Our Educational Programs
Three thoughtfully designed programs addressing different aspects of financial education for adults over forty living in Thailand.
Return HomeOur Approach to Learning
Each program is structured to combine clear instruction with practical exercises, peer conversation, and the creation of personalized planning documents. We believe effective learning happens when participants have the opportunity to reflect, discuss, and apply concepts to their own situations.
Clear Instruction
Concepts explained in accessible language without jargon or complexity
Practical Exercises
Guided activities that help you apply concepts to your own situation
Peer Learning
Small group conversations allow for shared perspectives and insights
Personal Documents
You leave with plans and materials tailored to your circumstances
Program Details
Financial Goal-Setting Workshop
A three-session workshop for adults over forty who want to establish clear, achievable financial goals connected to their life aspirations and personal values.
What You Will Learn
- Distinguish between needs and wishes through values-based planning
- Frame short-term and long-term goals with clear prioritization
- Create a personal financial direction document
- Develop a simple tracking system for ongoing progress
Navigating Thai Financial Systems
A five-session educational course designed to demystify the Thai financial landscape for adults who want to manage their affairs with greater understanding.
Topics Covered
- Thai banking system and account structures
- Provident fund mechanisms and social security entitlements
- Tax filing fundamentals with practical exercises
- Stock Exchange of Thailand and investment fund options overview
Pre-Retirement Financial Architecture Program
A ten-session intensive program for individuals five to fifteen years from retirement, designed to create a detailed, personalized financial architecture for post-career years.
Comprehensive Coverage
- Income stream planning and asset allocation review
- Healthcare cost modeling and housing considerations
- Lifestyle budgeting and tax optimization awareness
- Legacy planning and family communication strategies
Choosing the Right Program
Each program addresses different needs and life stages. This comparison can help you identify which might be most relevant to your current situation.
| Feature | Goal-Setting Workshop | Thai Financial Systems | Pre-Retirement Program |
|---|---|---|---|
| Best for | Establishing clear financial priorities | Understanding Thai systems | Planning retirement years |
| Time commitment | 3 sessions | 5 sessions | 10 sessions + reviews |
| Group size | 8-10 | 8-10 | 6 |
| Individual attention | |||
| Personal plan document | |||
| Reference materials | |||
| Investment | ฿8,600 | ฿24,500 | ฿58,000 |
Ready to Begin?
If you would like to discuss which program might be right for your situation, or if you have questions about our approach, we invite you to reach out.
Contact Us