This is the start of your 1 year financial gym membership. We are going to see each other at least once per month for you to create Wealth Accumulation Systems and eventually be Financially Stress Free! The program is based on the investment strategy of regular investing in the various Wealth Accumulation Systems. The gym program comprises of 2 main segments, Fundamental modules and Monthly meeting.
1. Fundamental Modules (Webinar)
There are 5 fundamental module classes, 2 hours each, covering the following topics:
a. Financial Planning
b. Fixed Income Instruments – Endowments, Annuities and Bonds
d. Unit Trusts and ETFs (Exchange Traded Funds)
e. Reits and Real Estate
The fundamental modules will be conducted via webinar.
2. Monthly Meeting (Webinar / Live meeting)
This is where the real learning takes place! During the monthly meeting, We will discuss current affairs and have invited speakers to give you different professional investment perspective. We will also play a game whereby every meeting you are given $5,000 virtual dollars for investment into the various wealth accumulation systems you have created. We will track your performance over the membership period to see who has the highest portfolio value in the end!
The monthly meeting will be carried out either via live (face to face) or webinar format
|Foundation Training||Date||Monthly Meeting||Date*|
|Bonds / Endowments||2 Feb 21||Monthly Meeting||3 Feb 21|
|Stocks and Shares||2 Mar 21||Monthly Meeting||3 Mar 21|
|Unit Trust / ETFs||6 Apr 21||Monthly Meeting||7 Apr 21|
|REITs / Real Estate||4 May 21||Monthly Meeting||5 May 21|
|Financial Planning||1 Jun 21||Monthly Meeting||2 Jun 21|
|Bonds / Endowments||Jul 21||Monthly Meeting||Jul 21|
|Stocks and Shares||Aug 21||Monthly Meeting||Aug 21|
|Unit Trust / ETFs||Sep 21||Monthly Meeting||Sep 21|
|REITs / Real Estate||Oct 21||Monthly Meeting||Oct 21|
|Financial Planning||Nov 21||Monthly Meeting||Nov 21|
|Bonds / Endowments||Dec 21||Monthly Meeting||Dec 21|
|Stocks and Shares||Jan 21||Monthly Meeting||Jan 21|