Mintpath
Mintpath financial education programs
PROGRAMS & SOLUTIONS

Three Programs, One Clear Purpose

Each Mintpath program addresses a specific stage of financial awareness — from understanding where you stand today, to reading Malaysia's economic landscape, to planning your retirement years ahead.


Program 01

Financial Wellness Check-Up Program

A self-assessment-driven program that helps participants take stock of their current financial health across key dimensions — cash flow, savings, debt, insurance, and investment readiness. Using structured diagnostic tools, learners identify their strengths and areas needing attention.

The program provides a personalised financial wellness score and a prioritised action list. Facilitators guide interpretation sessions to ensure participants understand their results. Designed as a practical starting point for any financial learning journey.

What the Program Covers

Cash Flow Assessment

Understanding income patterns, spending categories, and net monthly surplus or deficit.

Savings Adequacy Review

Evaluating emergency fund status, savings rate, and short-term financial buffers.

Debt Position Mapping

Mapping outstanding obligations, interest burden, and debt-to-income ratios.

Insurance Coverage Check

Reviewing adequacy of life, medical, and critical illness coverage relative to exposure.

Investment Readiness Gauge

Assessing whether foundational conditions for investing are in place — not product recommendations.

Personalised Wellness Score & Action List

A composite score across all dimensions, with a ranked action list to guide next steps.

Duration 3 weeks
Cohort Size 8 – 15 participants
Individual Sessions Included
Program Fee RM 1,500

All-inclusive. Instalment arrangements available on request.

Financial Wellness Check-Up Program

Understanding Malaysian Economic Indicators
Program 02

Understanding Malaysian Economic Indicators

An insightful program connecting macroeconomic concepts to personal financial decision-making. Participants learn to interpret GDP data, inflation reports, BNM interest rate announcements, and employment statistics in the Malaysian context.

The curriculum bridges the gap between headlines and household impact, helping learners understand how economic shifts may influence their savings, borrowing costs, and purchasing power. Includes current-affairs discussion forums and curated reading lists.

What the Program Covers

Reading GDP Reports

What Malaysia's GDP figures mean, how they're measured, and what they signal about economic momentum.

Inflation & Consumer Prices

Understanding CPI data, inflation drivers in Malaysia, and their effect on purchasing power and savings.

BNM Interest Rate Decisions

How Overnight Policy Rate (OPR) changes affect loan repayments, fixed deposits, and household finance.

Employment & Labour Statistics

Interpreting unemployment data, wage trends, and what they indicate about economic health.

Current-Affairs Discussion Forums

Applying frameworks to live Malaysian economic news from the current month — not theoretical case studies.

Curated Reading Lists

Vetted sources — BNM reports, DOSM data, and selected financial journalism — to support independent study.

Duration 4 weeks
Cohort Size 8 – 15 participants
Live Economic Data Each session
Program Fee RM 2,100

All-inclusive. Instalment arrangements available on request.


Program 03

Retirement Readiness Assessment Workshop

A focused program for individuals who want to evaluate how prepared they are for retirement, regardless of their current age. Participants work through structured exercises to estimate retirement expenses, assess EPF adequacy, explore private retirement schemes (PRS), and consider lifestyle adjustments.

The workshop uses projection tools and scenario modeling to help learners see multiple retirement pathways. The emphasis is firmly on awareness and preparation rather than product selection. Delivered across four Saturday morning sessions.

What the Workshop Covers

Retirement Expense Estimation

Structured exercises to project realistic post-retirement living costs using Malaysian cost benchmarks.

EPF Adequacy Assessment

Understanding your current EPF balance trajectory and whether it aligns with your retirement timeline.

Private Retirement Schemes (PRS)

An overview of PRS structure, tax relief implications, and the role it plays in supplementing EPF — without product recommendations.

Multi-Scenario Pathway Modeling

Three distinct retirement projections based on varying savings rates, lifestyle assumptions, and retirement ages.

Lifestyle & Adjustment Awareness

Exploring which lifestyle variables participants have the most control over — and what adjusting them means numerically.

Individual Feedback Session

A one-on-one session with a facilitator to discuss your personal projection data and prioritised preparation steps.

Duration 4 Saturday mornings
Cohort Size 8 – 15 participants
Individual Sessions Included
Program Fee RM 2,600

All-inclusive. Instalment arrangements available on request.

Retirement Readiness Assessment Workshop

At a Glance

Program Comparison

A side-by-side view of all three programs to help you identify where you might want to begin.

Feature Wellness
RM 1,500
Indicators
RM 2,100
Retirement
RM 2,600
Duration 3 weeks 4 weeks 4 Saturdays
Cohort Size 8 – 15 8 – 15 8 – 15
Individual Feedback
Diagnostic Tools
Take-Home Materials
Live Current Data
Scenario Modelling
30-Day Email Support
Best For Getting started / knowing where you stand Understanding how Malaysia's economy affects you Planning ahead, regardless of age

All programs are available independently. Some participants choose to attend more than one.


Suggested Pathways

Where Should You Start?

There is no single right entry point — it depends on what you want to understand and address. Here are some common starting points participants choose.

If you're new to financial planning

Start with the Wellness Check-Up

Understanding your current financial position is the natural first step. The wellness program establishes a baseline — so every subsequent decision or program has a clear reference point.

Financial Wellness Program
If economic news feels abstract

Join the Indicators Program

Many Malaysians see BNM announcements or CPI data but aren't sure what to do with that information. This program closes that gap — making economic literacy a practical tool.

Economic Indicators Program
If retirement feels distant but important

Attend the Retirement Workshop

The earlier you see the projections, the more options are available to you. The workshop works for participants in their 30s, 40s, and 50s — the math just looks different at each stage.

Retirement Readiness Workshop

Next Cohort Intake

Not Sure Which Program Fits?

Contact us to ask about cohort dates, program suitability for your situation, or anything else you'd like to know before enrolling. There is no pressure — we're happy to help you decide at your own pace.