Financial Education · Singapore

Considered courses for the decades that matter.

Structured learning on household finances, investment fundamentals, and estate documentation — designed for Singaporeans in their forties, fifties, and beyond.

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Our Programmes

Three courses, carefully arranged.

Each course is written for learners who want to understand their own situation, not just accumulate information. The pace is measured; the scope is practical.

Five Weeks

Reviewing the Household Trunk

Core Finances — household balance sheet, cash flow, CPF overview, HDB mortgage review, and insurance coordination. Paced for learners who want to strengthen the structure that supports everything else.

Household balance sheet
CPF account overview
HDB mortgage review
Summary document for household records

S$315 Enquire

Eight Weeks

Tending the Canopy

Investment Fundamentals — asset classes, portfolio construction, SGX-listed instruments, dividend and bond allocations, fee analysis, and behavioural considerations for mid-life investors. Weekly sessions with readings, a workbook, and small-cohort discussion.

Portfolio construction principles
SGX instruments and dividend allocations
Fee analysis and documentation habits
Behavioural considerations for later-life planning

S$465 Enquire

Six Weeks

The Roots

Estate and Legacy Documentation — wills, CPF nominations, lasting powers of attorney, insurance summaries, and beneficiary coordination. Taught by an estate-planning professional. Each participant finishes with a household documentation folder for local administrative practice.

Wills and CPF nominations
Lasting Power of Attorney
Beneficiary coordination
Household documentation folder

S$605 Enquire

A place to think carefully

You have built something worth understanding.

Whether you are clarifying your household structure, learning about long-term allocations, or setting your affairs in order — Pokok Capital offers a considered place to do that work.

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Why Pokok Capital

Designed for where you actually are.

Our programmes are built around the concerns and circumstances that tend to surface after forty — not around abstract principles or generic templates.

Singapore-specific content

CPF structures, HDB considerations, Singapore estate law, and MAS-regulated instruments — not adapted from overseas materials.

Unhurried pace

Weekly sessions, workbooks, and reading lists give participants space to absorb and reflect — rather than rushing through material that deserves careful attention.

Small cohort format

Groups are kept small so that discussion stays meaningful. You learn alongside a handful of peers in similar circumstances, not in a large anonymous classroom.

Tangible outputs

Each course ends with a working document — a household summary, a portfolio workbook, or a documentation folder — rather than just a certificate.

Professionally taught

Instructors are practitioners with direct experience in their subject area — financial planning, investment management, or estate-law practice in Singapore.

No products to sell you

Pokok Capital is an education provider only. No financial products are promoted or sold during or after our courses. You leave with knowledge, not a sales pitch.

Questions

Things people often ask.

Who are the courses designed for?

The courses are written for Singaporeans in their forties, fifties, and sixties who want a structured, careful approach to household finance, investment, and estate planning. Some participants have some prior knowledge; others are starting from a fairly early point. Both are well-served.

Are the courses delivered in-person or online?

Sessions are held at our offices at 7 Temasek Boulevard, with a small portion of supplementary material available online for review at participants' own pace. We find that in-person cohort sessions produce better discussion and engagement than fully remote formats.

Do I need prior financial knowledge?

No prior background is assumed. Each course begins from foundational concepts and builds carefully from there. Participants who already have some exposure to the subject tend to find the structured review useful in filling gaps and correcting misunderstandings.

How much time should I set aside each week?

Each weekly session runs approximately two hours. Participants are also given a short reading and a workbook segment to complete between sessions — this typically takes another one to one-and-a-half hours. The total commitment is around three to four hours per week.

Will the instructors offer advice on my personal finances?

Our instructors teach course material and are happy to address questions that clarify concepts. They do not provide personal financial advice as part of the course. If a participant's situation warrants individual professional advice, our instructors are well-placed to suggest appropriate next steps.

What is the refund or withdrawal policy?

Full refunds are available if you withdraw more than fourteen days before the cohort start date. Withdrawals between seven and fourteen days before the start date are eligible for a 50% refund. We do not issue refunds for withdrawals less than seven days prior, though course credits can be transferred to a future cohort. Please enquire directly for further details.

Can I take all three courses?

Yes, and many participants choose to do so — either concurrently if scheduling allows, or across successive terms. The three courses were written to complement each other, though each also stands independently.

Our Location

7 Temasek Boulevard, Singapore

#24-04, Singapore 038987

Get in Touch

Write to us from the garden seat.

If you have questions about a programme or would like to reserve a place in an upcoming cohort, we are glad to hear from you.

Contact Details

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