Fiscalore program offerings overview

Our Programs

Three Programs,
Three Layers of Understanding

Each Fiscalore program addresses a specific dimension of financial knowledge — designed to be taken individually or in sequence as your learning deepens.

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Our Methodology

How Fiscalore Programs Are Designed

Each program follows a structured sequence: introduce the concept, apply it to the Malaysian context, work through exercises, and produce a tangible output. Sessions build on each other within each program, and programs complement each other across the curriculum.

01

Assess

Understand where you currently stand — your financial position, your habits, your gaps.

02

Understand

Learn the frameworks, instruments, and behavioural patterns relevant to your situation.

03

Plan

Develop a coherent, personalised plan grounded in what you have learned.

Financial Health Check-Up program
Program 01

Financial Health Check-Up

3 sessions · 90 min each · 2 weeks · RM 420

A concise, assessment-based program that gives you a clear and structured picture of where you currently stand financially. Using a proprietary evaluation framework, participants assess their net worth, debt-to-income ratio, savings rate, and insurance coverage adequacy.

The program is deliberately informative rather than prescriptive — you receive a clear picture and then choose your own next steps. It is designed for anyone who wants an honest starting point, whether they are 25 or 55.

What you gain:

  • Personal financial health scorecard
  • Net worth assessment framework
  • Benchmark comparison charts
  • Self-assessment workbook
  • Clarity on your starting point

Process:

1

Data gathering and initial orientation

2

Assessment scoring and benchmarking

3

Results review and next-step discussion

RM 420 Enquire Now
Program 02

Behavioural Finance Insights

5 sessions · 80 min each · 5 weeks · RM 830

This program explores the psychological dimensions of financial decision-making — the patterns that influence how people actually handle money, as opposed to how financial theory says they should. Participants learn about cognitive biases including anchoring, loss aversion, herd behaviour, and overconfidence.

The curriculum uses interactive exercises, optical illusion analogies, and real case studies from both Malaysian and global markets. It is particularly suitable for individuals who feel they understand finance intellectually but find consistent follow-through difficult.

What you gain:

  • Bias identification journal
  • Decision-making framework card
  • Malaysian market case study set
  • Personal bias profile mapping
  • Practical counter-bias strategies

Topics covered:

  • Anchoring and adjustment bias
  • Loss aversion patterns
  • Herd behaviour dynamics
  • Overconfidence and planning bias
RM 830 Enquire Now
Behavioural Finance Insights program
Comprehensive Financial Planning Intensive
Program 03

Financial Planning Intensive

10 sessions · 2 hrs each · 5 weeks · RM 3,500

A thorough, multi-week program that brings together all elements of personal financial planning into a coherent whole. Participants work through budgeting, protection planning, investment allocation, tax optimisation, retirement projections, and estate considerations in a structured sequence.

Each module builds on the previous one. By the end, participants have developed a complete, personalised financial plan — not a template, but a working document built from their own numbers and situation.

Included:

  • Comprehensive planning binder
  • Financial planning software access
  • 2 individual consultation sessions
  • Completed personal financial plan
  • Post-program email support (30 days)

Modules covered:

  • Budgeting and cash flow
  • Protection and insurance planning
  • Investment allocation
  • Tax optimisation (LHDN context)
  • Retirement and estate planning
RM 3,500 Enquire Now Instalment available on request

Which Program Fits You

Program Comparison

Feature Health Check-Up
RM 420
Behavioural Insights
RM 830
Planning Intensive
RM 3,500
Duration2 weeks5 weeks5 weeks
Sessions3 × 90 min5 × 80 min10 × 2 hrs
Financial scorecard
Bias identification journal
Complete personal financial plan
Individual consultation sessions
Best suited forFirst overview
of your position
Understanding your
decision patterns
Comprehensive
personal planning

Shared Standards

What All Programs Have in Common

Strict Confidentiality

All financial information shared in sessions is treated with professional discretion.

No Product Promotion

Sessions are purely educational — no financial products are sold or recommended for purchase.

Updated Curriculum

Content is reviewed every six months to reflect current Malaysian regulations and market changes.

Small Group Sessions

All programs capped at 12 participants to allow for meaningful discussion and personal attention.

Ready to Begin?

Which Program Would Suit You?

We are glad to help you decide. Reach out and describe where you are — we will suggest which program would be the most useful starting point.

Contact Fiscalore