Program Catalogue
Three Programs, One Shared Goal
Each Finsavva program is designed to build knowledge systematically — from core personal finance principles through to long-term wealth stewardship.
Back to HomeHow We Teach
Our Educational Approach
Structured Sequencing
Sessions build on each other deliberately. Participants gain each conceptual layer before moving to the next — reducing confusion and increasing retention.
Scenario-Based Practice
Every topic is explored through realistic financial scenarios relevant to Malaysian participants — from managing EPF contributions to evaluating unit trust options.
Facilitated Discussion
Small cohorts allow facilitators to address actual participant questions in depth rather than following a rigid script. The curriculum guides the direction; the group shapes the emphasis.
Personal Finance Foundations
Designed for individuals beginning their financial education journey, this program builds the foundational knowledge needed to manage money confidently. Participants explore budgeting frameworks, savings strategies, debt management approaches, and the principles underlying a sound personal financial structure. Practical worksheets and scenario discussions ground each concept in everyday situations.
Duration
4 weeks (8 sessions)
Session Length
90 minutes each
Format
Evening sessions
HRDF Eligible
Yes
- Budgeting frameworks suited to Malaysian income structures
- Savings strategies including ASB, fixed deposits, and emergency funds
- Debt evaluation and structured repayment approaches
- Personal assessment workbook included
- Supplementary reading materials provided
Investment Literacy Program
For those who wish to understand capital markets thoughtfully, this program examines how equities, bonds, mutual funds, and diversified portfolios function. The emphasis is on developing sound analytical frameworks — not speculation. Participants engage in simulated portfolio exercises and group case studies drawn from Malaysian and regional market examples. The program concludes with a capstone mock portfolio review.
Duration
6 weeks
Session Length
2 hours per week
Format
Weekend mornings
HRDF Eligible
Yes
- Equity analysis fundamentals using Bursa Malaysia examples
- Bond and fixed income instrument overview
- Unit trust and mutual fund structure and evaluation
- Portfolio diversification principles and practice
- Curated research summaries throughout
- Capstone mock portfolio review session
Retirement & Long-Term Planning Workshop
A focused workshop series for individuals preparing for their financial future with care and foresight. Sessions address EPF strategies, Private Retirement Scheme (PRS) options, insurance considerations, estate planning basics, and approaches to sustaining financial wellbeing across life stages. Participants work toward a personalised long-term plan with facilitator guidance and benefit from individual consultation slots.
Format
3 full-day Saturdays
Consultation
Individual slots included
Take-home
Planning toolkit
HRDF Eligible
Yes
- EPF withdrawal strategy and optimisation guidance
- Private Retirement Scheme (PRS) overview and comparison
- Insurance coverage assessment for retirement stages
- Estate planning fundamentals under Malaysian law
- Personalised long-term plan developed during workshop
- Take-home planning toolkit for ongoing reference
Program Comparison
Choosing the Right Starting Point
Not sure where to begin? This comparison can help you identify the most appropriate program based on your current knowledge and goals.
| Feature | Personal Finance Foundations |
Investment Literacy |
Retirement & Planning |
|---|---|---|---|
| Prior knowledge required | None | Basic helpful | None |
| Program fee | RM 480 | RM 1,250 | RM 2,100 |
| Total contact hours | 12 hrs | 12 hrs | ~24 hrs |
| Individual consultation | — | — | |
| EPF / PRS coverage | Overview | — | In depth |
| Portfolio simulation | — | — | |
| Take-home planning toolkit | Workbook | Research summaries | Full toolkit |
| Best suited for | Beginners, young professionals | Those exploring investments | Mid-career, pre-retirement |
Not sure which to choose? Contact us and we'll help you identify the most relevant starting point.
Delivery Standards
What Every Program Includes
Product-Neutral Content
No program promotes specific financial products or service providers. Content is designed purely to build analytical capability in participants.
Qualified Lead Facilitator
Every session is led by a named, credentialed facilitator. Participant communications include facilitator details before program commencement.
Certificate of Completion
Participants meeting attendance requirements receive a Finsavva Certificate of Completion. HRDF documentation available on request.
Participant Confidentiality
All personal financial information shared during sessions remains strictly confidential. Participants are not required to disclose specific amounts.
Annual Curriculum Review
All program content is reviewed and updated annually in line with regulatory changes, EPF policy updates, and Malaysian financial market developments.
Post-Program Facilitator Access
Participants may direct follow-up questions to their assigned facilitator for up to 60 days after program completion — at no additional charge.
Program Fees
Straightforward Pricing
All fees are inclusive of materials. HRDF claims may reduce or eliminate out-of-pocket costs for eligible participants.
Program 01
Personal Finance Foundations
RM 480
per participant
- 8 sessions (90 min each)
- Personal workbook included
- Reading materials provided
- Certificate of Completion
- HRDF claimable
Program 02 · Most Popular
Investment Literacy Program
RM 1,250
per participant
- 6 weekly sessions (2 hrs each)
- Curated research summaries
- Portfolio simulation exercises
- Capstone portfolio review
- Certificate of Completion
- HRDF claimable
Program 03
Retirement & Long-Term Planning
RM 2,100
per participant
- 3 full-day Saturday sessions
- Individual consultation slot
- Take-home planning toolkit
- EPF & PRS guidance
- Certificate of Completion
- HRDF claimable
Ready to Take the Next Step?
Reach out and we'll help you identify the right program for where you are right now.