Financial Fellowship
"You can't go back and change the beginning, but you can start where you are and change the ending"
C.S Lewis
DiY your own financial roadmap
Financial Fellowship is designed for those that want to DIY your financial roadmap, but with some guidance from financial planners.
During the 8 weeks fellowship, you will:
- gain clarity on your financial situation
- figure out where your money has gone
- understand your financial scores
- design a personalized plan that helps you to achieve financial independence
In this program, you will have direct access to a licensed financial planner who knows your circumstances and will offer advice absolutely relevant to your desired financial life.
FINANCIAL FELLOWSHIP opens quarterly
how it works
2. Apply
After each session, apply what you have learnt through coordinating action items with timeline in digital or printable resources
3. Review
Join other students and alumni group for a live Q &A session to cover the previous topics.
Syllabus
Week 1
Setting goals
and your relationship with money
Week 2
Understanding your cash flow and spending habits
Week 3
Understand your asset and liabilities
Week 4
Getting the right insurance
Week 5
Investment 101
Week 6
Creating an Investment Policy Statement (IPS)
Week 7
Leaving a legacy
Week 8
Designing your own financial plan
Graduation
Join the alumni group
