Step 1
AI Finance Foundations — Tools & Budget Setup
Build your first AI budget module with ChatGPT and Copilot. Learn expense tracking workflow setup, AI budget templates and prudent spending habits for Singapore households. This structured finance course covers personal finance basics, AI expense categorisation and your first cashflow worksheet in our Tanjong Pagar classroom.
Step 01 labs introduce AI budget templates and ChatGPT for expenses inside our McCallum Street finance pathway studio with facilitator review of your first cashflow worksheet.
Step 2
Expense Tracking with AI Assistants
Master AI receipt review and AI spending analysis using Claude for finance tasks. Participants develop repeatable AI finance processes for daily expense tracking, budget review cycle habits and household budget skills. Hands-on labs in our AI finance studio on McCallum Street.
Step 02 drills focus on AI receipt review and AI expense categorisation — you leave with a draft expense tracking workflow tested on sample Singapore household data.
Step 3
Cashflow Planning & AI Worksheets
Design AI cashflow worksheets and AI budget prompts for monthly budget cycle planning. Learn generative AI for personal finance forecasting, savings goals mapping and financial organisation routines. Pathway cohort exercises focus on Singapore finance course standards.
Step 03 workshops build AI cashflow worksheets in Copilot for spreadsheets while mentors check your savings goals mapping for realistic assumptions.
Step 4
Savings Goals & Budget Review Cycles
Establish budget accountability through AI savings planning support and regular finance education pathway reviews. Use Copilot for spreadsheets to track savings goals, spending habits and monthly budget circuit checkpoints in this finance path module.
Step 04 sessions run budget review cycle simulations where Claude for finance tasks summarises spending patterns you must validate before acting.
Step 5
Household Finance Organisation with AI
Coordinate family budget management with AI financial workflows. Cover AI-assisted bookkeeping basics, financial literacy training for couples and prudent money habits. Pathway step exercises build household budgeting systems without investment advisory content.
Step 05 cohort work covers household budget coordination scenarios using AI financial workflows without any investment product discussion.
Step 6
Capstone — Personal AI Finance Action Plan
Synthesise your finance education pathway into a personal AI finance action plan. Present your expense tracking workflow, cashflow worksheet and budget review cycle to peers. Capstone reflects training participation — not guaranteed financial outcomes.
Capstone week consolidates your Personal AI Finance Action Plan with peer feedback in the Tanjong Pagar classroom — participation certificate only, no outcome guarantees.