Six workshop modules progress from financial record keeping to capstone organisation projects. Each lab block emphasises hands-on AI budget prompts and spending analysis exercises at our Market Street venue.
Module 1
Launch your wealth engine journey in our CapitaGreen studio. Learn AI finance cohort fundamentals, budget workflow design and expense review module setup using ChatGPT. This hands-on budget training builds financial record keeping skills for busy Singapore professionals.
Module 01 at CapitaGreen establishes financial record keeping baselines and your first budget workflow map using ChatGPT for expenses on sanitised sample ledgers.
Module 2
Practise AI-assisted bookkeeping basics with Copilot for spreadsheets and Claude for finance tasks. The spending analysis lab covers AI expense categorisation, receipt workflows and organisation sprint techniques at our Market Street workshop venue.
Module 02 labs practise AI-assisted bookkeeping basics — you configure receipt folders and category rules before facilitators review your expense review module draft.
Module 3
Build budget systems suited to freelance and corporate schedules. Engine module sequence covers AI budget prompts, monthly finance habits review and prudent finance skills without investment product pitches.
Module 03 spending analysis lab sessions apply generative AI for personal finance review to quarterly sample data you must sanity-check line by line.
Run spending analysis lab sessions using generative AI for personal finance review. Participants learn AI spending analysis, category rules and finance habits review cycles in small Singapore finance workshop groups.
Module 04 teaches monthly finance habits review sprints with AI cashflow worksheets tailored to busy Market Street professional schedules.
Facilitate your own organisation sprint with AI financial workflows. This module teaches budget accountability, cashflow planning checklists and AI cashflow worksheets for recurring monthly reviews.
Module 05 organisation sprint exercises integrate AI budget prompts into a repeatable monthly checklist you can reuse after the workshop ends.
Complete a personal finance organisation project demonstrating your engine module sequence mastery. Present budget workflow outputs to peers in our CapitaGreen studio. Training participation only — no guaranteed financial results.
Capstone Module 06 culminates in a Personal Finance Organisation Project presentation to your lab group — evidence of workshop attendance, not investment performance.
CapitaGreen workshop floors host organisation sprint formats where participants refine AI financial workflows and spending analysis lab outputs together.
Market Street corporate briefings cover AI-assisted bookkeeping basics without crossing into regulated investment advisory territory.