Course Catalogue
Three Courses, Three Stages of Financial Study
Each programme is built around a specific stage of financial understanding — from first contact with structured study to comprehensive estate planning.
← Back to HomeOur Methodology
How We Teach Financial Subjects
All three programmes follow a common structure: concepts introduced in sequence, discussed in live sessions, and then consolidated through printed materials and individual reflection. The pace is deliberate. The content is specific to the Thai financial and legal environment. Each programme has been designed to stand alone — a learner can benefit fully from any one of them without having completed the others.
Sequential curriculum
Each week builds on the previous one — no disconnected modules
Live discussion sessions
Weekly live meetings allow questions, clarifications, and peer exchange
Physical reference materials
Printed summaries and templates delivered at each stage
Course 01 · 6 Weeks
Household Finance Orientation for Forty-Plus
฿7,200
A quiet six-week introduction for learners who want to approach their household finances with patience and clarity. The course addresses understanding monthly household cashflow, reviewing Thai banking statements and provident fund reports, examining existing insurance coverage, and setting small savings habits suited to the present life stage. Participants receive printed materials, attend weekly live sessions, join a cohort of twelve peers, and have access to private conversations with a teaching mentor. Suitable for learners new to structured financial study.
What this course covers
- Reading Thai bank statements and identifying regular income and expenditure
- Understanding provident fund statements and contribution structures
- Reviewing life and health insurance coverage for the present stage of life
- Establishing modest, consistent savings habits without significant disruption
- Framing questions to ask a bank or financial advisor
Process — Week by Week
- 1
Orientation and household cashflow mapping
- 2
Reading Thai bank statements and account structures
- 3
Provident funds and retirement savings review
- 4
Insurance coverage evaluation
- 5
Establishing a savings habit and short-term financial goals
- 6
Summary review and individual mentor consultation
Course 02 · 10 Weeks
Investment Review for the Second Half of Career
฿21,100
A ten-week mid-level course for learners with investment experience who wish to look carefully at their holdings. Topics include inventorying investments across Thai and overseas accounts, evaluating each position against current life goals, considering consolidation and rebalancing, and designing an allocation suited to the coming decade with health care and retirement timing in mind. The course includes weekly live sessions, case discussions drawn from Thai households, a personal portfolio review template, and three individual review consultations with a certified instructor.
What this course covers
- Comprehensive inventory of Thai and international investment accounts
- Evaluating existing positions against current personal and family goals
- Portfolio consolidation and rebalancing considerations
- Designing an allocation that accounts for health care expenses and retirement timing
- Thai case discussions covering common household investment scenarios
Included: Three Individual Consultations
Each participant meets privately with the certified instructor three times during the programme to discuss their specific holdings and questions.
Course 03 · 14 Weeks · Limited to 7 Learners
Estate Planning and Family Stewardship Academy
฿37,300
A fourteen-week senior programme for learners ready to address estate organisation and family wealth stewardship in an integrated way. The curriculum covers Thai will preparation with cross-border coordination, choosing and preparing executors, structuring lifetime gifts thoughtfully, facilitating family conversations across generations, and preparing adult children for their evolving responsibilities. Participants meet individually with a senior estate attorney, a financial advisor, and a family communication specialist. The programme includes three in-person gatherings at the Samui learning retreat, private consultations, and twelve months of follow-up advisory support.
What this programme covers
- Thai will preparation and coordination with overseas assets
- Selecting and preparing an executor for the role
- Structuring lifetime gifts within Thai legal and tax frameworks
- Family conversations across generations — facilitated and supported
- Preparing adult children to understand and manage their responsibilities
Included: Three Specialists + Three Retreats + 12-Month Support
This is the most comprehensive programme we offer. Enrolment is limited to seven participants per cohort.
Course Comparison
Choose the Right Programme for You
| Household Finance ฿7,200 |
Investment Review ฿21,100 |
Estate Planning ฿37,300 |
|
|---|---|---|---|
| Duration | 6 weeks | 10 weeks | 14 weeks |
| Max cohort size | 12 | 12 | 7 |
| Private consultations | 3 sessions | 3 specialists | |
| In-person retreats | 3 retreats at Samui | ||
| Post-programme support | 12 months advisory | ||
| Best for | New to structured financial study | Has investment holdings to review | Ready to address estate and family stewardship |
Our Standards
What Applies Across All Three Programmes
Confidential handling of personal information
All financial information shared in consultations is held privately and not discussed with other participants or third parties.
Certified instructors for every session
Every live session is led by a qualified professional — no assistant-delivered content or recorded substitutes.
Annual curriculum review
Materials are reviewed and updated each year against current Thai financial regulation and legal frameworks.
English-language instruction, Thai-context materials
All sessions are conducted in English, with Thai-language regulatory references provided where relevant.
Simple technology requirements
Sessions require only a stable internet connection and a standard device. Technical support is available before each session.
Post-cohort evaluation
Every cohort completes a detailed review at programme end. Results inform the next intake's curriculum update directly.
Not Sure Which Course Fits You?
We are glad to have a brief conversation about your situation and help you identify which programme would be the most useful starting point. There is no pressure and no obligation.