Our Education Programs
Three thoughtfully structured pathways to help you build financial knowledge and confidence
Return HomeOur Learning Approach
Each program is built around the same core principles: clear explanations, Thai market context, practical exercises, and a pace that allows for genuine understanding rather than rushed memorization
Progressive Structure
Programs build knowledge systematically, ensuring foundational concepts are solid before introducing more complex topics
Practical Application
Every session includes exercises using real scenarios, helping you develop skills you'll apply to your actual financial decisions
Interactive Learning
Small groups encourage discussion, questions, and peer learning, creating a supportive environment for everyone
Budgeting & Cash Flow Mastery
This foundational program helps you understand where your money actually goes and how to create spending plans that work with your life rather than against it. We don't believe in rigid budgets that feel like punishment; instead, we help you develop awareness and systems that support your financial goals while respecting your priorities.
What You'll Learn
- Track expenses effectively without feeling deprived
- Identify spending patterns and emotional triggers
- Build sustainable saving habits aligned with Thai income levels
- Create emergency funds appropriate to Bangkok living costs
- Use budgeting apps and tools efficiently
Program Details
Duration: 4 weeks, bi-weekly sessions
Format: 2-hour sessions plus workbook exercises
Best For: Anyone wanting better control of daily finances
฿10,500
Market Awareness & Investment Fundamentals
For those with little exposure to investing, this program demystifies how markets work and helps you understand basic investment principles. We focus on building conceptual understanding rather than promoting specific products, ensuring you can evaluate investment opportunities critically wherever you encounter them.
What You'll Learn
- How equity and bond markets function
- Read basic financial statements and understand key ratios
- Understand risk-return relationships and diversification
- Navigate Thai-specific options (LTF, SSF, SET structure)
- Recognize common investment pitfalls and misleading claims
- Build and monitor a basic diversified portfolio
Program Details
Duration: 6 sessions over 8 weeks
Format: 2-hour sessions plus portfolio simulation project
Best For: New investors wanting foundational knowledge
฿28,000
Wealth Preservation & Succession Planning
This premium engagement helps high-net-worth families think through the complex task of transferring wealth across generations. We address both the technical mechanisms available under Thai law and the equally important human dimensions: communication, fairness, preparation, and legacy. Most families find this work emotionally challenging, and we approach it with sensitivity and patience.
What You'll Address
- Trust structures and estate planning options under Thai law
- Insurance-based wealth transfer strategies
- Cross-border asset considerations for Thai families
- Philanthropic giving structures and family foundations
- Family governance and decision-making frameworks
- Preparing next generation for wealth responsibility
Program Details
Duration: 12 weeks with flexible pacing
Format: Private consultations and family workshop
Best For: Families and business owners planning succession
฿68,000
Program Comparison
Choose the program that matches your current needs and financial journey stage
| Feature | Budgeting & Cash Flow | Market Awareness | Wealth Preservation |
|---|---|---|---|
| Duration | 4 weeks | 8 weeks | 12 weeks |
| Class Size | 12-15 participants | 10-12 participants | Private/Family |
| Prerequisites | None | Basic math, comfortable with spreadsheets | Significant assets to plan |
| Workbook Included | |||
| Online Option | In-person only | ||
| Follow-up Support | 3 months | 6 months | 12 months |
| Investment | ฿10,500 | ฿28,000 | ฿68,000 |
Which Program Is Right for You?
Start with Budgeting if:
- • You're new to tracking finances
- • Saving feels difficult or inconsistent
- • You want better daily money habits
Choose Market Awareness if:
- • You're ready to explore investing
- • You have emergency savings established
- • You want to understand Thai market options
Select Wealth Preservation if:
- • You have significant assets to protect
- • Family succession planning is needed
- • You want structured wealth transfer guidance
What's Included in Every Program
Comprehensive Materials
Workbooks, templates, and reference guides you can use long after the program
Email Support
Ask questions via email for months after completing your program
Peer Network
Optional study groups connect you with fellow participants for ongoing support
Updated Content
Access refreshed materials as we update programs based on market changes
Ready to Begin?
Reach out to discuss which program fits your current financial journey and goals
Contact Us Today