Our Programmes
Three Paths to Financial Clarity
Each programme is crafted for a different stage of your financial learning journey. Choose the one that feels right.
Back to HomeOur Teaching Approach
Every programme we offer follows the same core philosophy: start from where the learner is, explain things in plain language, and build understanding step by step. We do not assume prior knowledge, and we never rush.
Our methodology is grounded in practical application. Rather than lecture-style delivery, we use exercises, real-world examples drawn from the Thai financial landscape, and printed materials you can take home. Sessions are interactive — you are encouraged to ask questions at any point, and we build in time for discussion.
Whether you choose a half-day introduction or a ten-week deep engagement, you will leave with something concrete: a document, a worksheet, a plan, or a clearer perspective on your financial life.
Money Basics Orientation
A gentle half-day introduction for anyone who feels uncertain about managing daily finances. This session is designed as a judgment-free starting point — no experience needed, no awkward questions.
Understanding bank statements and recognising common fee structures
Setting up a simple personal tracking system
Distinguishing between needs and wants in spending
Simplified financial glossary and personal tracking template included
Small groups of no more than 10 participants
How It Works:
1. Register and confirm your preferred session date
2. Attend the half-day session at our Hat Yai office
3. Receive your glossary and tracking template
4. Begin applying what you have learned at home
Investment Literacy Series
A four-week evening course that introduces the landscape of investment options available to Thai residents. Each session builds on the previous one, moving from concepts to practical comparison exercises — all without complex mathematical modelling.
Government bonds, mutual funds, fixed deposits, and equity basics
Structured decision worksheets for comparing options
Progressive learning — each week builds on the last
Course summary booklet provided at completion
Evening sessions — designed for working adults
How It Works:
1. Register and select a start date
2. Attend four consecutive weekly evening sessions
3. Complete practical exercises between sessions
4. Receive your summary booklet at the final session
Comprehensive Financial Life Review
A ten-week personalised advisory engagement for individuals approaching or recently entering retirement. This programme takes stock of your entire financial picture — income, expenditure, insurance, property, debt, and succession — at a deliberately measured pace.
One-on-one sessions focused on one domain at a time
Consolidated personal financial overview document
Built-in time for reflection and family consultation
Covers income, insurance, property, debt, and succession
Entirely one-on-one — complete privacy
How It Works:
1. Initial consultation to understand your situation
2. Weekly sessions, each covering one financial domain
3. Reflection time between sessions for family discussions
4. Final session delivers your consolidated overview document
Compare Our Programmes
Find the programme that fits your needs and situation.
| Feature | Money Basics | Investment Literacy | Financial Life Review |
|---|---|---|---|
| Duration | Half day | 4 weeks | 10 weeks |
| Format | Small group | Small group | One-on-one |
| Price | ฿5,500 | ฿16,500 | ฿41,000 |
| Prior knowledge needed | |||
| Investment topics | |||
| Personal financial overview | |||
| Take-home materials | |||
| Best for | Getting started | Understanding options | Full retirement planning |
Professional Standards Across All Programmes
Data Confidentiality
All personal financial information shared during sessions is handled in compliance with Thailand's PDPA. We never share your data with third parties.
Qualified Educators
Our team holds recognised financial planning qualifications and undergoes annual professional development to stay current with regulations.
Updated Content
Course materials are reviewed and updated every year to reflect the latest interest rates, product changes, and regulatory developments in Thailand.
Programme Pricing
Clear, upfront pricing with no hidden fees.
Money Basics Orientation
Half-Day Session
฿5,500
per person
Half-day guided session
Financial glossary
Personal tracking template
Small group setting
Investment Literacy Series
4-Week Course
฿16,500
per person
Four evening sessions
Decision worksheets
Course summary booklet
Practical comparison exercises
Financial Life Review
10-Week Engagement
฿41,000
per person
Ten one-on-one sessions
Full financial overview document
Family consultation time
Complete privacy
Not Sure Which Programme Suits You?
Reach out and we will help you choose the right starting point. There is no pressure — just an honest conversation about what would help you most.
Talk to Us