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