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Upcoming Personal Finance Events In Singapore You Should Attend In 2020

Save the dates.

This article was first published on 29 April 2019 and was updated on 31 January 2020 to highlight upcoming events.

Increasingly, we are able to gain important personal finance knowledge by spending time online – either visiting personal finance websites, such as the one you’re currently on, watching videos, attending webinars, reading e-books and many other ways.

However, this doesn’t take away the immense value of attending events in-person, where you get to listen to speakers explain their thought process, engage in Q&A sessions with specialists and interact with other like-minded participants.

So here is a list of upcoming personal finance events you can attend to level yourself up in 2020!


Past Events

Upcoming Events

Past Events

#1 Getting Started In Trading – How To Prime Yourself For Success & Understand Pitfalls

Organised By: IG Asia
Date: 14 January 2020 (Tuesday)
Time: 7pm to 9pm
Venue: IG Asia, MYP Centre Sky Garden, Level 21 (9 Battery Road, Singapore 044910)

Tickets: Free, but pre-registration is required. (You can register via Eventbrite or IG Academy)

If you’ve always wanted to explore the world of trading but are unsure of where to start, this beginners’ workshop would be perfect for you. Conducted by Terence Tan, who is IG Asia’s Head of Education and Business Development, as well as a qualified Chartered Market Technician (CMT).

This workshop will introduce you to key concepts and tools for you get started with your own trading journey with confidence. You’ll learn about Technical Analysis, how to interpret market data, pitfalls in trading to avid, and how to create and execute a simple trading strategy using a newly-introduced trading product known as Knock-Outs.

Read Also: Knock-Outs Trading: What You Need To Understand About This New Product Before You Start Trading It

#2 SPDR x Syfe: ETFs – Fact vs Fiction

Organised By: Syfe
Date: 14 January 2020 (Tuesday)
Time: 7pm to 9pm
Venue: Distrii Singapore, Level 2 Auditorium Space, Republic Plaza (9 Raffles Place, Singapore 048619)

Tickets: Free, but pre-registration is required.

Ever since they were made popular, Exchange Traded Funds (ETFs) have been an important tool for investors all around the world. They offer instant diversification and high liquidity at low cost, but some investors remain sceptical.

This ETF seminar is jointly-organised by Sfye, an Monetary Authority of Singapore (MAS) licensed digital wealth manager that uses a proprietary risk-based investment approach, and SPDR, the issuer of Singapore’s most popular ETF, the SPDR Straits Times Index ETF.

Hear from Syfe CEO Dhruv Arora and SPDR Vice President Mun Fai Cheong, who will share what ETFs provide to investors like you and me, how to go about creating a profitable ETF portfolio (including fixed-income ETFs), as well as debunk some of the most widely-held ETF myths.

Read Also: 5 Blessings In Life That Can Turn Out To Be A Curse – If You’re Not Financially Prepared For Them

#3 FSM Invest Expo 2020

Organised By: Fundsupermart
Date: 18 January 2020 (Saturday)
Time: 10am to 6pm
Venue: Suntec Convention Centre Hall 403 (Singapore 039593)

Tickets: Registration is free.

FSM Invest Expo 2020 is Fundsupermart’s annual flagship event aimed at helping new and veteran investors alike acquire the knowledge and skills to succeed in the global markets.

With the theme of “INVESTING, Fundamentally”, this year’s event packs an exciting lineup of speakers across multiple learning zones alongside the main stage. Topics include macro perspectives on what 2020 will bring to global markets, as well as experts who cover specific investment instruments you can use in your investment portfolio.

Read Also: FSMOne: How Singapore Investors Can Now Trade SGX Stocks With The Same Platform They Use For Bonds & Unit Trusts

#4 The Future Of Your CPF In 2020

Organised By: Endowus
Date: 20 January 2020 (Monday)
Time: 6pm to 8.30pm
Venue: SGX Auditorium, 2 Shenton Way (Singapore 068804)

Tickets: Free, but pre-registration is required.

Join Endowus’ Chief Investment Officer Samuel Rhee and guests Kenneth Lou (CEO of Seedly), Loo Cheng Chuan (Founder of the 1M65 Movement) and Lyndon Wong (Founder of Theory of Constraints) as they share their market outlook for 2020 and what it means for Singaporeans.

Read Also: Understanding Endowus: How This FinTech Investment Advisor Will Help S’pore Investors Access Superior Global Portfolios At Low Cost

#5 StashAway Academy: What’s Your Financial Plan B?

Organised By: StashAway
Date: 22 January 2020 (Wednesday)
Time: 7pm to 8.30pm
Venue: 105 Cecil Street, The Octagon, Level 14 (Singapore 069534)

Tickets: Free, but pre-registration is required.

