Finhaven programmes
Programmes

Three Paths, One
Shared Foundation

Each Finhaven programme addresses a distinct area of personal finance — all grounded in Malaysian realities, all structured to build lasting understanding rather than temporary awareness.

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Our Methodology

How Finhaven Programmes Are Designed

01

Context First

Sessions begin with the Malaysian context — local regulations, product structures, and common situations participants actually face.

02

Concept Development

Terms, structures, and products are introduced progressively. Earlier sessions are referenced as later ones build on them.

03

Practical Application

Calculators, templates, and worksheets are used during sessions — not distributed afterward. Participants leave having already applied the material.

04

Retained Resources

All materials belong to participants. Workbooks, templates, and guides are designed for ongoing use — not as course souvenirs.

Household Finance Planning
RM 460
Programme 01

Household Finance Planning

A programme designed for families and individuals managing household expenses in Malaysia. Participants learn to create household budgets that account for local realities — utilities, childcare, groceries, and transport costs. The curriculum includes templates for tracking spending, strategies for managing variable income, and approaches to shared financial responsibility within families.

What You Learn

  • Creating a household budget suited to Malaysian spending patterns
  • Tracking monthly expenses with provided spreadsheet templates
  • Approaches to variable income and irregular expenses
  • Managing shared finances in a family or household
  • Understanding EPF contributions in the context of monthly budgeting
SESSIONS6 sessions
DURATION80 min each
PERIOD3 weeks
FEERM 460

Programme Steps

1

Understanding your household's current financial position — income, outgoings, and patterns

2

Building a budget structure that accounts for Malaysian household categories

3

Working with provided templates to track and review spending over time

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Programme 02

Understanding Insurance & Takaful

This programme provides clarity on the Malaysian insurance and takaful landscape, helping participants understand what coverage they may need and how different products work. Topics include life insurance, medical cards, motor insurance, and the principles behind takaful. Participants learn to read policy documents, compare coverage levels, and ask informed questions when engaging with agents.

What You Learn

  • How Malaysian insurance and takaful products are structured
  • Reading and interpreting policy documents and exclusions
  • Comparing coverage options across life, medical, and motor products
  • The principles distinguishing takaful from conventional insurance
  • Questions to ask before signing any policy
SESSIONS4 sessions
DURATION2 hours each
PERIOD2 weeks
FEERM 780

Programme Steps

1

Overview of the Malaysian insurance and takaful regulatory environment

2

Working through actual policy document sections to understand coverage language

3

Using the coverage audit template to assess your own current position

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Insurance and Takaful
RM 780
Property Finance Readiness
RM 1,300
Programme 03

Property Finance Readiness

A workshop for individuals considering property ownership in Malaysia. Sessions cover mortgage structures, the difference between conventional and Islamic home financing, calculating affordability ratios, understanding SPA terms, and navigating the loan application process. Participants also learn about government schemes such as PR1MA and relevant first-time buyer initiatives. Emphasis is on preparation and understanding rather than pressure to act.

What You Learn

  • Conventional mortgage vs Islamic home financing structures
  • Calculating affordability using Malaysia-appropriate ratios
  • Understanding the SPA and navigating the loan application process
  • PR1MA, MyHome, and first-time buyer scheme eligibility
  • Key documents required and how to prepare them
SESSIONS4 evening sessions
DURATION~2 hours each
PERIOD2 weeks
FEERM 1,300

Programme Steps

1

Assessing your current financial position relative to property ownership

2

Understanding product types — fixed rate, flexi, Islamic — and how they compare

3

Working through the property readiness calculator and document checklist

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Programme Comparison

Which Programme Suits You?

Use this overview to find the programme most aligned with where you are and what you want to understand.

Feature Household Finance Insurance & Takaful Property Readiness
Best forFamilies & individuals managing day-to-day expensesThose reviewing or setting up coverageProspective first-time buyers
Number of sessions644
Fee (RM)4607801,300
Templates included
Evening sessions availableSome
Bilingual materials
Shared Standards

Across All Programmes

No product sales, no commissions

PDPA 2010 data compliance

Curriculum reviewed twice yearly

Participant feedback at every cohort

Not Sure Which to Start With?

Send us a message or give us a call. We are happy to help you think through which programme aligns with your current situation — no commitment required.

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