Overview
Make Your CPF & SRS Work Harder – A Practical Guide to CPFIS and SRS Investing
For many Singaporeans, both CPF and the Supplementary Retirement Scheme (SRS) form important pillars of long-term financial security. Yet many are still unclear about how CPF and SRS investments work, or how these schemes can be used strategically to grow one’s retirement nest egg.
This beginner-friendly session breaks everything down in a clear and practical way. We will explore how the CPF Investment Scheme (CPFIS) and SRS operate, how investible savings and contribution limits are calculated, and the types of products you can invest in — including selected SGX-listed shares, REITs, ETFs, unit trusts, bonds, and other approved instruments under both schemes.
Key Highlights
Join this session to discover:
-What the CPF Investment Scheme (CPFIS) is and how it allows members to invest part of their CPF savings.
-Which CPFIS-approved and SRS-approved products are available — including unit trusts, ETFs, bonds, and insurance-linked products.
-How eligibility, investible savings, and withdrawal limits are calculated under CPFIS rules.
-Key considerations before investing CPF or SRS funds, including fees, liquidity, long-term impact, and risk suitability.
Who Should Attend?
This session is designed for those who:
-Want a practical, step-by-step understanding of how CPFIS and SRS works in real life — from activating an account to placing trades through a broker.
-Are unsure about the roles of CPF agent banks, fees, limits, and the risks involved in CPF investing.
-Wish to learn how to assess whether CPF investments and SRS investments align with their retirement goals and overall financial strategy.
-Are exploring CPF or SRS investing for the first time or simply want clearer guidance on how both schemes complement each other in retirement planning.
Thu, 15 Jan 2026
07:00 pm - 08:00 pm
Online
Free
Speakers
