Structured live sessions where financial concepts meet machine-driven analysis. Each session is led by practitioners, built around real data scenarios, and designed for long-term skill development.
Each webinar covers a distinct area of AI-assisted financial planning. Seats are limited per session to keep discussions focused and interaction genuine.
Beginner to Intermediate 18 seats
A practical webinar on building your first AI-assisted financial planning workflow, covering budgeting automation, spending pattern analysis, and goal tracking without needing a data science background.
Intermediate 12 seats
A focused session for retail investors who want to use AI screening tools and automated rebalancing logic to manage a diversified portfolio more systematically.
Intermediate to Advanced 9 seats
Learn how to build retirement projections using AI planning tools that account for variable income, inflation scenarios, and CPF contributions specific to Singapore residents.
Small Business Owners and Finance Managers 14 seats
A practical webinar on using AI forecasting tools to manage cashflow in small businesses, covering accounts receivable prediction, expense timing, and scenario planning for lean months.
Licensed Financial Professionals 7 seats
A professional development webinar for licensed financial advisors who want to integrate AI planning tools into client workflows, covering data handling, compliance considerations, and practical use cases in Singapore.
Each webinar is run by a practitioner with hands-on experience in financial modelling and AI-based planning tools — not a generalist educator. Sessions are kept small deliberately so that questions get real answers, not rehearsed ones.
The format follows a fixed structure: a 35-minute working demonstration on real data, followed by an open Q&A. Participants receive session notes and a follow-up resource within 48 hours of attendance.
New webinars are scheduled monthly. Leave your email and we will notify you before seats open — no newsletters, no promotional content, just session announcements.
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