Financial Literacy Workshops

EFW Programme

This programme is specially designed to help your employees be more financially savvy which benefits the organisation they work for as well. It will reduce HR cost and may increase work productivity.

The EFW programme is purely for audience knowledge of their personal finances. No financial product or services sold.

Participants will also have FREE access to SmartFinance.my platform for video learning on demand and to speak to Licensed Financial Planners (LFP).

HELP EMPLOYEES ADDRESS KEY MONEY ISSUES

Money Management

Create awareness of the connection and impact of different areas of a person's finances.

  • Basic money management skills
  • How to assess your personal and current financial status
  • Understand the different financial products which are suitable for your financial needs

Managing debts

Learn to manage loans (motor, home, personal, and student loans)

  • Understanding the different type of loans and their implications
  • Learn how to manage your loans and e-wallets
  • Implications of bad debts

Risk Management

Understand the different types of protection and its application in personal finances

  • Understand the concepts of life protection
  • Learn to assess your protection needs
  • Review your current protection plans

Investments Planning

Understand need based investment

  • Understand the concepts of investment to achieve life goals
  • Optimizing your investments
  • Investing through challenging times

Taxation

How to save on taxes legally

  • Understand the basic ceonceppts of Taxation
  • Do's and Don’t's when filing taxes
  • leveraging on tax reliefs

Scams

How to avoid being a victim

  • Identify and avoid scams
  • Protecting oneself from scams
  • Know what is a financial dispute and where to seek help

Estate Planning

Management and disposal of a person's estate

  • Overview of Estate planning
  • Impact of dying without a will
  • Understanding the importance of Wills and Trusts

EFW Programme

Financial Literacy workshops and webinar

1 Hour Talk

Covers the basic of personal finance
1 Facilitator
Up to 100 pax participants
RM 2,000
+ Expenses

Professional

4-hour seminar/webinar
Covers the basic of personal finance
1 Facilitator
1 Licensed Financial Planner assisting
20-25 pax per seminar/ webinar
RM 350
/ per pax price

Workshops Masterclass Modules

8 Hours workshop
7 Modules on specific financial planning topics to choose from
3 financial planners assisting
20-25 pax per workshop
RM 550
/per pax price

1 Hour Talk

Short and concise financial literacy talks

  • 1 Hour Financial Talk
  • Focused talk for audience with limited time
  • Customised topics for staff on basic financial literacy
  • 1 facilitator
  • 1 assistant to answer questions in hybrid if needed.
  • PACKAGE RATE:
    3 talks at RM1,900 per talk
    6 talks at RM1,500 per talk
Note:

The 1 hour talk is not HRDC claimable. No expiry for the package.

Workshop / Webinar

Half day HRD Corp claimable

  • Seminar / Webinar “Financial Security for your Future”
  • Half day training (4 hours duration)
  • Platform used: Zoom. Can use company’s own platform of choice if given access.
  • 1 facilitator
  • 1 assistant or more depending on size of participants.

Masterclass Modules

Full Day Training

Module 1
Master You Personal Finances

Module 2
Loans and Debts

Module 3
Essential Life and Health Protection

Module 4
Investment Planning

Module 5
Loans and Debts

Module 6
Fundamentals of Estate Planning

Module 7
Detecting & Avoiding Scams