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FINANCIAL PLANNING & INVESTMENT WORKSHOP
An entertaining educational workshop
Workshop Overview
Our Financial Planning & Investment Management Workshop teaches participants about the basics of investing, the different aspects of personal finance such as insurance, portfolio management, trust & estate planning, through our original game, Wongamania: Banana Economy. Wongamania is a competitive card game that requires players to outsmart each other, by managing their personal finances well, ensure adequate emergency cash, get protected by insurance and make decisions to buy and sell stocks, properties and bonds through bulls and bear markets as well as political upheavals.
Wongamania: Banana Economy is a simulation game that reflects economic realities and trains players to make crucial decisions under complex economic situations. Throughout the game, players will learn important educational concepts such as retirement planning, budgeting, risk management and investment portfolio management. Most importantly, Wongamania: Banana Economy will equip the players with one of the most important skillsets, that is the understanding of how economics work and their impact on various asset classes.
The Education Behind Wongamania
Learning Outcomes
Our workshop makes learning about the basics of investing simple for youth and adults alike. By the end of the workshop, participants will gain an understanding of how and when to invest, how to budget their personal finances, and learn how investments can be affected by real-world issues.
Investment Strategies
Learn basic strategies of investing in stocks, bonds and properties.
Observe how they behave in various parts of the economic cycle.
Personal Finances
Learn about budgeting, emergency cash, retirement planning, insurance and family planning.
Political Influence
Discover the influence of politics, tax and interest rate.
Learn about how they affect investments and retirement plans.
Workshop Format
In this workshop, participants will first learn about the rules of the game as well as it's learning outcomes, and will then sit in tables of 2-5 people and play the game with the assistance of a game master. Participants will compete among each other for the highest points, and the highest scoring participant will win a grand prize.
The workshop runs for 2 hours, and requires a minimum of 20 pax.
Our Past Sessions
Photos from our past sessions hosting this course.
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