Singapore · Since 2018
Financial courses for learners
who take their time.
Structured programmes on CPF LIFE, family wealth conversations, and investment foundations — designed thoughtfully for those in their forties and beyond.
View CoursesOur Programmes
Three courses. One considered path.
5-Week Course
Family Wealth Conversations
Open structured conversations about money with spouses, adult children, and elderly parents. Covers household budgets, CPF nomination discussions, and the measured introduction of estate planning topics within Singapore family structures.
- Family conversation workbook included
- Discussion templates for SG family structures
- Led by a family-counselling trained advisor
8-Week Course
Investment Fundamentals for Mid-Life Learners
A careful introduction to investing for those beginning in their forties. Asset classes, portfolio construction, fee analysis, and local SGX instruments — paced slowly, with no prior knowledge assumed. Includes weekly discussion groups and a capstone portfolio walkthrough.
- Guided workbook throughout the programme
- Weekly small-group discussion sessions
- Capstone sample portfolio build session
6-Week Course
CPF LIFE and Retirement Income Planning
A detailed course devoted to CPF LIFE — Standard, Basic, and Escalating payout options, election timing, bequest implications, and coordination with SRS and private investments. Includes a personal projection worksheet and a Q&A with a retirement specialist.
- Personal CPF LIFE projection worksheet
- Live Q&A with retirement specialist
- SRS and private investment coordination
Why Peranakan Capital
Learning at a pace that respects your life.
Paced for Mid-Life
Every curriculum is designed with the reality of a full life in mind — working professionals, caregiving responsibilities, and decades of accumulated experience to build on.
Singapore-Specific Content
CPF, SRS, SGX, HDB — every course addresses the instruments and regulations that actually govern your financial situation here in Singapore, not generic Western frameworks.
Expert-Led, Small Groups
Courses are led by practitioners with both academic grounding and field experience. Cohorts are kept small so questions are genuinely addressed, not glossed over.
Practical Materials
Each course comes with workbooks, worksheets, and templates you will use beyond the programme — not slides you forget the following week.
No Sales Agenda
Peranakan Capital does not sell financial products or receive commissions. Our only interest is that you leave better informed than when you arrived.
Culturally Grounded
Our approach acknowledges the multi-generational expectations and family obligations common across Singapore's communities — these are part of your financial picture too.
Take the next step
Not sure which course fits your situation?
Send us a brief note about where you are in your financial journey. We will suggest the most suitable starting point without any pressure to enrol.
Questions
What learners often ask
Do I need any financial background to join?
How are the courses delivered — in-person or online?
What does the course fee include?
When do new cohorts begin?
Is there a refund or deferral policy?
Does completing a course qualify me as a financial adviser?
Our Location
Find Us in Tanjong Pagar
1 Wallich Street, #26-04, Singapore 078881
Write to Us
We would be glad to hear from you.
Contact Details
Phone
+65 6847 1253Address
1 Wallich Street, #26-04
Singapore 078881
Office Hours
Monday – Friday: 9:00 am – 6:00 pm
Saturday: 9:00 am – 1:00 pm
Sunday & Public Holidays: Closed
Prefer to speak directly?
Call us during office hours. We are happy to discuss which course is most appropriate for your circumstances before you commit to anything.
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