Vendor-neutral & non-solicitation
Designed for financial education, with no product pitches or advisory upsells during agency-sponsored sessions.
Corporate training by Dr. Sofina Johari
Financial wellbeing that builds organisational resilience.
Practical financial education for HR teams, training agencies and employers. Each four-hour module translates Malaysian financial planning expertise into clear actions people can apply with confidence.
SC Licensed Financial PlannerBNM Islamic FARPhD Physics
Active practitioner · practical application
Corporate
financial
wellness
partner
financial
wellness
partner
Partner assurance
Easy to brief. Safe to recommend.
An active practitioner and specialist partner who fits your client promise, delivery standards, and commercial model.
White-label / co-branded ready
Comfortable delivering under your agency branding, deck templates, and materials.
Turnkey delivery materials
Ready-to-use decks, workbooks, diagnostic tools, and pre/post-assessment templates.
Credentials & active practitioner context
Credentials that build trust.
Financial planning practice, regulatory credentials and a PhD in Physics come together in structured learning that is clear, current and designed for immediate application.
Licensed Financial Planner · Securities Commission MalaysiaActionable, unbiased education across cash flow, investing, protection, retirement and legacy planning.
Approved Islamic Financial Adviser Representative · Bank Negara MalaysiaSpecialised expertise in Shariah-compliant risk management, Takaful and ethical estate solutions.
Shariah Registered Financial Planner · Malaysia Financial Planning CouncilDisciplined financial planning frameworks across the pillars of personal finance.
PhD in Physics · Universiti MalayaAnalytical background translated into clear mental models for non-finance audiences.
3-pillar learning architecture
Build financial capability across the workforce.
Each module stands alone as a four-hour workshop or combines into a wider workforce financial wellness pathway.
Workforce Financial Strength
For early career hires, young professionals and mid-career managers.
Financial Health 101Cashflow, debt, credit and tax basics
Building Wealth & Scam DefenseSavings, investing and regulatory checks
Health, Income & Benefit OptimisationProtection, benefits and nominations
Major Life Assets & Decision ModellingProperty, vehicles and lifestyle decisions
Life Transition & Asset Decumulation
For senior staff, long-service employees and pre-retirees aged 45+.
EPF Optimisation & Retirement Cash FlowRetirement targets and decumulation
Retirement Health & Long-Term Care FundingHealthcare and medical inflation
Legacy, Trust & Estate DistributionWills, Wasiat, Hibah and trusts
Philanthropy, Tax/Zakat & Business SuccessionGiving, succession and family dialogue
Executive Wealth & C-Suite Leadership
For VPs, C-suite executives, business owners and high earners.
Executive Compensation & Equity StructuringBonuses, equity and concentration risk
High Net Worth Protection & Legacy StrategyProtection, estate and liability planning
Confidential Executive Advisory Clinics45-minute private financial audits
Module catalogue
Explore the 11 modules.
Open any module to review its focus, audience and delivery format. Every module is available in-person, virtual live or hybrid.
Showing all 11 modules
Commercial engagement models
Choose the right partnership track.
Flexible structures for enterprise scale, founder teams and agency-led public launches. All include interactive workbooks, practical exercises and live Q&A.
For MNCs, PLCs, GLCs and HR teams.
Package A · Modular Deep Dive1 × 4-hour session on any single module from Pillars 1, 2 or 3.
Package B · Flagship Masterclass1 day (8 hours) or 2 × 4-hour sessions combining any 2 modules across Pillars 1 or 2.
Package C · Annual Partner Track3 to 4 modules delivered across 12 months, from early-career hires to pre-retirees.
For startups, agencies and founder-led businesses.
Package A · SME Express2 to 3-hour executive briefing on cash-flow buffers, tax optimisation and foundational wealth.
Package B · Founder & Team Dual Track4-hour session balancing Pillar 1 staff capability with Pillar 3 founder structuring.
Package C · Retainer Credit Pass12-month credit pass for quarterly workshops or dedicated 1-on-1 clinic hours.
Off-the-shelf public model for partners.
Model A · Public Modular Webinar2 to 3-hour topic-specific webinar for open public enrolment.
Model B · Weekend Public Cohort BootcampTwo-part weekend masterclass combining wealth building with retirement and estate basics.
Model C · Public Executive BriefingPremium masterclass for freelancers, gig-economy leaders and self-employed professionals.
Agency assurance: white-label rights, co-branded promotional assets and pre-packaged slide decks are provided for agency-driven public launches.
Optional digital extension
Learning that continues after the workshop.
Extend a module with virtual advisory and anonymised HR reporting when your organisation needs a longer implementation loop.
Virtual Q&A clinic
A 1-hour online follow-up session answers participant implementation questions.
Personal tracker suite
Interactive workbook and financial planning dashboard for self-guided participant use.
HR impact summary
An aggregate, anonymised report highlights key stress markers and tool adoption metrics.
What makes this different
Useful education. No hidden agenda.
01
100% vendor-neutral
Participants learn how to think, compare and act, not which product to buy.
02
Zero-sales environment
Every workshop is focused on financial education and immediate execution, with no product pitches.
03
Built for Malaysia
Local examples cover LHDN reliefs, CCRIS/CTOS, EPF, SOCSO, EIS, takaful and Malaysian investment platforms.
Explore a pilot programme
Start with one practical module for one clearly defined audience.
Review the training brochure, then share your audience, group size, delivery format and desired outcome. I’ll help shape the right first engagement.