1-Day Wealth Planning

The Wealth Planning workshop simplifies complex financial principles to help you gain knowledge in holistic financial planning.
Corporate Inquiry
MODE OF TRAINING
In-person
DATE
March 7, 2026
-
TIME
9:00AM – 6:30PM
AVAILABLE FUNDINGS
IBF-STS Funding, NTUC UTAP Funding
Nett Fee (After IBF Funding)
Singaporeans aged 40 & above
$600* (U.P $2000)
Singaporeans below 40 & All PR
$1000* (U.P $2000)
*NTUC members may enjoy UTAP funding with 50% reimbursement on out-of-pocket expenses, capped at $250 or $500 per year."
DIFFICULTY LEVEL
Easy

Aim

The 1-Day Wealth Planning Workshop is an intensive and comprehensive training program designed to equip participants with essential knowledge and strategies for effective wealth management, financial planning, and legacy building. This course is structured around the Journey of W.E.A.L.T.H.™ model, covering key areas such as cash flow management, investment planning, retirement preparation, and estate planning. Through engaging discussions, hands-on exercises, and case studies, participants will gain a holistic understanding of financial wellness and long-term financial security.

The workshop also introduces key financial frameworks, including Journey to RETIRE™, Journey to HEALTH™, and Journey for LEGACY™, which provide actionable insights for sustainable wealth growth and protection.

What You'll Learn

By the end of the workshop, participants will be able to:

• Understand Wealth Planning Fundamentals – Learn the importance of financial planning and how to apply the Journey of W.E.A.L.T.H.™ model to achieve financial security.

• Identify and Manage Different Money Personalities – Discover your financial habits and how they influence wealth-building decisions.

• Implement Effective Cash Flow and Expense Management – Learn budgeting techniques, financial ratios, and liquidity planning to maintain financial stability.

• Plan for Retirement and Asset Growth – Explore strategies for asset acquisition, investment planning, and risk mitigation.

• Optimize Wealth Protection – Gain insights into insurance planning, general insurance, and risk management to safeguard financial health.

• Develop Legacy and Estate Plans – Learn how to structure wills, trusts, and estate distributions effectively to preserve wealth across generations.

• Apply Financial Decision-Making Strategies – Gain proficiency in investment planning, debt management, and financial risk assessment.

Target Audience

Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers

Download Our Lesson Plan

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About the Trainer

  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED FINANCIAL CONSULTANT®
  • CERTIFIED KASHGROWTH PROFESSIONAL™
  • FELLOW CHARTERED FINANCIAL PRACTITIONER
  • ASSOCIATE ESTATE PLANNING PRACTITIONER ™
  • ADVANCED CERTIFICATE IN TRAINING AND ASSESSMENT (ACTA)
  • PROFESSIONAL ESTATE PLANNER
  • BACHELOR OF BUSINESS (BANKING & FINANCE)
  • Specializes in personal finance since 2001 and speaks regularly in various seminars island-wide
  • Clientele includes High Net-Worth Individuals, Business Owners, Successful Professionals, and Senior Executives
  • Professional Expertise involves all areas of personal financial services including Wealth Accumulation and Retirement Planning, Wealth Management & Investment Planning, Wealth Distribution and Estate Planning, Wealth Protection & Risk Management Planning, Business Continuity & Succession Planning
  • Corporate Services like Enhanced Staff Welfare, Talent Retention Strategies, and Customized Wealth Planning for Top Management Staff
  • Graduated with a Bachelor of Business (Banking & Finance) and achieved 100% distinctions
  • Appointed Lecturer for in the prestigious CFP® and ChFC® courses
  • ACTA Certified Trainer
  • Founder / Principal Trainer / Managing Director of Finerty Academy Pte Ltd
  • Developed The Journey of WEALTH ™Model – A Holistic Framework for Managing Wealth
  • Developed YOUR KASHGROWTH ™ – A Competency Framework for Leaders & Professionals
  • Currently serving in various non-profit organizations and involved in several community projects locally and overseas.
More About Trainer →

