Silverpine
Silverpine financial education programmes

Our Programmes

Three programmes. One thoughtful progression.

Each Silverpine programme is designed for a specific stage of financial understanding — from foundational money management to long-range strategic planning.

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Our Methodology

How we approach financial education at Silverpine.

Our programmes are structured around one guiding idea: that financial understanding builds in layers. Before you can make sense of markets, you need clarity on your own financial position. Before you can plan for the long term, you need familiarity with the instruments and structures available to you.

Each session at Silverpine moves at a pace set by the group — not by an external syllabus. Educators allocate time to the areas where participants have the most uncertainty, and every concept is grounded in practical examples drawn from the Singapore financial environment.

Small cohorts

Every intake is limited in size to ensure each participant can contribute and receive attention.

Singapore-grounded content

CPF, MAS regulations, local tax structures, and domestic market instruments are part of every programme.

Tools for continued use

Every programme includes materials designed to remain useful long after the final session.

Programme 01

Personal Finance Foundations

A carefully paced programme for individuals seeking a solid grounding in personal financial management. Participants cover essential topics including income assessment, expense categorisation, savings architecture, and debt management principles. The format emphasises practical application through guided exercises and take-home planning tools. Sessions are conversational and supportive, designed to build confidence rather than overwhelm.

Suitable for anyone who wants to develop a clearer, calmer approach to their finances — whether they are at the very beginning or returning to basics after a period of financial uncertainty.

5 weeks 1 × 90-min session per week SGD 350

What is covered

  • Income structure and take-home assessment
  • Expense categorisation and spending pattern analysis
  • Savings frameworks adapted to Singapore incomes
  • Debt types, cost of debt, and management principles
  • Building a personal financial plan with the included workbook

Process

01

Introductory session: understanding where you stand financially

02

Cash flow analysis and expense mapping exercise

03

Savings architecture: building a structure that fits your life

04

Understanding and managing debt — principles and practice

05

Review and personal plan consolidation with take-home workbook

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Personal Finance Foundations

Programme Inclusions

  • 5 live sessions with educator (90 min each)
  • Personal planning workbook (printed and digital)
  • Digital resource kit with templates and reference guides
  • Session notes shared after each meeting
Programme Fee SGD 350
Capital Markets Orientation

Programme Inclusions

  • 8 live sessions with educator (2 hours each)
  • Simulation platform access (portfolio-building project)
  • Annotated case study pack with real market scenarios
  • Session notes and analysis exercises shared post-session
Programme Fee SGD 960

Programme 02

Capital Markets Orientation

A structured programme that equips participants with the knowledge to understand and engage with financial markets thoughtfully. Topics include how equity and debt markets function, the mechanics of funds and ETFs, evaluating risk profiles, and interpreting market data. Sessions incorporate analysis exercises using real market scenarios, and participants work through a simulated portfolio-building project.

Designed for those with a foundation in personal finance who are ready to broaden their perspective — whether they are considering their first investments or seeking to understand the environment their savings are operating in.

8 weeks 1 × 2-hour session per week SGD 960

What is covered

  • How equity and fixed income markets function
  • Funds, ETFs, and unit trusts — structures and considerations
  • Understanding and assessing your risk profile
  • Reading and interpreting market data and reports
  • Portfolio simulation project — building and reviewing a hypothetical portfolio

Process

01

Market structure overview and the role of financial markets

02

Equity markets: how shares work, how to read company information

03

Fixed income and debt instruments: bonds, yields, duration

04

Funds, ETFs, and collective investment vehicles

05

Risk profiling — matching investment approach to personal circumstance

06–08

Portfolio simulation project review, iteration, and presentation

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Programme 03

Strategic Life Planning

An in-depth programme for participants who want to connect their financial decisions with their broader life aspirations. Covers retirement readiness assessment, CPF optimisation strategies, insurance adequacy analysis, estate planning principles, and tax-aware approaches to savings and investments.

The programme combines group instruction with private advisory sessions, enabling each participant to develop a tailored, long-range financial plan. Suited for professionals, couples, or families at a stage where forward-looking planning has become a priority.

12 weeks Weekly sessions + 3 consultations SGD 2,580

What is covered

  • Retirement readiness: projecting needs and assessing current trajectory
  • CPF — OA, SA, MA, RA structures and optimisation approaches
  • Insurance review: life, health, critical illness, income protection
  • Estate planning principles and succession considerations
  • Tax-aware approaches to savings and investment decisions
  • Building a personalised long-range financial plan
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Strategic Life Planning

Programme Inclusions

  • 12 weeks of group sessions
  • 3 individual advisory consultations
  • Planning toolkit and digital resource library access
  • Personalised long-range financial plan developed with educator
  • 6-month check-in session included
Programme Fee SGD 2,580

Staged payment arrangement available upon enquiry.

Decision Guide

Which programme is right for you?

Use this comparison to identify the most appropriate starting point based on your current situation and goals.

Feature Personal Finance Foundations Capital Markets Orientation Strategic Life Planning
Duration 5 weeks 8 weeks 12 weeks
Session length 90 minutes 2 hours Varies + 1:1
Individual consultations 3 sessions
CPF strategies covered Introductory Contextual In depth
Simulation platform Included
6-month check-in Included
Best for No prior financial education Finance basics in place Forward-looking planning
Fee SGD 350 SGD 960 SGD 2,580

Programme Standards

Standards applied across all programmes.

Privacy and Data Handling

Participant information is handled in accordance with Singapore's PDPA. No personal financial data is retained after programme completion.

Current, Updated Content

All programme materials are reviewed at the start of each year and updated to reflect current MAS guidance, CPF policy changes, and market conditions.

Participant Feedback Review

Structured feedback is gathered from every cohort. Curriculum and delivery adjustments are made where participant responses consistently identify gaps or improvements.

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Have a question about a specific programme?

We are happy to discuss your situation before you decide. Reach out and we will help you understand which programme fits best.

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