— established 2011 — COINWISE FINANCIAL EDUCATION
Coinwise financial education programmes
OUR PROGRAMMES

Three Programmes, Each Addressing a Real Gap

Coinwise programmes are designed around the financial knowledge gaps most commonly found among employed Malaysians — not abstract financial theory.

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OUR METHODOLOGY

How We Build and Deliver Each Programme

Each Coinwise programme begins with a defined learning outcome: what should a participant be able to do — or understand — after completing the programme that they couldn't before? We work backwards from that outcome to build each session.

Content is revised annually to reflect current Malaysian regulatory conditions. Facilitators participate in programme review sessions where participant feedback, questions raised during cohorts, and regulatory updates are assessed and incorporated.

We do not deliver passive lectures. Sessions include document review, scenario discussion, reflection exercises, and open Q&A. Participants are encouraged to bring their own financial documents where relevant to the programme content.

Outcome-Focused

Every session traces back to a defined practical outcome

Annually Updated

Content reviewed against current Malaysian regulations each year

Interactive Format

Scenario discussions, document work, and open Q&A in each session

Small Cohorts

Limited group sizes for personalised attention and discussion

1 PROGRAMME ONE

EPF & Social Security Deep Dive

Most employed Malaysians have never fully understood what their EPF and SOCSO contributions actually provide for them. This programme changes that in a structured, unhurried 3-week format. Participants leave with a clear, personal picture of their statutory savings and social protection coverage.

What You'll Cover

  • How EPF contributions are calculated and which account they flow into
  • Account 1 and Account 2 — structures, restrictions, and withdrawal pathways
  • Understanding dividend mechanics and how they affect your balance
  • Reading and interpreting your own EPF statement
  • SOCSO/PERKESO benefits many workers are unaware they're entitled to
  • Guided statement review sessions in small groups

Programme Steps

1

EPF fundamentals and contribution mechanics

2

Statement walkthrough and personal review session

3

SOCSO benefits, withdrawal planning, and Q&A

RM 1,300Duration: 3 weeks · Invoice available
Enrol Enquiry
EPF programme session
Ethical investing programme
2 PROGRAMME TWO

Ethical & Responsible Investing Awareness

A thoughtful 5-week exploration of what it means to invest with intention — covering ESG frameworks, Shariah-compliant principles, and the practical reality of aligning financial decisions with personal values. The programme respects diverse worldviews and does not prescribe any single approach.

What You'll Cover

  • ESG (Environmental, Social, Governance) criteria explained clearly
  • Shariah-compliant investment principles and screening methods
  • How to evaluate unit trusts and funds through an ethical lens
  • The tensions between financial performance and values alignment
  • Guest perspectives from practitioners in sustainable finance
  • Curated Malaysian and regional case studies throughout

Programme Steps

1

Introduction to ESG — what it is and how it's applied

2

Shariah-compliant investing principles and Malaysian context

3

Fund evaluation frameworks and guest session

4

Performance vs values — case studies and discussion

5

Building a personal investment values framework

RM 3,000Duration: 5 weeks · Invoice available
Enrol Enquiry
3 PROGRAMME THREE

Financial Emergency Preparedness

A calm, constructive 4-week programme addressing the practical realities of financial disruption — job loss, medical emergencies, natural disasters, and economic contractions. The emphasis is on preparedness, not anxiety. Participants leave with a concrete, documented plan.

What You'll Cover

  • Assessing your current financial vulnerability honestly
  • Emergency fund sizing models for Malaysian households
  • Insurance coverage adequacy check — what to look for
  • Government assistance programmes available in Malaysia
  • Community resources and support networks
  • Creating your household financial continuity document

Programme Steps

1

Understanding your current financial vulnerability

2

Emergency fund models and insurance adequacy review

3

Government and community support resource mapping

4

Creating your personal financial continuity document

RM 1,700Duration: 4 weeks · Invoice available
Enrol Enquiry
Financial preparedness session
CHOOSING THE RIGHT PROGRAMME

Which Programme Is Right For You?

Use this comparison to find the programme that most closely matches your current need.

Feature / Programme EPF & SOCSO
RM 1,300
Ethical Investing
RM 3,000
Emergency Prep
RM 1,700
Duration3 weeks5 weeks4 weeks
Live document review
Malaysian regulatory focus
Shariah-compliant content
Household continuity document
Guest speaker sessions
Best suited forEmployees wanting to understand their EPF accountThose exploring values-aligned investingHouseholds wanting a financial safety plan
ACROSS ALL PROGRAMMES

Common Standards We Uphold

PDPA Compliance

All participant data handled under Malaysia's PDPA 2010

Annual Content Review

Programmes reviewed against current regulations each year

HRD Corp Registered

Fees may be claimable under HRD Corp for eligible employers

Certificate of Completion

Issued to participants who complete all scheduled sessions

NOT SURE WHICH TO CHOOSE?

We're Happy to Help You Decide

Send us a message and briefly describe your situation. We'll suggest the programme — or combination — that seems most relevant, without any pressure to commit.

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