Reviews from Our Past Participants

An incredibly packed day of financial learning! This course moved beyond numbers to focus on understanding our financial habits and provided a clear framework for the journey ahead. With useful insights for attendees from all walks of life, it was time very well spent. Thanks to Chua Kim Peng and the team for a fantastic session.
Muhamad Sulaiman
Everyone earning a salary or planning to enter the workforce should make it a point to attend the 1-Day Wealth Planning Workshop curated by FiNERTY. It's the perfect course to understand concepts and frameworks around financial management, stewarding our hard earned money, ensuring it serves us wisely in long term horizons. In an era of information overload and biased financial advice, everyone should be empowered to be our own Financial Advisor, understating our own temperaments, life goals to successfully ride on current financial realities and instruments.
Kenneth Lam
The Wealth Planning Workshop provides the essential financial planning knowledge for anyone, not just for financial planners in their profession. Basic concepts and frameworks in simple language enables critical understanding about financial considerations and long-term wealth. Kim Peng is an engaging speaker with a deep wealth of knowledge and experience. Very insightful perspectives! Finerty's Wealth Planning Workshop is a must-attend for anyone who wants to be smarter with and make better use of their hard-earned money.
Fredie Tan
This one-day wealth-planning course provided a clear and practical framework that everyone should know on financial planning. The tips shared were highly actionable and easy to implement. I waited to write this testimonial until I had actually opened my three accounts and applied the “three-dollar concept” to start shifting my portfolio toward a healthier and more balanced mix. Thank you for sharing such valuable insights and equipping me with the knowledge and confidence to navigate the financial future more effectively.
Ryan Du Liguo

Frequently Asked Questions

Why should I sign up for an IBF-accredited course?
a) Singapore Citizens and PRs enjoy IBF funding up to 70%, making professional development more affordable.
b) Nett fee is fully payable by SkillsFuture Credits (Except Mid-Career Transition credits), resulted in $0 cash outlay
c) Each IBF-accredited course is rigorously reviewed by the Institute of Banking and Finance (IBF) to ensure it meets industry-recognized standards and is aligned with the national SkillsFuture frameworks for Financial Services.
What is the requirement to enjoy the IBF-Funding?
a) You must be a Singaporean or PRs
b) The funding quantum depends on the age group and citizenship
- SG Citizens 40 & above, enjoy IBF-STS 70% funding
- SG Citizens below 40 & PRs, enjoy IBF-STS 50% funding
c) Nett fee is fully payable by Skillsfuture credit, except the Mid Career Transition credit of 4k.
d) You must fulfil the min attendance of 75% and pass the relevant assessment to be eligible for the IBF Funding
What if I have exhausted my Skillsfuture Credit?
a) You may pay the nett fee in cash
b) If you are an NTUC member, you may claim UTAP Funding and reimburse back 50% out-of-pocket expenses, capped at $250 or $500 per year
c) The claim amount depends on your age group and learner must submit the claim themself within 6 months after course completion
What are the steps to claim Skillsfuture Credits?
Go direct to this Link: https://www.myskillsfuture.gov.sg/content/portal/en/e-services/e-services.html
‍✅ Click Check & Claims Skillsfuture Credits
✅ Click Submit Claim (first tab next to Claim Status)
✅ Course code: As registered
✅ Course Start Date: As registered
✅ Total amount in invoice: $XXX
✅Amount of credits to claim: $XXX (Depends on your credit balance)
✅Upload invoice and submit.
✅ Once done, please share the screenshot showing the pending status. 
How do i submit claim for UTAP Funding?
1) Check Eligibility: Ensure you are a paid-up NTUC Union member and your chosen course is UTAP-supported.
2) Pay Nett Course Fee: Pay the course fee after all other subsidies (like SkillsFuture) have been applied.
3) Complete Your Course: Achieve at least 75% attendance and pass any required assessments.
4) Submit Claim Online: Log in to the NTUC U Portal within 6 months of course completion and submit your claim with the required documents (invoice and certificate).
5) Receive Reimbursement: Get your reimbursement (up to $500) directly from NTUC via GIRO.

More information can be found from:
https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme

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