Common Questions About Our Courses

Our courses typically run 6-8 weeks with 2-hour sessions held on weekends. Since we’re based in Tsim Sha Tsui, many of our participants find it convenient to attend in person, and we also offer online access so you can join from home if needed. You can work through materials at your own pace within the course timeframe.

Not at all. Our “Foundations of Personal Finance” course is designed for people starting from scratch. We cover the basics of budgeting, saving, and understanding debt—no prior knowledge required. If you’re completely new to managing money, that’s exactly who we’re here to help.

No. We’re focused purely on education—we teach you how to understand your options and make your own decisions. We don’t represent any banks or insurance companies, so there’s no hidden agenda. You’ll learn about the investment vehicles and financial products available in Hong Kong, but the choice to buy anything is entirely yours.

Yes. We cover MPF (Mandatory Provident Fund) fundamentals, supplementary savings strategies, and how to build a retirement plan tailored to your family’s goals. By understanding your options and current financial position, you’ll be able to create a realistic retirement timeline that works for you.

We encourage couples to attend together—it’s actually better for family financial planning when both partners are on the same page. We offer a 10% discount for household registrations and group rates for 4+ people from the same company or organization.

You’ll have lifetime access to course materials so you can refer back whenever you need to. We also offer alumni support through our community forum and periodic refresher sessions on specific topics like annual investment reviews or tax planning changes in Hong Kong.