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Financial planning session

Three Programmes, One Clear Purpose

Each Intan Edge programme addresses a distinct area of financial knowledge relevant to where you are at 40 and beyond — structured for working professionals who want depth, not just overview.

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How We Structure Our Programmes

Every programme at Intan Edge follows a consistent educational structure: we build from the foundational concepts outward, grounding each session in Malaysian data and regulation before moving to personal application. Participants leave not just informed but equipped.

Sessions are conducted in small cohorts where dialogue is part of the method — not a secondary activity. Questions are expected, and the pace adjusts accordingly.

APPROACH

Session-based, progressive

CONTEXT

Malaysian throughout

FORMAT

Small cohort, facilitated

MATERIALS

Working templates included

What Every Programme Includes

1

Pre-session intake

We ask about your background and goals before the first session to calibrate the pace and focus accordingly.

2

Facilitated sessions

Content delivery with discussion built in — not a lecture format.

3

Working materials

Templates, matrices, or workbooks provided as programme-specific tools.

4

Post-session access

Ability to follow up with the facilitator on questions arising after sessions.

Salary Structuring Awareness Session

A focused two-session engagement for salaried professionals who have never examined how their employment package — its structure, not just its total — shapes their financial trajectory. Most people know their monthly take-home but have not considered how the ratio of basic salary to allowances affects EPF contributions, tax position, and retirement projections.

What the Sessions Cover

Basic salary versus allowances — the practical difference in EPF and SOCSO impact
Tax treatment of benefits-in-kind, medical, and transport allowances
Bonus and incentive structuring and how it maps to annual financial planning
How employment package structure affects retirement income projections
Salary structure analysis template — completed using your own package during the session
Duration 2 Sessions
Suitable For Salaried employees, 40+
Programme Fee RM 660
Salary structuring session

Process Steps

S1

Session One: Understanding the Structure

Concepts, definitions, Malaysian regulatory context, EPF and LHDN implications reviewed.

S2

Session Two: Applied to Your Package

Participants work through the analysis template using their own salary components. Questions addressed in context.

Annuity and pension education

Process Steps

S1

Session One: What Annuities Are and Are Not

Core concepts, how annuities work mechanically, and common misconceptions cleared.

S2

Session Two: Malaysian Market Overview

Conventional and Takaful products, pricing factors, and what differentiates available options.

S3

Session Three: Payout Structures and Timing

Deferred vs. immediate, fixed vs. variable, and how timing interacts with retirement strategy.

S4

Session Four: Working Through the Matrix

Participants apply the comparison matrix to evaluate options relevant to their own retirement horizon.

Annuity and Pension Education Course

A four-session course that takes the complexity out of annuity products and pension-like income structures available in Malaysia. Many people approaching retirement have heard of annuities but feel uncertain about how they work, whether they are appropriate, and how to compare the options available. This course builds that understanding methodically.

What the Course Covers

How annuities work — the mechanics behind the monthly income promise
Types available in Malaysia: conventional and Takaful structures
Pricing factors — what drives cost and how to interpret quotations
Payout options and what each means for long-term income planning
When an annuity might — or might not — suit a retirement income strategy
Annuity comparison matrix using Malaysian provider data
Duration 4 Sessions
Suitable For Pre-retirees, 40+ professionals
Programme Fee RM 1,800

Financial Stewardship Programme

A six-session programme built around the idea that financial resources are best managed as a trust — not merely accumulated and spent, but handled with intention for oneself, one's family, and one's community. This is the most comprehensive programme Intan Edge offers, and the one that goes most deeply into values alongside planning.

Includes quarterly follow-up sessions for twelve months after completion — acknowledging that plans need revisiting as circumstances evolve.

What the Programme Covers

Values-based budgeting — aligning spending with what actually matters to you
Purposeful saving strategies adapted to your career stage and timeline
Ethical investment considerations — including Islamic finance perspectives
Responsible debt management for mid-career and approaching retirement
Family wealth communication — how to have productive money conversations at home
Legacy intention design — articulating what you want your financial legacy to reflect
Personal stewardship plan and quarterly follow-up review for one year

Most Comprehensive Programme

Duration 6 Sessions + 4 Quarterly Follow-ups
Suitable For Professionals seeking a full financial review
Programme Fee RM 3,280
Financial stewardship programme

Programme Arc

S1–2

Financial values clarification and values-based budgeting foundations

S3–4

Saving, investment ethics, and responsible debt management

S5–6

Family wealth communication, legacy intention, stewardship plan completion

Q×4

Quarterly check-ins across the following year to review and adjust the plan

Which Programme Is Right for You?

Use this table to compare the three programmes across key dimensions. If you are unsure which best fits your current situation, we are happy to discuss it with you directly.

Feature Salary Structuring
RM 660 | 2 sessions
Annuity & Pension
RM 1,800 | 4 sessions
Stewardship
RM 3,280 | 6 sessions + follow-up
Salary & employment package focus
Annuity & pension product understanding
Values-based financial planning
Faith-aware financial perspective
Family wealth communication
Working materials / templates
Post-session Q&A access
Quarterly follow-ups (12 months)
Best for Employees who have never analysed their payslip structure Those exploring retirement income options within 10–15 years Professionals seeking a comprehensive, values-centred financial review

How All Programmes Are Delivered

No Product Sales

Facilitators do not recommend or sell financial products. Their role begins and ends with education.

Malaysian Data Throughout

All regulatory references, product examples, and comparison data are sourced from the Malaysian market.

Small Cohort Sizes

Groups are intentionally small to enable real dialogue rather than passive attendance.

Participant Privacy

Personal financial details shared during sessions remain strictly within the session. No data is retained or shared.

Regular Curriculum Review

Content is reviewed when Malaysian regulations, EPF policies, or product structures change to keep the material current.

CPD-Aligned Structure

Programme structures align with Continuing Professional Development standards for finance-sector participants.

Transparent Programme Fees

All fees cover the full programme as described — sessions, materials, and included follow-up arrangements. No add-ons, no incremental charges.

Programme 01

Salary Structuring

Awareness Session

RM 660

per participant, 2 sessions

  • 2 facilitated sessions
  • Salary structure analysis template
  • Post-session Q&A access
Enquire

Programme 03

Financial Stewardship

Full Programme

RM 3,280

per participant, 6 sessions + 1 year follow-up

  • 6 facilitated sessions
  • Stewardship planning workbook
  • 4 quarterly follow-up sessions
  • Values and legacy planning tools
  • Post-session Q&A access
Enquire

Not Sure Which Programme Fits?

You are welcome to reach out with questions before making any decision. We can discuss your current situation and which programme — if any — would be a sensible fit for where you are right now.

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