Courses
Three Courses, Three Distinct Financial Questions
Each course addresses a different area of adult financial life. You can enrol in one, or take them in sequence as your interests and circumstances develop.
Back to HomeOur Methodology
How Slatewise Designs a Course
Identify the Real Questions
Courses begin with what participants actually face — not what financial theory says they should face.
Build Understanding in Layers
Concepts are introduced simply, then expanded. Later sessions return to earlier ideas with more depth.
Anchor in the Malaysian Context
Examples, instruments, and regulatory references are drawn from Malaysia throughout each course.
Support Individual Thinking
Review sessions and workbooks help participants apply general learning to their own situations.
The Steady Household Plan
A six-week course built for adults in midlife who want to put a calm structure around their household money. Topics include separating fixed obligations from discretionary spending, understanding the slow drift of monthly subscriptions, building a small reserve for unexpected costs, and looking at recurring expenses through a longer lens. The pace is patient and the tone is non-judgemental, recognising that household finance often becomes harder to organise as life grows more complex.
- Separating fixed obligations from variable spending
- Understanding subscription and recurring cost drift
- Building a practical small reserve
- Printable household register provided
- Three individual review sessions included
Course Fee
RM 780
A Considered Look at Insurance in Midlife
A seven-session course that examines the role of life cover, medical cover, critical-illness policies, and disability income insurance for adults in their forties, fifties, and early sixties. The lessons walk through how needs change with age, the difference between term and whole-life policies, why premiums rise as one moves through life, and how to read a policy schedule without legal training. Particular attention is paid to the questions worth asking before any review of an existing policy. The course is built for considered understanding rather than product purchase.
- Life cover, medical, critical illness, and disability income
- Term vs whole-life policies explained
- How to read a policy schedule
- Policy-review workbook included
- Moderated discussion forum access
Course Fee
RM 1,280
The Long View on Investment Risk
A ten-module course that takes a careful, theoretically grounded look at investment risk for adults whose investing horizon has shortened from forty years to twenty or fifteen. Topics include how volatility behaves over different holding periods, why sequence of returns matters more near retirement than during accumulation, how Malaysian-specific assets behave through cycles, and how to think about portfolio glide paths without becoming entangled in jargon. Suitable for participants with some prior exposure to investing.
- Volatility across different holding periods
- Sequence of returns risk near retirement
- Malaysian-specific assets through market cycles
- Portfolio glide paths without jargon
- Comprehensive reading list and closing one-on-one discussion
Course Fee
RM 2,200
Decision Guide
Which Course Is Right for You?
The three courses address different questions. Many participants take more than one over time, but there is no requirement to do so. Start with the topic most relevant to your current situation.
| Household Plan | Insurance | Investment Risk | |
|---|---|---|---|
| Suitable without prior financial knowledge | |||
| Covers monthly budgeting and household costs | |||
| Addresses life and medical insurance decisions | |||
| Covers investment risk and portfolio thinking | |||
| Individual one-on-one sessions included | |||
| Discussion forum access |
Not sure which course fits? Send us a brief note via the contact form and we will suggest the most appropriate starting point.
Across All Courses
Shared Standards and Protocols
Data Privacy
Participant information is held securely in accordance with Malaysian personal data protection requirements. It is not shared with any third party.
Pre-Intake Content Review
All materials are reviewed and updated before each new cohort begins. Participants receive current, relevant content.
No Commercial Conflicts
No financial product provider has any influence over course content. The course fee is the only commercial arrangement.
Responsive Support
Questions sent during the course period receive a response within one working day. Support ends at the conclusion of the course.
Participant Feedback Review
Written feedback is collected at the end of each intake and reviewed by the responsible educator before the next cohort.
Professional Standing
Educators hold relevant professional qualifications in financial planning and economics and carry ongoing professional development commitments.
Pricing
Course Fees
All fees in Ringgit Malaysia. All-inclusive — no additional charges.
The Steady Household Plan
6 Weeks
RM 780
- All six weekly sessions
- Printable household register
- Three review sessions
- Email support during course
Insurance in Midlife
7 Sessions
RM 1,280
- All seven sessions
- Policy-review workbook
- Moderated discussion forum
- Email support during course
The Long View on Investment Risk
10 Modules
RM 2,200
- All ten modules
- Comprehensive reading list
- Closing one-on-one session
- Email support during course
Not Sure Where to Start?
Send us a brief note about your current situation and we will suggest which course fits most naturally. There is no commitment attached to that conversation.
Get in Touch