On course for success

Investment Planning


By the end of this workshop, Learners will be able to:

  • Differentiate savings vs investing vs speculation
  • Understand the various asset classes and the unique feature of each
  • Understand the relationship between risk and reward
  • Understand the investment markets, its induces and how it works
  • Understand how dollar cost averaging work and how it helps in minimizing risks
  • Have basic knowledge of asset allocation and how it helps in building a portfolio
  • Create a simple investment portfolio


  • Savings vs Investing
  • Investing in Stocks
  • Investing in Bonds
  • Unit Trust basics
  • Other investments
  • Understanding risks
  • Introduction to the markets
  • Market indices
  • How the market worksCreating an investment portfolio
  • Dollar cost averaging


  • Staff new to personal investments
  • Investment Planners looking to refresh their investment knowledge


Wan Ching began her career in a manufacturing company where she Successfully developed, Implemented and obtained a number of product and quality management system certifications including the internationally recognised ISO 9002. Since then she moved on to various international and local financial institutions in areas of insurance, investment, banking, sales, sales management and training. Wan Ching believes in continuous self-development and has embarked on a journey of further self improvements. She has obtained a number of qualifications as follows:

  • Certified Financial Planner registered with Financial Planning Association of Singapore.
  • Accredited Training Professional
  • Certified NLP Master Practitioner
  • Certified Coach Practitioner
  • Six Seconds EQ Certified Practitioner

Wan Ching has a wealth of experience in providing training specialising in the areas of insurance, investment, financial planning, customer service, sales, sales coaching and management, presentation, leadership and many other soft skills. Her workshops are known to be highly interactive, mind-set changing and experiential.

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