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

1. Learn

Get exclusive and personalized online learning for 8 weeks with a licensed financial planner that covers one part of the financial plan that you will build as you go

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

Knowing is not enough. We must apply.
Willing is not enough. We must do.

Book Your Slot Now

Book an Appointment

Talk to a Licensed Financial Planner