A calm study environment

Why Lanna Journey

What Makes This Different from Other Financial Courses

A considered list of the ways we have designed our courses to suit people at mid-life — not as marketing, but as a description of real choices.

Back to Home

At a Glance

Six Reasons Our Participants Choose Lanna Journey

Deep Instructional Experience

Our lead instructors combine academic credentials with decades of professional practice in Thai banking and financial planning.

Deliberately Small Cohorts

Groups of six to twelve allow every participant to speak, ask questions, and receive personalised attention throughout the programme.

Bilingual Written Materials

All printed workbooks and reference sheets are produced in both Thai and English, so participants can share them with family members confidently.

Thai-Specific Content

Courses are built around Thailand's actual financial instruments, legal frameworks, and tax system — not adapted from Western templates.

Non-Judgemental by Design

Our instructors are trained in adult learning facilitation and approach each participant's financial history with curiosity, not criticism.

Support Beyond the Final Session

Each course includes post-completion follow-up discussions so participants can apply what they have learned and return with questions as they arise.

Professional Expertise

Instructors Who Have Worked With Real Money, Not Just Textbooks

The members of the Lanna Journey teaching team have spent their careers in practice — managing lending portfolios, advising on estate transfers, facilitating family conversations about inheritance, and reviewing investment prospectuses on behalf of individual clients. They bring a kind of practical familiarity with the material that cannot be acquired from academic study alone.

Each course module is co-developed by instructors with relevant domain expertise. The Masterclass, for example, includes a practising solicitor who handles Thai inheritance cases, a licensed financial planner, and a family therapist who specialises in the emotional dimensions of legacy conversations.

Process & Methodology

A Curriculum Built Through Listening, Not Templates

Our courses began with small-group sessions in Chiang Mai in 2019. The content was not adapted from an overseas framework or a financial planning certification syllabus. It was assembled from conversations with adults who told us, honestly, what they did not understand, what they feared, and what they had never been taught.

We review and revise the curriculum before each new cohort begins. If a change in Thai inheritance law has taken place, the Masterclass reflects it. If a participant cohort last year raised a question the course hadn't addressed well, the revision addresses it. This is a living curriculum, shaped continuously by the people who use it.

Customer Service

Every Enquiry Receives a Personal Response

We do not use automated enquiry systems or form letters. Every message sent to Lanna Journey is read and answered personally by a member of the team, usually within one working day. If you are uncertain which course would suit you, we will ask you a few questions and give you an honest view — including whether none of our current offerings are the right fit.

Enrolled participants have a named instructor contact throughout their course. Private check-in sessions are scheduled individually, not at fixed group times, so they fit around existing commitments.

Value & Pricing

Transparent Pricing, Considered Value

Course fees reflect what is actually included: instructor time, private sessions, printed bilingual materials, post-completion follow-up, and — for the Masterclass — specialist guest sessions with a lawyer and a therapist. We do not add hidden charges after enrolment.

Payment arrangements are available for the two higher-level programmes. Participants who need to defer their enrolment to a later cohort due to unforeseen circumstances are accommodated without charge.

Outcomes

Clarity, Confidence, and Practical Next Steps

Participants who complete our courses consistently describe the same change: they read their financial statements with less anxiety, make decisions with more deliberateness, and feel less reliant on advisors they cannot properly evaluate. That kind of informed autonomy is the outcome we care about most.

We do not offer certificates designed to signal credentials to employers. What we offer is a set of practical reference materials, a trained understanding of how the Thai financial system works, and the confidence to act on it — which, for most of our participants, is worth considerably more.

How We Compare

What Sets Lanna Journey Apart

Feature
Typical Providers
Lanna Journey
Group size
20–60 participants
6–12 per cohort
Thai legal content
Generic or absent
Central to curriculum
Private instructor time
Not included
Included in every course
Bilingual materials
English only
Thai and English
Post-course support
Rarely offered
Follow-up discussions included
Family conversation support
Not addressed
Integral to Masterclass

What Makes Us Distinct

Unique Features You Will Not Find Elsewhere

Printed Planner-Format Workbooks

Materials are designed to be tucked into a personal planner and returned to over time — not a PDF to be forgotten in a downloads folder.

Estate Lawyer in Every Masterclass Cohort

Our senior programme includes private access to a practising Thai estate lawyer — an arrangement not offered by any other financial education provider we are aware of in northern Thailand.

Family Therapist for Legacy Conversations

We acknowledge that money conversations in families carry emotional weight. The Masterclass includes sessions with a therapist who specialises in exactly these discussions.

Living Curriculum, Updated Before Each Cohort

We review every section of every course against current Thai law, regulations, and market conditions before a new cohort begins — not just once a year on a fixed schedule.

Recognition

Professional Affiliations & Milestones

Thai Financial Planners Association

Institutional Member since 2020

Best Adult Learning Programme

Chiang Mai Education Forum, 2024

380+ Participants

Across all three programmes since 2019

4.8 / 5.0 Average Rating

Collected post-course from enrolled participants

See Which Course Suits Your Situation

We are glad to discuss your circumstances and help you decide which level of the programme would be most useful — before you commit to anything.

Get in Touch