PLAN additional resources

Helping you to identify and plug gaps in your finances, the basic financial planning guide contains rules of thumb in taking proactive steps to address your savings, insurance, and investment needs at different life stages.

Explore our content for valuable insights on how to better manage your finances, grow your CPF savings and work towards a secure retirement.

The CPF Investment Scheme (CPFIS) Self-Awareness Questionnaire (SAQ) helps you assess if you have basic financial knowledge and whether CPFIS is suitable for you.

The SAQ starts with learning modules on investment concepts, products and charges under CPFIS, followed by a quiz. The quiz is mandatory if you wish to start investing under the CPFIS. Alternatively, you can simply go through the learning modules only to equip yourself with the basic financial knowledge. 

FinLearn@Academy is an e-learning platform which consists of free financial courses developed by the Institute for Financial Literacy.

Gain knowledge across the 4 pillars of money management, insurance adequacy, investing and retirement planning.