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Path modules and cohort programmes

Structured AI financial planning paths for Singapore households, professionals, and SME finance teams — five milestone modules with parallel planning agent assist throughout.

Wealth AI Path delivers structured path modules for household budgeting, milestone planning, and financial review workflows across Singapore. Our parallel planning agent may draft summaries or queue checkpoint items for your approval — you retain full control. We are not a licensed adviser, tax agent, investment manager, or life coach. We do not promise wealth creation, guaranteed returns, or personal transformation outcomes.

Module Catalogue

Five path modules — sequenced milestones

Each path module builds on the previous checkpoint. Participants progress through foundation mapping, allocation rules, milestone tracking, quarterly review discipline, and a capstone path presentation. Cohorts meet weekly at our Frasers Tower studio or join selected modules online.

Path Module I introduces household budget foundations and parallel agent onboarding. Module II covers savings milestone mapping with hands-on checkpoint exercises. Module III teaches quarterly review digest routines. Module IV adapts path workflows for SME finance teams. Module V culminates in a capstone path review pack presented to peers and facilitators.

All modules require human-in-the-loop approval for every agent output. The parallel planning agent accelerates draft preparation but never executes financial decisions autonomously.

Whiteboard showing financial planning milestones mapped during a path workshop

Cohort Schedule

Upcoming path cohorts

July 2026

Household Path Cohort A

12-week path cycle for Singapore residents building household budgeting foundations. Includes Modules I–III with capstone option.

Fee: S$380 per module · Format: In-person

August 2026

Professional Path Cohort B

Accelerated path for working professionals seeking milestone review discipline. Modules II–V with evening sessions.

Fee: S$420 per module · Format: Hybrid

September 2026

SME Finance Path Cohort C

Department-level path module for SME finance teams. Module IV focus with parallel agent setup for team workflows.

Fee: S$580 per team · Format: On-site briefing

Path cohort seated in a seminar room reviewing milestone materials together

Enrolment

How to join a path cohort

  1. Submit a path module enquiry via our contact form or email [email protected].
  2. Attend a complimentary orientation briefing covering path scope and agent behaviour.
  3. Receive your milestone workbook and path studio access credentials.
  4. Begin Module I with facilitator-led foundation mapping sessions.
  5. Progress through checkpoints with parallel agent queue reviews each week.

Cohort sizes are capped at 14 participants to maintain facilitator attention. Corporate teams may request private path briefings for Module IV delivery at their premises or our Cecil Street studio.

Walk the path modules
Evening path class session with participants reviewing planning materials under warm lighting

Evening and hybrid path formats

Professional Path Cohort B runs Tuesday and Thursday evenings from 19:00 to 21:00 SGT, accommodating Singapore residents who prefer after-work participation. Hybrid attendance allows remote milestone reviews via secure video while in-person capstone sessions remain at Frasers Tower.

Evening modules cover the same checkpoint curriculum as daytime cohorts. The parallel planning agent environment is identical — queue reviews, draft summaries, and milestone drift alerts function the same regardless of session format.