Programmes Designed
for Where You Are Now
Three learning paths. Each stands alone. Each builds the kind of understanding that lasts beyond the final session.
Back to HomeHow Dollaroak Designs Its Programmes
Sequential Structure
Each session builds on the previous one, so understanding compounds across the programme rather than accumulating as disconnected information.
Practical Application
Every programme uses worked scenarios based on realistic Malaysian situations. Participants apply what they learn within the session, not just in theory.
Materials That Last
Handbooks, workbooks, and checklists are developed for long-term reference — participants return to them when making real decisions months after completing the programme.
Introduction to Financial Planning
A welcoming starting point for anyone who wants to understand what financial planning actually involves and whether professional guidance might be relevant to their situation. There are no commitments and no product discussions — simply a clear explanation of how financial planning works and what decisions it helps with.
- The six areas of financial planning: cash flow, risk, investments, tax, retirement, estate
- The role and scope of a financial planner in Malaysia
- How to assess whether professional advice would benefit your situation
- Self-assessment questionnaire and overview handbook included
- Guide to choosing a financial planner in Malaysia
How the Programme Flows
Session 1: What financial planning covers and how to read your current position
Session 2: Risk, protection, and investment concepts without the sales context
Session 3: Retirement and estate basics — what decisions await you down the path
Session 4: Putting it together — your self-assessment, your next questions, how to engage an adviser
Forex & Currency Concepts
An educational introduction to foreign exchange markets designed for Malaysians who have financial exposure to overseas currencies — not for those pursuing forex trading. The programme explains how exchange rates are formed, what makes them move, and how hedging works as a planning tool for real commitments like education savings or overseas property.
- How exchange rates are determined and what affects them
- Reading forex quotes and understanding the MYR crosses
- Hedging currency exposure for education, property, and travel
- Currency fundamentals guidebook and rate tracking exercise
- Hedging scenario workbook with Malaysian examples
How the Programme Flows
Session 1: What forex markets are and how exchange rates are set
Session 2: Economic and policy factors that move the MYR
Session 3: Reading quotes, spreads, and practical rate tracking
Session 4: Currency exposure from the perspective of an individual saver
Session 5: Practical hedging concepts and working through your scenario
Comprehensive Estate & Succession Workshop
A thorough multi-day workshop for individuals with moderate to substantial assets who want to plan their estate with care. The workshop covers Malaysian legal frameworks, trust structures, business succession, and cross-border assets. A private 90-minute consultation with the facilitator is included as part of the programme.
- Will drafting under the Distribution Act 1958 and Islamic inheritance principles
- Trust structures, power of attorney, and guardianship arrangements
- Business succession planning and shareholder considerations
- Cross-border asset and foreign jurisdiction awareness
- Comprehensive manual, document checklists, family communication guide included
- Private 90-minute facilitator consultation included
Workshop Structure
Day 1: Estate fundamentals, wills, and the legal framework in Malaysia
Day 2: Trusts, power of attorney, business succession, and cross-border matters
Day 3: Family communication, document preparation, and applying the framework to your situation
Which Programme Is Right for You?
Each programme stands independently. You can begin with any one of them based on where your most pressing learning need sits.
| Feature | Intro to Financial Planning |
Forex & Currency |
Estate & Succession |
|---|---|---|---|
| Price | RM 480 | RM 950 | RM 4,200 |
| Sessions | 4 × 75 min | 5 × 90 min | 3 full days |
| Prior knowledge needed | None | Basic finance | Asset awareness |
| Handbook included | |||
| Workbook / exercise included | |||
| Private consultation | |||
| 30-day follow-up support | |||
| Best for | Beginners & those exploring planning | Those with overseas financial exposure | Asset owners planning succession |
What Every Dollaroak Programme Delivers
No Product Sales
No financial product is recommended, promoted, or referenced in any facilitated session.
Qualified Facilitation
All sessions are led by practitioners with active professional qualifications in the relevant field.
Malaysian Focus
Scenarios, examples, and regulatory references are specific to Malaysia's legal and financial environment.
Data Privacy Compliance
Participant data is managed under Malaysia's PDPA 2010. No data is shared with third parties.
Annual Content Review
Materials are reviewed and updated regularly to reflect regulatory and legislative changes.
Post-Session Support
30-day query support window for all participants after their final session.
Not Sure Which Programme to Start With?
Send us a message and briefly describe what you are trying to understand or prepare for. We will suggest the most suitable starting point.
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