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Marchetti Holbrook Financial Education
Herbarium reference volumes
Programme Catalogue

Three Programmes,
One Conservatory

Each programme addresses a distinct stage of financial learning — from first observations to a lifetime's catalogue. Browse the collection to find your specimen.

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METHODOLOGY OVERVIEW

Our Educational Approach

Observe

Each programme begins with careful observation — of the learner's current financial position, knowledge level, and what questions they most need answered.

Press & Label

Financial topics are pressed into manageable study specimens — defined, labelled, and placed in context before moving on. Nothing is left undefined or assumed.

Catalogue & Reference

Completed specimens are filed into a personal reference catalogue — a resource the learner keeps and returns to, rather than course notes that fade after submission.

Specimen Sheet programme
Programme 01

Specimen Sheet: Daily Finance Practice

An introductory programme in which participants press and mount specimens of their daily financial life — recording expenses, cataloguing income sources, and noting patterns with the care of a botanist preparing a herbarium sheet. Suited to methodical, reflective learners who are beginning to examine their finances with any seriousness.

What is included

  • Specimen-style expense and income workbooks
  • Recorded study sessions (access retained post-completion)
  • Reference glossary of financial terms in Malaysian context
  • Pattern-observation exercises and annotation sheets

Programme steps

1
Enrolment & materials dispatch
Workbooks and access credentials delivered within 3 working days.
2
Guided observation period (Weeks 1–3)
Work through recorded sessions and begin populating specimen sheets.
3
Pattern analysis & catalogue (Weeks 4–6)
Draw observations from your specimen collection and compile findings.
MYR 430 All materials included
4–6 weeks Duration
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Programme 02

Family Studies: Investment Catalogue

An educational programme examining investment options as botanical families — each with its own genus, characteristics, and habitat. Equities, bonds, unit trusts, Shariah-compliant instruments, and Malaysian market features are studied from a descriptive standpoint. Designed for those who have a working grasp of personal finances and wish to study investment options with genuine depth.

What is included

  • Illustrated readings on each instrument family
  • Annotated case studies drawn from Malaysian market history
  • Shariah-compliant instrument catalogue alongside conventional
  • Optional discussion sessions with a qualified educator

Programme steps

1
Foundation taxonomy (Weeks 1–3)
Study the major instrument families and their defining characteristics.
2
Specimen analysis — case studies (Weeks 4–7)
Work through annotated case studies, noting how each instrument behaves in context.
3
Comparative catalogue compilation (Weeks 8–10)
Compile your own annotated investment catalogue. Optional discussion session with educator.
MYR 1,940 All materials included
8–10 weeks Duration
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Investment Catalogue programme
Long Catalogue programme
Programme 03

Long Catalogue: Lifetime Planning Studies

An extended programme on retirement and legacy planning — presented as the catalogue compiled across a botanist's working life. Topics include EPF, private retirement schemes, healthcare considerations, and estate basics within the Malaysian context. Materials include planning portfolios and access to a curated reference library reviewed by qualified practitioners.

What is included

  • Planning portfolios with guided exercises
  • EPF, PRS, and healthcare planning content
  • Estate planning basics in Malaysian legal context
  • Access to curated practitioner-reviewed reference library
  • Optional individual facilitator sessions

Programme steps

1
Retirement landscape study (Weeks 1–5)
EPF structure, Account 3, and private retirement scheme options.
2
Healthcare & protection planning (Weeks 6–10)
Medical coverage options, critical illness considerations, and related instruments.
3
Legacy & estate basics (Weeks 11–16)
Wills, hibah, nominations, and estate administration in Malaysian law.
MYR 3,460 All materials included
12–16 weeks Duration
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COMPARATIVE TABLE

Choosing Your Programme

Feature Specimen Sheet Family Studies Long Catalogue
Suitable forBeginnersIntermediateAll levels
PriceMYR 430MYR 1,940MYR 3,460
Duration4–6 weeks8–10 weeks12–16 weeks
Workbooks included
Recorded sessions
Investment instrument content—
Shariah-compliant instrument coverage—
EPF & retirement planning content——
Estate & legacy planning content——
Optional facilitated sessions—
Practitioner-reviewed reference library——
Best for Specimen Sheet

Those who want to understand their current financial position before exploring investment options.

Best for Family Studies

Those who want a thorough understanding of investment instrument types before making allocation decisions.

Best for Long Catalogue

Those approaching a major life transition — career change, retirement, family legacy — who want comprehensive preparation.

CONSERVATION STANDARDS

Shared Across All Programmes

Personal Data Protection

All learner data is handled under Malaysia's PDPA 2010. No personal information is shared with marketing or product distribution partners.

Annual Content Refresh

Programme content is reviewed each year against current Malaysian market conditions and regulatory updates by qualified practitioners.

No Commercial Bias

No programme content is shaped by financial product providers. Editorial independence is maintained across all materials.

Flexible Scheduling

Recorded sessions allow study to fit around working hours. Optional live sessions are scheduled to accommodate participants across the Klang Valley.

Qualified Delivery

All facilitated sessions are conducted by team members holding current professional registrations appropriate to the programme content.

Responsive Support

Programme questions are answered by named team members within two working days. Responses come from the relevant content specialist, not a generic helpdesk.

CATALOGUE YOUR KNOWLEDGE

Which programme
is your next specimen?

Contact us with any questions about the programmes — or to discuss which of the three is most suited to where you are in your financial education.

Book a Consultation