Financial education programme

Three programmes

Structured financial education for adults who are past the starting line.

Each programme has a defined scope, a written curriculum, and an experienced faculty member. They are not designed to run indefinitely.

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Our methodology

How Bina Finance teaches

Each programme at Bina Finance is built around a written curriculum prepared in advance of every cohort. Participants receive the curriculum at enrolment, not on the first day — this is deliberate. It allows them to arrive with questions formed, not to encounter the material cold.

Teaching sessions combine structured exposition with discussion. The faculty member presents the curriculum material, works through examples drawn from the Malaysian financial context, and creates time for participants to raise questions from their own situations. Specific financial advice is not given; general analysis of the principles at work is.

The curriculum is reviewed and, where necessary, revised each January. Malaysian tax law, EPF regulations, and the local investment product landscape change with enough frequency that annual review is not optional.

01

Enquiry and programme selection

Contact the office. We confirm which programme fits your situation and when the next cohort opens.

02

Enrolment and curriculum receipt

Complete the enrolment form, settle the fee by bank transfer, and receive the written curriculum before the first session.

03

Teaching sessions

Attend at the scheduled times. Sessions run two to three hours with time reserved for discussion each evening or morning.

04

Post-programme support

Submit written questions to faculty for thirty days after completion. Responses within five working days.

Household Finance Foundation programme

Programme 01 · Eight weeks

Household Finance Foundation

Fee

MYR 1,580

An eight-week introductory programme for adults — often in their forties or fifties — beginning a serious examination of their household finances. The course works through the practical construction of a household balance sheet, an analysis of income and outflow patterns that have built up over decades, and an identification of the choices that warrant attention in the years ahead. Teaching is conversational and grounded in worked examples. Wednesday evenings, Kuala Lumpur.

What participants work through

  • Constructing a complete and accurate household balance sheet
  • Mapping income and spending patterns that have accumulated over a working life
  • Identifying the financial decisions that merit attention in the decade ahead
  • Understanding how EPF savings interact with other assets and planned expenditure
  • Reading and interpreting standard Malaysian financial documents
Wednesday evenings
8 sessions
Max 12 participants

Programme 02 · Four sessions

Capital Allocation in Late Career

Fee

MYR 1,140

A four-session course intended for those in the final decade of full-time work, addressing the practical question of how to allocate accumulated capital across the years that follow. The curriculum draws on the Malaysian regulatory and tax landscape and is direct about the trade-offs involved — between liquidity and yield, between domestic and international exposure, between income needs and the desire to leave a substantial estate. Saturday mornings.

Topics covered across four sessions

  • How to assess accumulated capital across EPF, ASB, property, and liquid accounts
  • The liquidity-yield trade-off in the Malaysian market, with current examples
  • Domestic versus international exposure: the regulatory and practical dimensions
  • Planning for income needs alongside estate considerations under Malaysian law
Saturday mornings
4 sessions
Max 12 participants
Capital Allocation programme
Half-Day Reading Workshop

Programme 03 · Half day

Half-Day Reading Workshop

Fee

MYR 460

A four-hour Saturday workshop conducted as a guided reading of a single substantive text on personal finance. The faculty member leads discussion and contributes practice experience throughout. Texts rotate through the calendar year. Suited to adults who would value careful, conversational study with peers of comparable life stage and who already have some grounding in the subject.

What the workshop involves

  • Close, guided reading of a substantive personal finance text — included in the fee
  • Faculty-led discussion connecting the text to Malaysian practice conditions
  • Peer discussion with adults at a comparable stage of life — not a mixed-age group
  • Text selection is made by faculty each quarter and announced in advance
Saturday
4 hours
Text included

Which programme?

Choosing the right programme for your situation

Household Finance Foundation Capital Allocation Reading Workshop
Best for Adults beginning a structured examination of their finances Those in the final decade of full-time work Those with existing financial knowledge wanting guided study
Prior knowledge needed None Some familiarity with Malaysian accounts helpful Working knowledge of the subject
Duration 8 weeks 4 sessions Half day
Schedule Wed evenings Sat mornings Saturday
Fee MYR 1,580 MYR 1,140 MYR 460

Fees

Programme fees

All fees stated in Malaysian Ringgit, inclusive of materials. No additional charges.

Programme 01

Household Finance Foundation

MYR 1,580

per participant · one cohort

  • 8 Wednesday evening sessions
  • All printed materials included
  • 30-day post-programme faculty access
  • Refreshments at each session
Enquire

Programme 02

Capital Allocation in Late Career

MYR 1,140

per participant · one cohort

  • 4 Saturday morning sessions
  • All printed materials included
  • 30-day post-programme faculty access
  • Refreshments at each session
Enquire

Programme 03

Half-Day Reading Workshop

MYR 460

per participant · single session

  • Four-hour Saturday session
  • Course text included
  • Faculty-led discussion throughout
  • Refreshments included
Enquire

Standards

Standards applied across all programmes

Privacy

Participant financial information shared in teaching sessions is confidential and not referenced elsewhere.

Annual curriculum review

All programme materials are reviewed and updated each January to reflect current Malaysian regulations and market conditions.

No product sales

Faculty do not hold active product licences for instruments discussed in teaching. There is nothing to sell in the classroom.

Post-programme support

Written questions submitted within thirty days of programme completion receive a response within five working days, at no additional charge.

Not sure which programme fits?

Contact the office. We will ask a few questions and tell you which programme addresses your situation — or suggest you wait for the next cohort that is a better fit.

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