Our Educational Programs
Three distinct learning pathways designed for different financial education needs
Return HomeOur Educational Methodology
Each program follows a structured curriculum with interactive facilitation, Malaysian financial context, and practical application focus. Sessions build understanding progressively through guided discussion and hands-on activities.
Programs can be delivered in-person in Sibu, at client locations for workplace sessions, or via video conferencing. All formats maintain the same interactive learning approach with appropriate technical adaptations.
Children's Financial Education Program
A carefully designed service for parents introducing children ages 8 to 15 to foundational financial concepts through interactive, age-appropriate activities.
Program Structure
- Duration: Three sessions of 90 minutes each over two weeks
- Format: Parent-child participation with hands-on exercises
- Materials: Play money sets, activity worksheets, parent facilitation guide
- Investment: RM 1,400 per family
Workplace Financial Wellness Program
Corporate-oriented service designed for organizations supporting employee financial well-being through structured workplace learning.
Program Structure
- Duration: Four sessions of 90 minutes each over three weeks
- Format: On-site at company or virtual delivery
- Materials: Group exercises, individual action checklists, organization summary
- Investment: RM 5,100 per organization
Advanced Portfolio Construction
Sophisticated analytical program for experienced investors developing disciplined, structured portfolio management practices within Malaysian market conditions.
Program Structure
- Duration: Eight weekly sessions of two hours each
- Format: Data analysis exercises and portfolio review consultations
- Materials: Allocation models, rebalancing protocols, performance frameworks
- Investment: RM 9,300 per participant
Program Comparison
| Feature | Children's Education | Workplace Wellness | Advanced Portfolio |
|---|---|---|---|
| Target Audience | Families with children 8-15 | Corporate employees | Experienced investors |
| Session Count | 3 sessions | 4 sessions | 8 sessions |
| Total Duration | 2 weeks | 3 weeks | 8 weeks |
| Delivery Format | In-person parent-child | On-site or virtual | In-person or virtual |
| Complexity Level | Foundational | Intermediate | Advanced |
| Prerequisites | None | Employment status | Investment experience |
| Investment | RM 1,400 | RM 5,100 | RM 9,300 |
Best For Families
Choose the Children's Education program if you want to introduce age-appropriate money concepts to your children in a structured, engaging way.
Best For Organizations
Choose the Workplace Wellness program if your organization wants to support employee financial well-being as part of overall workplace health initiatives.
Best For Investors
Choose the Advanced Portfolio program if you have investment experience and want to develop more systematic, evidence-informed portfolio management approaches.
Shared Educational Standards
Documented Curricula
All programs follow structured curricula with defined learning objectives, session outlines, and participant materials reviewed annually for Malaysian regulatory updates.
Privacy Protection
Individual financial information discussed in sessions remains confidential with no recording or sharing of personal details across all program types.
Quality Monitoring
Session feedback and program evaluations guide continuous improvement of materials, facilitation approaches, and overall program effectiveness.
Education Focus
Programs provide education, not financial advice. Facilitators maintain professional boundaries and refer participants to licensed advisors when appropriate.
Program Pricing
Children's Education
per family
- 3 sessions (90 min each)
- Activity kit included
- Parent facilitation guide
Workplace Wellness
per organization
- 4 sessions (90 min each)
- On-site or virtual
- Aggregate participation report
Advanced Portfolio
per participant
- 8 sessions (2 hours each)
- Personalized documents
- Individual consultations
Ready to Begin Learning?
If one of these programs seems appropriate for your financial education needs, we're happy to discuss details and answer questions.
Contact Us