Basic Steps In Retirement Planning
This course will help you to understand the nature of retirement, particularly in Singapore. It will highlight the importance of starting retirement savings early, the effects of inflation and some points that you should take note of before starting your retirement plan.
Several financial calculators are presented that will help you determine your retirement needs. Note that these are presented in the context of Singapore.
Who this course is for:
- working adults
- 02:39Facts About Retirement
- 01:33MoneySENSE Core Financial Capabilities Framework
Peggy Chan, Financial Literacy Trainer, Institute for Financial Literacy
Peggy has 8 years of experience in the financial services industry, helping clients understand their financial needs, objectives and risk tolerance as well as reviewing company policies and procedures to ensure compliance. She was also an adjunct lecturer with a Polytechnic, teaching insurance and retirement planning subjects.
Prior to joining the financial services sector, Peggy was working in the information technology sector for 13 years, first in a government agency and subsequently served as a Senior Systems Analyst in an international bank.
She is a Certified Financial Planner, which is a professional certification specific to retirement planning and wealth accumulation in addition to overall financial planning.
Peggy has a Masters of Science, majoring in Network Management. She also holds other industry certification in M5, M8, M8A, M9 and HI.
The Institute for Financial Literacy is a collaboration between MoneySense and Singapore Polytechnic Enterprise.
Our financial education courses cover basic money management, financial planning and investment know-how.