Finance Education · Malaysia
Carefully structured courses for Malaysians in their 40s and beyond — covering financial planning, EPF decisions, and family succession at a pace that suits considered people.
Our Programmes
Each programme is designed to be read and worked through steadily — not rushed. You choose the notebook that fits where you are.
6 Weeks · RM 805
A short programme for drafting your own written financial plan — capturing where you are, what matters to you, and what you wish to work towards. Includes a printed plan template. About 2–3 hours per week.
10 Weeks · RM 2,260
An intermediate programme on EPF withdrawal choices, Akaun Emas, PRS payout options, and how to coordinate these with other retirement income. Includes two one-to-one sessions with a licensed financial planner. About 3–4 hours per week.
18 Weeks · RM 3,270
A comprehensive programme on succession planning in Malaysia — covering wasiat, hibah, faraid, EPF and insurance nominations, trusts for dependants, and preparing a household succession file. Includes three combined sessions with a licensed lawyer and Shariah-qualified planner. About 4 hours per week.
Common Questions
Each programme is designed with Malaysians in their 40s and beyond in mind — people who have accumulated some financial history and are starting to think seriously about the years ahead. No prior finance training is needed.
Course materials are delivered online at your own pace. The one-to-one and combined sessions included in the EPF and Succession programmes can be arranged in person at our Ipoh office or via video call, depending on your preference.
You retain access to the course materials for 12 months from your enrolment date, giving you ample time to revisit sections as your circumstances develop.
We accept bank transfer (Maybank, CIMB, Public Bank), online banking via FPX, and instalments for the longer programmes upon request. Contact us to discuss what works best for you.
The courses are educational in nature. The EPF Withdrawal Strategy and Succession programmes include one-to-one sessions with licensed professionals who can discuss your specific situation. We are open about the distinction between education and regulated financial advice.
Yes, and many learners do. A sensible starting point for most people is the Financial Plan programme, which builds the foundations that make the later courses more useful. We are happy to talk through which sequence fits your situation.
We understand that life does not always cooperate with study schedules. If you need to pause, please contact us within the first 30 days of enrolment and we will work something out. Our full refund and deferral policy is set out in the Terms and Conditions.
Ready When You Are
We are happy to have a straightforward conversation about which programme, if any, is a sensible fit for where you are. No obligation, no pressure.
Our Location
Get in Touch
Phone
+60 5-253 9174Address
Jalan Pasir Puteh 47
31650 Ipoh, Perak
Malaysia
Office Hours
Monday – Friday: 9:00 am – 5:30 pm
Saturday: 9:00 am – 1:00 pm
Sunday & Public Holidays: Closed