The initiative
The Financial Literacy Initiative
Free 2–3 hour interactive workshops that help people choose the right adviser, understand financial products and concepts, and make confident money decisions.
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Practical financial capability for everyday life
The Financial Literacy Initiative runs free 2–3 hour interactive workshops, led by personal-finance experts and independent trainers, in companies, housing societies, clubs, associations and colleges. Hands-on, project-based sessions get participants to take action on their own finances.
They build the skills to choose a qualified adviser, understand asset classes (FDs, PPF/EPF, pensions, equities, bonds, mutual funds, insurance) and core concepts (time value of money, compounding, inflation, diversification, SIPs), and to make the right decisions at life’s milestones — marriage, insurance, a child, education, a home, retirement, a will and tax.
Four ways the initiative builds capability
Learn how to identify a qualified, experienced adviser — such as a Chartered Wealth Manager (CWM®) — and what to avoid.
FDs, PPF/EPF, pensions, equities, bonds, mutual funds and insurance — what each is for.
Time value of money, compounding, inflation, risk and return, diversification and SIPs.
Make sound decisions for marriage, children, a home, retirement, wills and tax.
Financial literacy for every audience
Tailored modules for each audience — from first salary to retirement.
Formats to fit every setting
Request a free workshop
Employers, schools, colleges, clubs and societies can request a free, tailored financial-literacy workshop for their audience.
Financial Literacy Initiative — FAQ
Choosing a qualified adviser, understanding asset classes and money concepts, and making sound decisions at major life stages — through free, hands-on, project-based workshops.
Workshops are typically 2–3 hour interactive sessions led by finance experts and independent trainers, and they are free to participants and the host organisation.
In companies, housing societies, clubs, associations and colleges — and through school programmes, weekend seminars, camps, in-class training, employee education and digital formats.
Working professionals, home makers, retired and retiring people, families, college students and school students — with modules tailored to each audience.
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Run a free financial-literacy programme
Bring the Financial Literacy Initiative to your workplace, campus or community — at no cost.
Request a free workshop