn

  • Create and maintain realistic budgets that work with your lifestyle
  • Develop systematic approaches to paying down debt efficiently
  • Build emergency funds and establish sustainable saving habits
  • Understand behavioral patterns that impact financial decisions
  • Track progress and adjust strategies as circumstances change

Duration

8 Weeks

Time Commitment

3-4 hours/week

Price

SGD 630

Prerequisites

None

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Portfolio Strategy

Investment construction for mid-career. Asset allocation, vehicles, risk, tax efficiency. 10 weeks with tools.

What You'll Learn

  • Understand asset allocation principles for different time horizons
  • Evaluate investment vehicles available in Singapore markets
  • Assess and manage investment risk appropriate to your situation
  • Implement tax-efficient investment strategies using CPF and SRS
  • Monitor and rebalance portfolios effectively over time

Duration

10 Weeks

Time Commitment

4-5 hours/week

Price

SGD 1,200

Prerequisites

Basic financial literacy

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Portfolio Strategy Course
Wealth Planning Course

Wealth Planning

Comprehensive program integrating retirement, investments, taxes, protection, estate. Personalized plans. 14 weeks with consultations.

What You'll Learn

  • Create comprehensive retirement plans with realistic timelines
  • Integrate investment strategy with tax planning and optimization
  • Evaluate insurance and protection needs for different life stages
  • Understand estate planning fundamentals and documentation needs
  • Develop personalized wealth management frameworks

Duration

14 Weeks

Time Commitment

5-6 hours/week

Price

SGD 2,100

Prerequisites

Investment knowledge

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Course Comparison

Feature Financial Essentials Portfolio Strategy Wealth Planning
Duration 8 weeks 10 weeks 14 weeks
Budgeting & Saving Review
Investment Basics Introduction
Asset Allocation
Tax Planning CPF/SRS
Retirement Planning Overview Intermediate
Estate Planning
Price SGD 630 SGD 1,200 SGD 2,100

Financial Essentials

Best for:

Those starting to build structured financial habits or needing to strengthen fundamental money management skills.

Portfolio Strategy

Best for:

Professionals ready to develop investment knowledge and build portfolios aligned with their goals and time horizons.

Wealth Planning

Best for:

Those seeking comprehensive integration of retirement, investment, tax, and estate considerations into cohesive plans.

Quality Standards Across All Programmes

Expert Instruction

All courses taught by instructors with extensive financial industry experience and current knowledge of Singapore regulations and practices.

Comprehensive Materials

Detailed workbooks, reference guides, templates, and calculators provided with each course for immediate use and ongoing reference.

Current Content

Course materials reviewed quarterly and updated to reflect changes in regulations, tax laws, and available financial products.

Instructor Support

Direct access to instructors for questions throughout course duration. Response within 24 hours on weekdays for all participant inquiries.

Privacy Protection

Full compliance with Singapore PDPA. Your personal information and any financial details shared during courses kept strictly confidential.

Completion Recognition

Certificate of completion provided for each course, documenting your achievement and commitment to financial education.

Investment in Your Financial Future

Financial Essentials

SGD 630

One-time payment

  • 8 weeks of structured lessons
  • Complete course materials
  • Budget and saving tools
  • Instructor support included
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Portfolio Strategy

SGD 1,200

One-time payment

  • 10 weeks of investment training
  • Comprehensive course materials
  • Portfolio planning tools
  • Instructor support included
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Wealth Planning

SGD 2,100

One-time payment

  • 14 weeks comprehensive programme
  • Full course materials
  • Planning frameworks & tools
  • Personal consultations
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All prices include complete course materials, tools, and instructor support. No additional fees.

Ready to Begin Your Financial Education?

Contact us to discuss which course is right for your current situation and goals. We're here to help you choose the programme that will provide the most value for your needs.

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