Financial education solutions

Our Educational Programs

Three thoughtfully designed pathways to support your financial learning journey, from foundational literacy to comprehensive family coordination.

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Our Approach to Financial Education

Each program follows a structured methodology designed to build understanding progressively, with practical applications throughout.

Small Group Learning

Limited enrollment ensures personalized attention and comfortable environments for discussion and questions.

Practical Application

Concepts are taught through real Thai scenarios and hands-on exercises you can use immediately.

Resource Materials

Comprehensive take-home packs support ongoing learning and personal reference after program completion.

Financial Literacy Starter
Foundational Program

Financial Literacy Starter

A warm and accessible program designed to welcome anyone into the world of personal finance, regardless of background or prior knowledge.

Understanding bank statements and common fees in Thai context
Establishing a personal budget suited to Bangkok living costs
Creating a simple savings plan aligned with your income
Group conversations and guided worksheets
Real-life examples from everyday Thai financial scenarios

4 weeks • Weekly 75-minute sessions

Includes take-home resource pack

฿10,800

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Smart Allocation & Portfolio Thinking
Mid-Level Program

Smart Allocation & Portfolio Thinking

A mid-level educational program for participants who have a stable financial base and want to learn how to think about putting money to work across different asset types.

Understanding Thai mutual funds and equity basics
Fixed-income instruments and their role in portfolios
Asset allocation aligned with personal timelines and comfort
Case studies and interactive exercises
Develop a sample allocation plan as capstone project

7 weeks • Weekly 2-hour sessions

Includes comprehensive materials and templates

฿30,500

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Family Wealth Coordination
Advanced Program

Family Wealth Coordination

A tailored advisory engagement for families who wish to align their financial strategies under one coherent framework.

Joint budgeting and education fund planning
Property ownership structures under Thai law
Insurance coordination and retirement income layering
Succession conversations and generational planning
Customized financial coordination plan for your household

10 weeks • Family workshops + private sessions

Includes personalized coordination plan

฿63,500

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Program Comparison

Understanding the differences between our programs can help you select the right starting point for your financial learning journey.

Feature Literacy Starter Smart Allocation Family Coordination
Duration 4 weeks 7 weeks 10 weeks
Prior Knowledge None required Basic literacy Intermediate
Group Size Up to 12 Up to 10 Family units
Budgeting Skills
Investment Concepts
Portfolio Planning
Family Coordination
Thai Law Context Basic Intermediate Advanced
Private Sessions
Investment ฿10,800 ฿30,500 ฿63,500

Best for Beginners

If you're new to managing personal finances

→ Literacy Starter

Best for Growing Wealth

If you have savings and want to explore investing

→ Smart Allocation

Best for Families

If you want to align household financial strategies

→ Family Coordination

Shared Standards Across All Programs

Regardless of which program you choose, you can expect these consistent quality standards.

Participant Privacy

We maintain strict confidentiality regarding your financial situation and never share personal information.

No Product Sales

Our educators focus on education, not financial product recommendations or commissions.

Plain Language

We explain concepts using accessible language and avoid unnecessary jargon.

Thai Context

All examples, regulations, and product discussions reflect the Thai financial landscape.

Resource Materials

Take-home packs include worksheets, templates, and reference materials for ongoing use.

Respectful Support

Questions are welcomed, and learning happens at a pace comfortable for the group.

Which Program Is Right for You?

We're happy to discuss your current situation and learning goals to help you identify the most appropriate starting point.

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