About the Course

The first step to be financially free starts from here. Esjay Loh, a certified financial planner, will teach you how to invest, track your bills along with your grocery spending and plan a better future for your children. With her worksheet and free personal counselling, who knows? Maybe, you’ll finally get the vacation of your dreams.

Learning Outcomes:

“At the end of the course, you will be able to….”

  • Identify the essential financial needs for themselves and their families.

  • Determine of their financial status of their families.

  • Set an effective budget plan for each family’s financial needs.

  • Manage family’s sending habits in order to reach their financial goals.

Highly Recommended For:

  • Parents

  • New parents who are planning to expand their family

  • Newly married couples

Watch Intro Video

Introduction Video

You can preview the introduction video

Course Chapters:

  • 1

    Welcome, Learners!

    • Introduction to Course

  • 2

    Chapter 1: Introduction to Financial Planning

    • Why is Financial Planning Important?

    • The Best Gift for Your Children

  • 3

    Chapter 2: Identify Financial Goals

    • Identify Goals

    • Type of Goals

  • 4

    Chapter 3: Studying your own Finances

    • Study Your Own Finance

    • Understand your Liabilities

  • 5

    Chapter 4: Investment

    • Investments

    • Types of Investments

  • 6

    Chapter 5: Risk Management

    • Insurance

    • What Insurance Do I Need?

  • 7

    Chapter 6: Budget Allocation

    • Budget Allocation

    • App Method

  • 8

    Redeem your Certificate!

    • Making the Plan

    • Learner Feedback Survey