Benefits of Financial Literacy
Target Audience
Graduates of schools and universities
Career-starters
Working Professionals
Newly Married Couples
Recently Separated or divorced
Experienced adults wishing to expand their financial knowledge
Retired individuals wanting to better manage their money
Our Mission
Empower you to make financial decisions
Offer a fast-track approach to financial education
Offer a reference resource to consult when needed
Provide access to lots of information in one place
Present all material in simple and concise language
Keep improving content and language offering
What we do not wish to do
Objectives
Our mission will be fulfilled if, after studying the material we present, you feel confident to embark on your journey to manage your money, save, make investments and speak to your financial advisors and planners with knowledge and confidence.
We will explain all the components separately, so that you can pick and choose what to study and when. There are many topics that everyone should study, and others that you would only need to look at when you need them. The needs could arise several years apart.
Background
Few financial literacy resources are available for adults interested in improving their overall financial knowledge. There are many books on specific topics like trading shares, but none of them covers a broad range of topics in one place
There are a number of helpful books on financial literacy, but most are country specific, many targeted at youngsters, and they mostly cover the same list of topics, from budgeting to savings and investments
There is an increasing awareness that there are no established frameworks for schools and universities around the world to teach their students about money. Some private schools offer short voluntary courses to their students. However, schools cannot practically cover everything that their students will need. This is partly because of costs involved, and partly because of the difficulty of sourcing the required expertise.
Presently, Singapore and Denmark formally teach financial literacy at schools. In Denmark, children aged 13 to 15 are taught about financial literacy on topics such as banking, saving, budgeting, etc. Singapore has had a focus on teaching financial literacy at schools for more than 10 years.
There are a number of helpful books on financial literacy, but most are country specific, many targeted at youngsters, and they mostly cover the same list of topics, from budgeting to savings and investments
There is an increasing awareness that there are no established frameworks for schools and universities around the world to teach their students about money. Some private schools offer short voluntary courses to their students. However, schools cannot practically cover everything that their students will need. This is partly because of costs involved, and partly because of the difficulty of sourcing the required expertise.
Presently, Singapore and Denmark formally teach financial literacy at schools. In Denmark, children aged 13 to 15 are taught about financial literacy on topics such as banking, saving, budgeting, etc. Singapore has had a focus on teaching financial literacy at schools for more than 10 years.
List of Chapters
1. Bank Accounts - Account Types and Numbers
2. Bank Accounts - Choosing A Bank, Safety of Banks
3. Credit Cards, Digital Wallets, Currency Cards
4. Foreign Travel
5. Buying a Car
6. Signing Documents, Powers of Attorney
7. Buying a House
8. Bills, Costs, Budgets
9. Interest Calculation
10. Taxation
11. Shares
12. Bonds
13. Bond Valuation
14. Funds
13. Bond Valuation
14. Funds
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