About Beyond Insights
For Press Release and Media Reference. Updated 31st October, 2025.
Beyond Insights has established itself as Malaysia’s premier investment and trading education company, transforming over 7,700 students into confident, systematic investors and traders since 2008. The company recently celebrated a milestone 2025 Symposium featuring renowned trading psychologist Dr. Brett Steenbarger, reinforcing its position as Asia’s most comprehensive financial education provider.
On 16th October, 2025 Beyond Insights we received the ASEAN SME100 Award, just a few days before celebrating the 17th year anniversary of company formation.
Company overview and core business
Beyond Insights operates as a specialized financial education company focused on making stock investing and trading “systematic, safe, and sustainable.” The company’s mission centers on bringing out the best in people and their financial futures through comprehensive market education. Founded in 2008 in Petaling Jaya, Selangor, Malaysia, Beyond Insights has grown into a multi-award-winning institution with 33 active trainers and coaches serving students across Malaysia, Singapore, Vietnam, Australia, New Zealand and more.
The company’s value proposition differentiates it from traditional financial education providers by emphasizing practical application over theoretical knowledge. Every trainer and coach is a full-time investor or trader who actively practices the strategies they teach, ensuring students receive battle-tested insights rather than academic theory.
Business model and revenue streams
Beyond Insights generates revenue through multiple interconnected streams. Primary income derives from comprehensive educational programs ranging from beginner-friendly long-term investing courses to advanced intraday trading and options strategies. The company offers specialized training in CFDs, options education, and pioneered Asia’s first Trading Psychology Boot-camps.
Coaching services provide ongoing revenue through personal mentorship from the 33-person trainer network, with students receiving unlimited program repetition and access to proprietary tools. The BiTS (Beyond insights Trade Simple) web application offers systematic trading decision support, representing a technology-driven revenue component.
The business model emphasizes lifetime student support rather than one-time transactions, creating sustainable relationships and consistent revenue through ongoing coaching and advanced program progression.
Leadership excellence drives company success
Kathlyn Toh, Founder and Chief Trainer, brings extraordinary credibility with 30+ years of trading experience across KLSE (1993), US markets (1997), and options trading since 2005. Her 17+ year career at Intel Corporation as Automation APAC Manager, leading 100+ person teams across multiple countries, provides unique corporate leadership expertise. Toh holds Master NLP Practitioner and Coach certifications and received the Women of Excellence Award 2021.
Terence Teoh serves as Co-Founder and CEO, bringing technology and business development expertise through his Computer Science and Information Systems double degree from University of New South Wales. His experience as head of product development at JobStreet.com (Southeast Asia’s leading internet company) and co-founding Talent Farm demonstrates successful entrepreneurship. Teoh received recognition as one of the 100 Most Influential Young Entrepreneurs (2019) and the Leadership Excellence Award (2021).
The leadership team combines rare depth of both practical trading expertise and proven business management experience, creating credibility that resonates with students seeking real-world financial education.
Industry positioning and competitive advantages
Beyond Insights operates in Malaysia’s growing financial education sector, positioned as the market leader with multiple competitive moats. The company has achieved “Top Financial Training Company in Malaysia” (2013), “Most Preferred Financial Educator” three consecutive years (2014-2016), and “Best Brand in Curriculum & Coaching 2022/23.”
Key differentiators include Asia’s most comprehensive curriculum covering long-term investing, swing trading, trend trading, intraday trading, CFDs, and options. The company pioneered trading psychology education in Asia, addressing the mental aspects that cause 90% of trader failures. The SVS Framework (Systematic, Versatile, Safe and proprietary 4-Step Formula provide students with battle-tested methodologies.
The competitive landscape includes traditional investment banks’ training programs, online education platforms, and independent trading coaches. Beyond Insights differentiates through proven track record, comprehensive support system, and focus on psychology alongside technical skills.
Recent developments showcase continued growth
The January 18, 2025 Beyond Insights Symposium represents a major milestone, featuring Dr. Brett Steenbarger (renowned hedge fund performance coach), Chee Mun Foong (CEO of YTL AI Labs), and Raja Azmi Adam (Director of Strategic Pursuits at Google Cloud for ASEAN). The event focused on “Trumponomics” market impacts, AI megatrends, and global investment opportunities, receiving coverage from Bernama, Malaysia’s National News Agency.
Strategic partnerships have expanded significantly, with Moomoo Securities serving as Diamond Sponsor for the 2025 Symposium. This collaboration includes active presence on Moomoo’s community platform and participation in regional events like Singapore’s MooFest 2024. The company celebrated its 15th anniversary in January 2024 with special guest Jack D. Schwager, raising MYR 12,000 for Dignity For Children Foundation.
Current program expansion includes comprehensive 2025 workshop schedules, enhanced AI and technology sector education, and strengthened international presence across ASEAN markets.
Technology innovation enhances education delivery
Beyond Insights has invested heavily in proprietary technology solutions to support student success. The BiTS web application provides systematic trading decision support, while comprehensive online learning platforms enable global reach. The company integrates AI tools to enhance learning efficiency and focuses on global megatrends including artificial intelligence, clean energy, big data, and cashless society developments.
Social media presence demonstrates strong community engagement with 71,428+ Facebook followers and 7,337 Instagram followers. Regular market analysis content, live YouTube sessions, and active Moomoo community participation create ongoing value for students and prospects.
Conclusion
Beyond Insights has evolved from a startup financial education company into Malaysia’s most recognized and awarded investment training institution. With proven leadership, comprehensive curriculum, technology innovation, and strategic partnerships, the company is positioned for continued growth across Southeast Asian markets. The combination of practical expertise, ongoing student support, and focus on trading psychology creates sustainable competitive advantages in the expanding financial education sector.
The company’s success metrics – 7,700+ trained students, 17+ years of operation, multiple industry awards, and high-profile partnerships – demonstrate consistent execution of its mission to make investing and trading systematic, safe, and sustainable for individuals seeking financial independence.