To help Singaporeans identify and plug gaps in their finances, the Monetary Authority of Singapore and MoneySense, together with the CPF Board, Association of Banks in Singapore, Association of Financial Advisers (Singapore) and Life Insurance Association, Singapore, have developed a Basic Financial Planning Guide. It contains rules of thumb to support individuals taking proactive steps to address their savings, insurance, and investment needs at different life stages.]

Industry Good Practices: The Basic Financial Planning Guide: https://www.mas.gov.sg/publications/monographs-or-information-paper/2025/industry-good-practices---the-basic-financial-planning-guide

Basic Financial Planning Guide: www.go.gov.sg/financialplanningguide  

Media Release: https://www.mas.gov.sg/news/media-releases/2023/mas-and-financial-industry-launch-basic-financial-planning-guide

FAQs for Financial Institutions and their representatives: https://www.mas.gov.sg/regulation/guidance/basic-financial-planning-guide