Our Programs
Three Courses, Built for Where You Are in Life
Each program addresses a different stage of financial understanding — from first orientation to philanthropic planning. They can be taken in order or independently.
Back to HomeHow We Teach
A Methodology Built on Patience and Repetition
Weekly Pacing
Sessions are scheduled weekly rather than concentrated over a weekend. Ideas introduced one week are applied and discussed the following week — learning that accumulates rather than overwhelms.
Case-Based Discussion
Rather than lecture-style delivery, group sessions centre on anonymised case studies drawn from realistic Thai financial situations. Participants discuss rather than just absorb.
Private Checkpoints
Individual sessions with a teaching assistant or advisor allow participants to apply what they've learned to their actual circumstances without sharing that with the group.
Program 1 — Foundation
Organising Your Financial Life at Forty
A thoughtful seven-week orientation for learners who want to take stock of where they stand. The course walks through building a personal financial inventory, understanding current Thai banking products without marketing overlay, reading investment statements clearly, and setting up a simple recurring savings rhythm suited to household income patterns.
Suitable for those entering structured finance study for the first time. No prior investment knowledge is assumed.
What's Covered
- Building a personal financial inventory
- Thai banking products explained without product bias
- Reading investment statements clearly
- Setting up a household savings rhythm
- Introductory risk assessment for your life stage
How the Program Runs
Pre-course workbook sent one week before start date
Seven weekly live sessions — online or in-person at Charoen Krung
One-to-one midpoint review with teaching assistant
End-of-course consultation and forum access continues
Course Fee
฿6,600
Program 2 — Intermediate
Intermediate Investment Strategies for the Second Act
A nine-week program for learners with some investment background who want to refine their approach. Topics include evaluating Thai equity mutual funds through their prospectus, understanding fixed-income instruments in a rising-rate environment, building tax-aware allocations using RMF and SSF structures, and considering international exposure through Thai-accessible vehicles.
Three private portfolio review sessions with a certified instructor are included, along with continued forum access for a full year after completion.
What's Covered
- Evaluating Thai equity mutual funds via prospectus
- Fixed-income instruments in a rising-rate environment
- Tax-aware allocation using RMF and SSF structures
- International exposure through Thai-accessible vehicles
- Personal allocation planning template development
How the Program Runs
Readiness discussion before enrolment is confirmed
Nine weekly case discussion sessions with cohort
Three scheduled private portfolio reviews with certified instructor
One year of continued forum access after program close
Course Fee
฿18,900
Program 3 — Senior
Thoughtful Philanthropy and Wealth Transition Program
A thirteen-week senior program for learners who wish to bring charitable intentions and family wealth transitions together. The curriculum covers structuring charitable giving through Thai-registered foundations, tax-aware donation strategies, setting up family discussions around giving, preparing adult children to steward wealth alongside charitable commitments, and coordinating philanthropic goals with estate planning documents.
Cohorts are limited to eight. Participants work privately with a philanthropic advisor, an estate attorney, and a family communication specialist.
What's Covered
- Structuring charitable giving via Thai-registered foundations
- Tax-aware donation strategies under Thai law
- Family discussion facilitation around giving and wealth
- Preparing adult children for stewardship responsibilities
- Coordinating philanthropic goals with estate documents
How the Program Runs
Personal intake interview before cohort placement
Thirteen weekly sessions — online and in-person gatherings
Two in-person gatherings with estate attorney and philanthropy advisor
Eighteen months of follow-up correspondence included
Course Fee
฿36,700
Decision Guide
Which Program Fits Where You Are?
| Feature | Foundation ฿6,600 |
Intermediate ฿18,900 |
Senior ฿36,700 |
|---|---|---|---|
| Duration | 7 weeks | 9 weeks | 13 weeks |
| Cohort size | 12 | 12 | 8 |
| Individual consultations | 2 | 3 portfolio reviews | Multiple specialists |
| Forum access after | 12 months | 18 months | |
| In-person elements | Optional | Optional | 2 required gatherings |
| Best for | First-time structured finance learners | Those with investment background wanting refinement | Those planning charitable giving and family wealth transfer |
Shared Across All Programs
Standards We Hold in Every Course
Data Privacy (PDPA)
All personal and financial details shared with us are handled under Thailand's Personal Data Protection Act.
No Product Commission
Instructors and advisors receive no remuneration from any financial provider. Teaching is the only service we offer.
Cohort Confidentiality
All participants sign a confidentiality commitment before joining their cohort. Personal disclosures stay within the group.
Quarterly Content Review
Materials are updated quarterly to reflect changes in Thai taxation, SEC policy, and available investment instruments.
Transparent Pricing
What Each Program Costs
All prices in Thai Baht (฿). No hidden charges or continuation packages.
Foundation
Organising Your Financial Life at Forty
฿6,600
7 weeks · Cohort of 12
- Printed workbook materials
- 7 weekly live sessions
- 2 individual TA meetings
- Community forum access
Intermediate
Investment Strategies for the Second Act
฿18,900
9 weeks · Cohort of 12
- Weekly case discussions
- Allocation planning template
- 3 private portfolio reviews
- 12 months forum access
Senior
Philanthropy and Wealth Transition Program
฿36,700
13 weeks · Cohort of 8
- Private multi-specialist advisory
- 2 in-person Bangkok gatherings
- Family communication specialist
- 18 months follow-up correspondence
Not Sure Which Program to Start With?
Send us a short note about where you are financially and what you'd like to understand better. We'll suggest the program that makes most sense, without any obligation to enrol.
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