Marbeth financial education programmes overview

Three Programmes

Education Programmes Built Around Singapore Life

Each programme addresses a distinct financial literacy topic — structured as reading series and discussion workshops rather than lectures or advisory sessions.

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Our Methodology

How Marbeth Programmes Are Structured

Every Marbeth programme follows the same core format: reading material is distributed before each session, and classroom time is spent in structured discussion rather than passive listening. Participants arrive prepared. Questions develop over the course of the series rather than being required all at once.

Cohort sizes are capped — 14 participants at most — because the quality of discussion depends on each person having genuine room to contribute. Facilitators come from adult education backgrounds and lead sessions with a deliberate, unhurried rhythm.

01

Pre-session Reading

Printed materials and workbooks distributed in advance of each meeting.

02

Discussion-Led Session

Small cohort meets to discuss, question, and connect the material read.

03

Reflection Between Sessions

Spaced scheduling — weekly or fortnightly — allows understanding to settle before the next meeting.

04

Materials Retained

All workbooks, glossaries, and recordings are yours to keep and revisit.

Retirement Readiness Reading Series
6 Sessions · Weekly

Retirement Readiness Reading Series

A structured six-session study programme walking participants through Singapore's national savings landscape — CPF ordinary, special, and medisave accounts, SRS contribution windows, and the interaction between these frameworks as people approach the second half of their careers. Sessions are discussion-led with advance reading distributed before each meeting. Suitable for individuals between 40 and 60.

  • Printed workbook and session recordings included
  • Glossary of CPF and SRS terminology
  • Maximum 14 participants per cohort
  • Purely educational — no financial advice given
S$240 per participant
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Household Budget Conversations Workshop
Weekend Workshop · 1 Day

Household Budget Conversations Workshop

A weekend workshop focused on the practical conversation skills needed to coordinate household finances during mid-life transitions — children entering tertiary education, ageing parents, mortgage refinancing decisions, and shifting career income. Participants practise structured budget conversations using prepared scenarios drawn from local Singapore household contexts. Groups of 6–10 participants.

  • Printed conversation guide and household cashflow workbook
  • Singapore-context scenarios throughout
  • Optional follow-up peer discussion circles
  • Reflection-focused — no prescribed action steps
S$180 per participant
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Estate and Legacy Planning Literacy Programme
8 Sessions · Evening

Estate & Legacy Planning Literacy Programme

An eight-session evening programme introducing participants to the concepts and vocabulary around wills, LPA documents, advance care arrangements, and CPF nomination — within the Singapore context. The programme is educational in nature: participants gain familiarity with the landscape so they can have more informed conversations with qualified professionals. Suitable from age 45 onward.

  • Printed reference materials and legal terminology glossary
  • Participant directory for ongoing peer discussion
  • Unhurried evening format — reflection built into scheduling
  • Literacy foundation, not a substitute for qualified advice
S$870 per participant
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Choosing a Programme

Which Programme Is Right for You?

Feature Retirement Readiness Household Budget Estate & Legacy
Format 6 weekly sessions 1-day weekend 8 evening sessions
Cohort Size Max 14 6–10 Max 14
Printed Workbook
Session Recordings
Peer Discussion Circles
Recommended Age 40–60 40+ 45+
Programme Fee S$240 S$180 S$870

Best for

Retirement Readiness

Working adults who want to understand how CPF, SRS, and national savings components fit together before they approach retirement age.

Best for

Household Budget

Couples or individuals navigating multiple simultaneous financial conversations — education costs, parental care, mortgage decisions — in mid-life.

Best for

Estate & Legacy

Adults from 45 onward who want to understand wills, LPA, CPF nomination, and advance care directives well enough to engage professionals confidently.

Across All Programmes

Standards We Hold to Without Exception

No Financial Advisory Services

All programmes are educational. No recommendations, no product discussions, no regulated financial advice — in any session or any material.

Participant Confidentiality

Personal information shared in sessions stays in the room. No participant financial details are recorded as part of any programme activity.

Annual Content Revision

Materials are revised annually against current CPF policy, Singapore legislation, and participant feedback. Each cohort receives current content.

Cohort Limits Maintained

Programme caps are not adjusted for demand. Waiting lists are maintained and priority offered to the next available cohort.

Plain-Language Materials

All workbooks are reviewed for clarity by adult education specialists. Vocabulary is defined within the material rather than assumed.

Education-Background Facilitators

Facilitators hold backgrounds in adult education and public policy — not financial services — to preserve the programme's character.

Not Sure Which Programme to Start With?

We are glad to talk through your situation and help you find the most appropriate starting point. There is no obligation in reaching out.

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