INTRODUCTION
This is a unique 1-day course to equip participants with the basic practical skills and knowledge to bring someone from financial distress into the journey towards financial wellness. The field of financial counselling addresses one of the most urgent and growing needs of our time. The number and complexity of financial issues that ordinary people must face have grown dramatically.
This course aims to take the shame out of financial distress, confronts the issues that cause them and over a step-by-step strategy to move from financial distress into financial wellness. It is packed with practical tools, worksheets, discussions and ideas that work. The structured course will provide a clear roadmap and plan for participants to achieve measurable results when they execute it.
COURSE OBJECTIVE
COURSE CONTENT
Your Money and Your Mind
Understanding Personal Financial Statements & Documents
Borrowing Under the Microscope
Role of Risk Management in Financial Distress
Critical Success Factors to get from Financial Distress to Wellness
WHO SHOULD ATTEND
This course is suitable for workers in the social service/ Human Resource field who are interested to be equipped with the practical skills to deal with financial issues. General public are welcome to attend.
AWARD
Participants who meet 80% class attendance will be awarded a Certificate of Attendance by Wealth College.
Fees | S$ |
---|---|
Course Fee (Nett) |
$380 |
Self-Sponsored Applicant: SkillsFuture Credit* |
Eligible to use SkillsFuture credit to pay for the course fee |
TRAINER
Bernard Lim is a Certified Financial Planner (CFP®), Certified Specialist in Financial Education (CSFE®), an Accredited Financial Counsellor (AFCouns®) and a WSQ-ACTA Certified Trainer. He is a member of the Association for Financial Counselling and Planning Education (AFCPE®). Bernard is the founder of Wealth College™ – an organization devoted to educating, equipping & empowering people towards financial wellness.
He was responsible for developing and launching the critically-acclaimed L.i.F.E. - Living in Financial Excellence® Program – a financial education program for the public which has received high commendation from Emeritus Professor Thomas E Garmen (Founder of the Personal Finance Education for Employees Foundation, USA). Over the past 11 years, he has trained thousands of practitioners in financial services industry, counselling sector and the public. He consistently receives close to perfect scores for his training content and delivery.
A much sought-after speaker and trainer, Bernard regularly conduct trainings for civil service organisations (e.g. para-counsellors of the Singapore Police Force, staff of National Institute of Education and National Healthcare Group); private corporations (e.g. banks and insurers); non-profit organisations (e.g. Credit Counselling Singapore) and professional counsellors from the social services sector. He is also an adjunct trainer with the Singapore Management University’s Financial Training Institute (FTI).
Bernard has been the driving force behind the launch of the financial services industry community service initiative — FinCARE® (Financial Counselling, Aid & Resilience Education). Through this, his team trains volunteers to be financial counsellors and educators; deploying them to serve in community projects. He has more than 20 years of practical experience in the financial services industry and volunteers regularly as a financial counsellor. Bernard has been interviewed on Asian Wall Street Journal, the Straits Times, Business Times, Radio 93.8 Live, and the CommonCents program on MediaCorp Ch5.
APPLICATION and ENQUIRIES
Alicia Loy
6593 5287
This email address is being protected from spambots. You need JavaScript enabled to view it.
Duration | 7.5 hours |
Dates |
13 July 2018 (Closing date: 15 June 2018) |
Timing | 9.00am - 5.30pm |
Trainer(s) | Bernard Lim |
Venue(s) | To be confirmed |