Our Programmes
Three programmes. Three distinct circumstances.
Finlore's work is organised around the situations our clients actually arrive in, rather than a generic curriculum. Each programme has its own scope, pace, and supporting materials.
Back to HomeOur Approach
How we deliver every programme
Orientation
Each programme begins with a clear orientation to the topic — what we'll cover, what we won't, and why that scope was chosen.
Applied Learning
Singapore-specific examples and worked scenarios form the core of each session. Theory is always anchored to real contexts.
Lasting Resources
Every programme includes written materials — checklists, glossaries, or frameworks — that remain useful after the sessions end.
Financial Basics for New Residents
A welcoming orientation for individuals who've recently moved to Singapore and need to understand the local financial landscape — without prior familiarity assumed. The programme is delivered in accessible English and covers the specific institutions, rules, and instruments that shape financial life here.
Topics covered
- Opening bank accounts and understanding local banking products
- CPF for permanent residents — contribution rates, account types, and uses
- Navigating Singapore's insurance framework as a new arrival
- Local tax filing basics for employment pass and PR holders
- Remittance and foreign currency considerations
Process
Initial orientation session covering Singapore's financial landscape overview
Deep-dive sessions on CPF, banking, and insurance with worked examples
Personalised Q&A session addressing your specific situation
Includes: New-resident finance checklist · Session summary notes · Resource directory
Enquire About This ProgrammeOptions & Structured Products Awareness
Designed for investors with intermediate market knowledge who want to understand how options and structured products actually function — without the pressure of a sales environment. The programme's aim is to demystify these instruments enough for participants to ask better questions and make more considered decisions when they encounter them.
Topics covered
- Call and put option mechanics — what they are and how they behave
- Basic option strategies and their risk/return profiles
- How structured notes are constructed and what's embedded in the pricing
- Capital-protected vs non-protected products — a practical comparison
- How to read a structured product term sheet
Process
Options foundations — terminology, mechanics, and real-market examples
Structured products — how they're built and what to watch for
Case study session reviewing past product examples with group discussion
Includes: Options terminology glossary · Structured product evaluation framework · Session notes
Enquire About This Programme
Life Transition Financial Advisory
A one-to-one advisory service for individuals navigating significant life changes — career transitions, divorce, bereavement, inheritance, business sale, or relocation. Financial decisions made during these periods often have long-lasting consequences; this programme provides thoughtful, empathetic guidance to help clarify them. The tone is patient, the process is personalised, and there are no predetermined conclusions.
Transition types addressed
- Career change, redundancy, or early retirement
- Bereavement and estate navigation
- Separation, divorce, and financial reorganisation
- Inheritance planning and management
- Business sale, exit planning, and what follows
Process
Transition assessment — mapping your changed financial landscape and key decisions
Five advisory sessions — decision prioritisation, risk identification, and action planning
Written action plan delivered at programme close
Three-month follow-up session to review progress and address new questions
Includes: Transition financial assessment · Five advisory sessions · Written action plan · 3-month follow-up
Enquire About This ProgrammeComparison
Which programme suits your situation?
| Feature | New Residents | Options Awareness | Life Transition |
|---|---|---|---|
| Format | Small cohort | Small cohort | One-to-one |
| Duration | 4 weeks | 5 weeks | 10 weeks |
| Sessions | 3 + Q&A | 3 sessions | 5 + follow-up |
| Prior knowledge | None required | Some investing | Situation-specific |
| Written action plan | Checklist | Framework | Full plan |
| Price (SGD) | 280 | 550 | 980 |
All prices are all-inclusive. No add-ons, no follow-on modules required. In-person or video delivery available.
Shared Standards
What applies across all three programmes
Confidentiality
Session content and personal details remain confidential between participants and Finlore.
Current materials
Content is reviewed regularly to reflect current MAS guidelines and CPF policy updates.
Open Q&A
No question is too basic. Sessions are designed to encourage questions, not just deliver content.
No product sales
No products are sold or recommended within any Finlore programme. Our independence is maintained.
Not sure which programme is right for you?
That's a perfectly common starting point. Get in touch and we can have a brief conversation about your situation — which usually makes the answer clear fairly quickly.
Start a Conversation