Stoneleaf financial education programmes

Our Programmes

Three structured programmes built around where you are today and where you'd like to be. Each is grounded in Singapore's financial environment.

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How We Teach

Each Stoneleaf programme is built around guided activity, not passive instruction. Sessions introduce a concept and immediately apply it through a structured exercise — so participants build understanding through doing, not just listening.

Groups are kept small to allow genuine discussion. Facilitators draw on professional experience in the Singapore financial market. Content reflects the actual structures and regulations participants will encounter.

Every programme produces a tangible output — a plan, a framework, or a toolkit — that participants can continue using after the sessions end.

Singapore-Grounded

Content built around CPF, MAS regulations, and the SGX from the ground up.

Small Group Format

Cohort sizes capped to preserve discussion quality and facilitator availability.

Tangible Output

Each programme produces a workbook, plan, or toolkit participants take away and use.

Personal Finance Essentials

Personal Finance Essentials

SGD 300

A foundational programme for anyone looking to build a clear, practical understanding of their personal finances. Covers income mapping, everyday budgeting, saving strategies, debt awareness, and navigating Singapore's financial products landscape. Sessions are structured around guided activities and peer discussions, ensuring each concept is grounded in real application. Participants leave with a personalised financial overview and action plan. No prior knowledge is assumed or expected.

4 weeks One 90-min session per week No prior knowledge needed

What's Covered

Income mapping and cash flow awareness

Everyday budgeting methods and tracking tools

Saving strategies and goal-setting frameworks

Understanding debt and managing it constructively

Overview of Singapore's financial products landscape

Programme Sequence

1

Understanding your current position — income, outgoings, and patterns

2

Budgeting approaches and applying them to your own situation

3

Savings strategies, financial products, and debt awareness

4

Building your personalised financial overview and action plan

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Investment Awareness Programme

SGD 880

A programme for those who want to build a grounded understanding of how investments work before making their own decisions. Covers the mechanics of stocks, bonds, funds, and REITs, with a focus on the Singaporean and regional context. Topics include risk and return fundamentals, how to read a fund factsheet, and developing criteria for evaluating investment options. Sessions use collaborative analysis and scenario-based exercises. Designed for those with basic financial literacy who want to expand their knowledge.

8 weeks One 2-hour session per week Basic financial literacy helpful

What's Covered

How stocks, bonds, unit trusts, and REITs work

Risk and return fundamentals — in real terms

How to read and interpret a fund factsheet

The Singapore and regional investment context

Developing your own criteria for evaluating options

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Investment Awareness Programme
Future-Focused Financial Planning

Future-Focused Financial Planning

SGD 2,280

An in-depth programme for individuals and families who are ready to build a financial plan that accounts for the decades ahead. Covers retirement income modelling, CPF strategy, insurance sufficiency analysis, estate planning, and aligning savings and investments with life goals. The programme blends facilitated group sessions with private consultations, producing a detailed and actionable plan for each participant. Suited for mid-career professionals, dual-income households, or anyone at a stage where structured forward planning has become meaningful.

10 weeks Weekly sessions + 2 private meetings Mid-career / family-stage

What's Covered

CPF strategy across different life stages

Retirement income modelling and drawdown planning

Insurance sufficiency analysis

Estate planning considerations

Aligning savings and investments with long-term goals

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Which Programme Suits You?

A feature overview to help you identify the right starting point.

Feature Essentials
SGD 300
Investment Awareness
SGD 880
Future-Focused
SGD 2,280
Duration 4 weeks 8 weeks 10 weeks
Prior knowledge required None Basic literacy Foundational
Workbook included
Simulation exercises
Private advisory meetings
Best suited for Starting out Expanding knowledge Long-term planning

Shared Standards Across All Programmes

Product Independence

No financial products are recommended or sold through any Stoneleaf programme. Content exists solely to develop participant knowledge.

PDPA Compliance

Participant data is handled in accordance with Singapore's Personal Data Protection Act. Collected for programme delivery only.

Regular Curriculum Review

Programmes are reviewed each cycle against participant feedback and changes in Singapore's financial regulatory environment.

Capped Cohort Sizes

Group sizes are capped per programme to ensure the quality of discussion and the facilitator's ability to give appropriate attention.

MAS-Aware Content

All programmes reference the MAS regulatory framework where relevant. Participants understand the distinction between education and regulated financial advice.

Clear Programme Scope

Participants receive a detailed programme outline before enrolling. No hidden content, no surprise upsells — exactly what is listed.

Not Sure Where to Begin?

We're glad to help you work out which programme fits your current situation. Reach out and we'll have a straightforward conversation about what would serve you best.

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