What participants have said about studying with us.

I had read about investing for years — books, articles, the occasional podcast — but nothing I encountered was built around EPF and the Malaysian tax position. The twelve-week course fixed that. By the third session I was already rethinking how I had arranged my unit trusts. I will be honest: I had to slow down and reread some of the pre-session materials. They were not difficult, but they were dense, and that was what I needed.

April 2025

The retirement reading seminar was unlike anything I had attended before. The format — bringing your own position to the table and working through it with the group — felt unusual at first. By the third session I appreciated it. You hear how others have approached similar decisions, and that sharpens your own thinking. My personal statement of intent at the end was four pages. I have referred to it twice since.

March 2025

My husband and I attended the estate planning workshop separately — he went first and came home with a folder of notes and a very long list of things we needed to sort out. I attended the following month. The solicitor who led the session explained the difference between a will and a nominee arrangement with more clarity than anything I had read online. The four hours went quickly. The written notes are still on my desk.

April 2025

I run a small business, so my financial position is more complicated than a salaried employee's. The investing foundations course addressed my situation better than I expected — particularly the sessions on how to think about a private business as an asset class in itself, and how it sits alongside your other holdings. Not everything was relevant to me, but that is honest for any course. I would have liked more time on REITs.

February 2025

I was referred to the retirement reading seminar by a colleague who had attended the previous cohort. I was sceptical about the seminar format — sharing your financial position with strangers sounded uncomfortable. In practice, the group was professional, the faculty managed the room well, and the confidentiality was observed. The session on the family financial conversation was particularly useful. It gave me a framework for a conversation I had been postponing with my children for two years.

March 2025

I attended the property in retirement workshop with a specific question in mind: whether to sell one of my properties or keep it as a rental. The workshop did not answer that question for me — which is correct, as that is my decision to make — but it gave me a proper framework for making it. The section on RPGT implications was the most useful part. I had misunderstood how the calculation works for properties held more than five years.

April 2025