Course Description

Synopsis:

In this Personal Finance Series with Providend: Achieving Financial Wellness with Money Wisdom, the course introduces the core areas of interest that busy working professionals should consider for their personal finances.

As a brief overview, Part 4 of the series will cover: Generating a Reliable Income Stream for Retirement. Many retirees invest in order to create a reliable, passive income stream in their retirement years when they stop working. Over the past decade, many product manufacturers have been launching products to provide an income solution to the retirees. Fund houses and more recently, robo-advisers have also been launching income paying unit trusts. Insurers for the longest time have been rolling out retirement income products. We will share how these various options work and key considerations you should take before deciding which to implement for your own investment journey.

Explore other areas of managing personal finances in this series (4 parts in total): 

 

Intended For:

  • Audit Professionals/ PAIP
  • Finance Professionals/ PAIB
  • Public Sector Finance
  • C-suite & Directors 
  • Business Owners

 

Competency Mapping: 

  • CPE Category "Others" = 1.0 CPE Hour 
Instructor Image

Loh Yong Cheng

Prior to his wealth advisory journey, Yong Cheng was with Ernst & Young upon receiving his Bachelor of Accountancy at the Nanyang Technological University (NTU) before joining the National Trade Union Congress (NTUC) where he worked in a union setting to represent workers in their bread & butter issues.Having observed that family issues often arose due to financial reasons during his time in the union, coupled with a strong personal interest and motivation to better plan for himself and his family, Yong Cheng joined Providend as a Client Adviser in 2017.Since then, he has empowered many busy professionals, families and near-retirees to explore desirable alternatives to their current lifestyle after gaining better clarity on their finances.Yong Cheng also actively contributes his professional insights on various wealth-related topics in interviews with media channels such as Channel 8, The Straits Times and Lianhe Zaobao.

1 CPE Hour

Lesson(s)

3

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