Organised by robo-advisor platform StashAway, this event will cover financial planning from the perspective of being prepared financially for emergencies and contingencies in life, such as getting into debt and bankruptcy.

StashAway CEO, Michelle Ferrario and Head of Partnerships Philipp Muedder will be sharing insights on how how to think about financial planning from a risk-management perspective, as well as how to use estate planning and trusts as a practical way of safeguarding your loved ones.

Read Also: Robo-Advisors In Singapore: What You Need To Know Before Investing


Upcoming Events

#1 Easily Invest In Singapore’s Real Estate

Organised By: Syfe Connect

Date: 5 February 2020 (Monday)

Time: 7pm to 9pm

Venue: Distrii Singapore, 9 Raffles Place, Level 2 Auditorium Space, Republic Plaza Singapore (048619)

Tickets: Free. You can register here.

REITs are known to be an easy way to enjoy the rewards of real estate investing without the inconveniences and cost commitment to buying property. Take a peek into Syfe’s newest REITs portfolio which includes the best of Singapore REITs, SGD-denominated REITs with no foreign currency exposure, and REITs which generate income with high dividend yield.

The workshop aims to teach you how to invest in real estate quickly, without having to invest huge amounts of cash and time as you would have to. Speakers from SGX and Nikko AM will be there, along with Dollars and Sense who will be moderating the event.

The exclusive event is limited to 120 attendees and attendees get to enjoy networking opportunities on top of learning about Real Estate investing from experts.

#2 #Adulting: How To Save Your Money & Budget

Organised By: General Assembly

Date: 5 February 2020 (Wednesday)

Time: 7pm to 9pm

Venue: 79 Anson Road, Level 23 Lounge.

Tickets: Free. You can register here if you are interested.

Budgeting is an often overlooked aspect of financial planning that can become a great tool for reaching financial goals. Join personal finance experts who will share their best methods and tips to budgeting that will help you unlock your personal financial freedom.

These include common challenges, advice on how you can maintain your budget and useful resources that will help you become financially savvy.

Read Also: Behind The Budget Statement: Here’s How Singapore’s National Budget Is Planned Each Year

#3 Planning For Your Retirement With CPF

Organised By: CPF

Date: 10 February 2020 (Monday)

Time: 7:15pm to 9pm

Venue: Lifelong Learning Institute, 11 Eunos Road 8, Lecture Theatre Level 2, Singapore 408601.

Tickets: Free. Register here if you are interested.

Turning 55 holds a different meaning when you’re a CPF account holder. How much can you withdraw from your CPF? What is CPF Life? And what should you factor into your decision-making when it comes to outstanding housing loans (if any), and monthly payouts you want to receive from age 65?

Find out the answers to these questions, and more about CPF rules from experts. Seats available on a first-come, first-served basis.

#4 Financing Your Child’s Local Tertiary Education

Organised By: CPF

Date: 20 February 2020 (Monday)

Time: 7:30pm to 9pm

Venue: Conference Room Level 11, 238B Thomson Road, Tower B, Novena Square Singapore 307685

Tickets: Free. You can register here if you are interested.

If your child is enrolling into a local polytechnic or university, you may be overwhelmed and confused about which financing option you should go for. This talk is perfect for you or your child to learn and pick up advice on education loans and financing options for their tuition fees.

Seats available on a first-come, first-served basis.

#5 Singapore Budget

Organised By: Ministry of Finance

Date: 18 February 2020 (Tuesday)

Time: TBA.

Venue: None.

Tickets: Not ticketed. You can catch the Singapore Budget on free-to-air television, or live streams on news sites like the Straits Times or Channel News Asia. Budget-related content and updates can also be found on MOF’s website and social media.

Read Also: The Singaporean Journey: Through The Lens Of The Singapore Budget

#6 Seedly Personal Finance Festival 2020

Organised By: Seedly
Date: 7 March 2020 (Saturday)
Time: 9am to 6pm
Venue: Suntec Convention Centre Halls 405, 406 (Singapore 039593)

Tickets: $40 to $88. Currently sold out, but you can join the waiting list or stay-tuned to Seedly for giveaways.

On the heels of their immensely successful Seedly Personal Finance Festival last year, Seedly is back with more seats, more speakers, more sponsors, and more swag!

Attendees can look forward to an action-packed line-up of speakers from Seedly,, The Woke Salaryman, 1M65, The MileLion, SG BudgetBabe, Providend, Dr Wealth, The Fifth Person, ProButterfly, Engage & Grow, and DollarsAndSense’s very own Timothy Ho, covering a range of topics from investments, property, insurance, career and CPF.

Read Also: StockFacts: All The Latest News & Financials You Need To Know Before Investing In SGX Stocks