Financial education in Bangkok

Understanding Money
at a Stage Where It Matters

Structured financial courses designed for adults in their forties and beyond — no sales pressure, no shortcuts. Just clear thinking about your money.

+66 2 396 8425
Cohorts of 8–12 participants

Three Courses, Three Stages of the Journey

Each program is designed with a particular learner in mind. They can be taken in sequence or independently, depending on where you are right now.

Organising Your Financial Life at Forty

Organising Your Financial Life at Forty

A thoughtful orientation for those who want to take stock of where they stand. Covers personal financial inventory, Thai banking products, reading investment statements, and building a savings rhythm that fits your household.

  • Printed workbook materials
  • Weekly live sessions in small cohorts
  • Two individual teaching assistant meetings
  • Quiet community forum access
฿6,600 Enquire
Intermediate Investment Strategies

Intermediate Investment Strategies for the Second Act

For learners with some investment background who want a more considered approach. Covers Thai equity mutual funds, fixed-income instruments, RMF and SSF tax-aware structures, and accessible international vehicles.

  • Weekly case discussions
  • Personal allocation planning template
  • Three private portfolio review sessions
  • One year of continued forum access
฿18,900 Enquire
Thoughtful Philanthropy and Wealth Transition

Thoughtful Philanthropy and Wealth Transition Program

A senior program for those who want to bring charitable intentions and family wealth transitions together. Covers Thai foundations, tax-aware giving, family discussions, and coordinating philanthropy with estate documents.

  • Private philanthropic and estate advisory
  • Two in-person gatherings in Bangkok
  • Family communication specialist
  • 18 months of follow-up correspondence
฿36,700 Enquire

An Approach That Respects Where You Are

Curriculum Depth

Every course follows a structured path through topics that matter specifically to learners in Thailand at midlife and beyond.

Small Cohorts

Groups of eight to twelve allow for genuine exchange and space for personal questions — not lecture-hall anonymity.

Qualified Instructors

Teaching staff hold relevant Thai financial qualifications and bring practical advisory backgrounds to the classroom.

Ongoing Support

Community forums and personal consultations continue beyond the final session, so learning doesn't stop at graduation.

Have a Question Before You Commit?

Reach out for a brief, unhurried conversation. There's no obligation — just a chance to see whether one of our programs fits where you are right now.

Things People Often Ask

Do I need any financial background to join the first course? +

No. The first program — Organising Your Financial Life at Forty — is designed for those entering structured finance study for the first time. The only expectation is a willingness to look honestly at your current situation.

How do the live sessions work? Are they in-person or online? +

Weekly live sessions are held both online and at our Bangkok office. Individual consultations can be arranged in person at our Charoen Krung Road premises or via video call, depending on your preference.

Can I take the programs in any order? +

The courses are designed to be taken in sequence, but each one stands on its own. If you have relevant financial experience, you may start with the intermediate or senior program — we discuss readiness during the enrolment conversation.

Is personal financial information shared with other participants? +

Not at all. Group sessions deal with general concepts and case studies. Any discussion of your personal finances happens only in private sessions with a teaching assistant or advisor.

When do the next cohorts begin? +

We admit new cohorts quarterly. Current openings are for the May and July intakes. Send an enquiry and we'll let you know what's available and whether it fits your schedule.

What is the refund or cancellation policy? +

We ask that you review our full terms before enrolling. In general, cancellations made at least two weeks before a cohort starts are eligible for a full refund. After that point we can arrange a transfer to the next available cohort.

Our Bangkok Office

125 Charoen Krung Road, Bang Kho Laem, Bangkok 10120

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We'd Be Happy to Hear from You

Contact Details

Address

125 Charoen Krung Road
Bang Kho Laem, Bangkok 10120
Thailand

Office Hours

Monday – Friday: 9:00 – 17:30
Saturday: 9:00 – 13:00
Sunday & Public Holidays: Closed

Send Us an Enquiry

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