Our Programmes
Three Courses for Three Stages of the Financial Journey
Designed for people at mid-life — no prior expertise required, no pressure to move faster than you are ready to.
Back to HomeOur Approach
How We Structure Learning for Adults at Mid-Life
Context Before Concept
Each module begins with a real situation a participant is likely to face, then explains the underlying concept — not the other way around.
Discussion Over Lecture
Group sessions are guided conversations. Questions from participants shape the direction of each meeting, not a fixed agenda.
Reflection Built In
Weekly workbook exercises are designed for quiet work between sessions — giving each idea time to settle before the next one arrives.
Household Finances After Forty
An accessible five-week course for learners beginning to take a closer look at their household ledger. For those who prefer a non-judgemental setting and have postponed financial organisation.
What the Course Covers
- Monthly cash tracking without spreadsheet overwhelm
- Reading Thai and English bank and brokerage statements
- Reviewing insurance coverage signed years ago
- Setting savings rates that reflect a household supporting parents or adult children
Included
- Weekly small-group discussions (6–12 participants)
- Printed bilingual workbook with regional cost-of-living tables
- Two private check-in sessions with the instructor
Thoughtful Investing for Mid-Career Professionals
A nine-week intermediate course for those with some investing experience who want to approach the next decade with greater clarity and personal intention.
What the Course Covers
- Index-based strategies in the Thai market context
- Evaluating mutual fund prospectuses in Thai and English
- Considering property as part of a broader portfolio
- Building a plan that fits personal priorities, not market chatter
Included
- Biweekly live sessions with the lead instructor
- Private reading list of Thai and international finance texts
- Portfolio worksheet reviewed privately by the instructor
- Three follow-up discussions in the year after completion
Family Wealth Transfer Masterclass
A thirteen-week senior programme for learners ready to address the full picture of legacy planning with their families. Cohort limited to ten participants.
What the Course Covers
- Thai inheritance procedures in practical, step-by-step detail
- Coordinating with lawyers and notaries
- Structuring lifetime gifts and cross-province property transfers
- Preparing adult children and facilitating family conversations
Included
- Private sessions with a senior Thai estate lawyer
- Private sessions with a family therapist specialising in financial conversations
- Quarterly in-person gatherings in Chiang Mai
- Twelve months of correspondence with the teaching team post-completion
Compare
Which Course Suits Your Situation?
Use this to get a sense of which level fits where you are now. We are glad to discuss your situation personally — send us a message.
| Feature | Household Finances | Thoughtful Investing | Masterclass |
|---|---|---|---|
| Duration | 5 weeks | 9 weeks | 13 weeks |
| Course fee (THB) | ฿6,500 | ฿15,200 | ฿34,500 |
| Private instructor sessions | 2 sessions | Included | Extensive |
| Estate lawyer sessions | |||
| Family therapist sessions | |||
| Post-course follow-up | 3 discussions | 12 months | |
| Payment plans |
Shared Across All Courses
Professional Standards That Apply Throughout
Participant Confidentiality
No personal financial information shared in group sessions. No recordings without written consent from every cohort member.
Current Curriculum
All courses reviewed before each new cohort begins against current Thai law, regulations, and market instruments.
Transparent Pricing
No additional charges after enrolment. Materials, private sessions, and follow-up are all included in the course fee.
Ready to Take the Next Step?
Reach out and tell us a little about your situation. We will let you know which course seems like the most sensible place to begin.
Get in Touch