Build Financial Understanding for Your Next Decades
Practical courses designed for adults 40+ who want clear, honest guidance on money management, investing, and planning ahead.
Our Financial Education Courses
We offer straightforward courses that address real financial questions facing people in their 40s, 50s, and beyond. Each program provides practical tools and honest perspectives you can apply to your own situation.
Money Management for Your Next Decades
A foundational course addressing essential financial skills for individuals in their 40s and 50s who want to understand and improve their financial situations with practical, honest guidance.
- Realistic budgeting that works with your actual lifestyle
- Strategic approaches to debt based on your circumstances
- Building emergency funds appropriate to your life stage
- Developing sustainable saving habits
Building Your Investment Portfolio
An investment course for individuals ready to move beyond basic savings to develop strategic investment portfolios, balancing growth needs with increasing stability requirements.
- Understanding different investment options and their characteristics
- Asset allocation strategies for your timeline
- Evaluating investment costs and their impact
- Creating systematic investment approaches
Comprehensive Financial Planning Course
A complete program addressing all aspects of financial planning for individuals seeking integrated strategies that work together toward long-term security.
- Retirement income planning from multiple sources
- Tax-efficient portfolio management
- Appropriate insurance coverage assessment
- Estate planning fundamentals
Why People Choose Truepoint Learning
We approach financial education differently, focusing on understanding and practical application rather than high-pressure tactics or unrealistic promises.
Designed for Your Life Stage
Our courses specifically address the financial questions and situations facing people in their 40s, 50s, and beyond, recognizing that your needs differ from those just starting their careers.
Honest, Pressure-Free Guidance
We present information clearly and let you make your own informed decisions. No sales pitches for specific products, no pressure to act immediately, no unrealistic promises about outcomes.
Practical Tools and Templates
Each course includes workbooks, planning templates, and resources you can use immediately. We focus on building skills you'll actually apply to your own financial situation.
Flexible Learning Format
Evening sessions work around typical schedules, with a mix of instruction and personal planning time. You learn concepts and immediately apply them to your situation during the session.
Ongoing Support Access
Questions come up after sessions end. All courses include extended email support so you can get clarification as you work through your personal planning.
Singapore-Specific Context
While financial principles apply broadly, specific rules and opportunities vary by location. Our courses address CPF, tax considerations, and options relevant to Singapore residents.
Ready to Build Your Financial Understanding?
Our courses start throughout the year. Reach out to learn about upcoming sessions, discuss which program might fit your situation, or ask questions about the curriculum.
We respond to inquiries within one business day and are happy to discuss whether our courses might be a good fit for your needs.
Common Questions About Our Courses
Here are answers to questions people frequently ask when considering our programs.
Our courses are designed for adults in their 40s and beyond who want to better understand their financial situation and make more informed decisions. You don't need existing financial knowledge or experience with investments. The courses work well for people who feel uncertain about financial topics, those making major life transitions, individuals approaching retirement planning age, or anyone who wants clearer understanding of their options.
Courses meet weekly for 90 minutes to 2 hours, typically in the evening to accommodate working schedules. Sessions combine concept instruction with practical exercises where you work on your own planning. You receive workbooks and templates to use during and after the course. The comprehensive planning course also includes individual consultation sessions. All sessions are held at our Collyer Quay location in Singapore's CBD.
While sessions use examples and exercises applicable to various situations, you'll have opportunities to apply concepts to your specific circumstances during the planning portions of each session. All courses include extended email support after completion, and the comprehensive planning course includes individual consultation sessions where you can discuss your particular questions in detail.
No. We are an educational organization only. We don't sell investment products, insurance, or any financial services, nor do we receive commissions for recommendations. This allows us to provide objective information focused on helping you understand your options rather than steering you toward particular products.
If you're starting to think about financial planning and want to get your basic money management in order, the Money Management course provides a good foundation. If you're ready to move beyond savings accounts but unsure about investing, the Investment Portfolio course addresses those questions. The Comprehensive Planning course suits those wanting to develop an integrated approach across multiple financial areas. Feel free to contact us to discuss which might fit your situation.
You'll have workbooks, templates, and resources to continue using in your personal planning. All courses include several months of email support for questions that arise as you implement what you learned. You're welcome to repeat courses if you want to revisit material, and many participants continue with additional courses as their needs evolve.
Find Our Location
We're located in Singapore's CBD, convenient to public transport.
Get in Touch
Have questions about our courses or want to discuss which program might fit your needs? We're here to help.
Contact Information
Phone
+65 6429 8563
Monday-Friday, 9:00 AM - 6:00 PM SGT
Location
16 Collyer Quay, #21-00
Singapore 049318
Office Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
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