Three Programmes
Each Programme Addresses One Distinct Financial Question
Household investing, insurance literacy, personal financial mapping โ attend one or all three, in any order.
โ Back to HomeOur Approach
How We Structure Every Programme
Each programme is built around a single, well-bounded topic. We have found that financial education is most useful when it is narrow enough to go deep. A four-session programme on investing fundamentals, for example, allows space for real questions, worked examples, and the kind of back-and-forth that produces understanding rather than familiarity.
Sessions are held in person at our Nimmanhaemin Road location. Participant numbers are kept small. The facilitator for each programme is the person who designed its materials and has the deepest professional background in the topic.
All materials are produced specifically for the Thai regulatory and market context. We update them annually as the landscape changes. The printed documents participants take home are designed to be useful references, not just souvenirs.
No programme requires prior completion of another. They are independent. Some participants have attended all three; others have attended one that addressed a specific concern and found that sufficient for where they were at the time.
Programme One
The Foundations of Household Investing
A four-session foundational programme covering the essential concepts of household investing at 40+. Asset classes, funds, risk, time horizon โ all worked through with Thai-market examples and a pace that allows for real understanding rather than note-taking. Includes a printed reference workbook to take home.
- Covers asset classes, fund structures, risk profiles, and time horizon
- All examples drawn from the Thai market
- Participants who know some of the material are encouraged to revisit it at a different angle
- Printed reference workbook included
- Four weeks of post-programme facilitator access
Programme Steps
Introduction to asset classes in the Thai context โ what exists, how it is structured, how it is accessed
Understanding funds โ how they operate, what fees mean, how to read a fund factsheet
Risk and time horizon โ matching household circumstances to an investment approach
Applying the framework โ worked household scenarios, question and answer, workbook consolidation
5,400 THB
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Programme Two
Reading Insurance with Care
A one-day workshop on the patient skill of reading Thai life and health insurance materials. The facilitator walks through policy summaries, exclusion clauses, and the most common misunderstandings, with a focus on what matters most to adults at 40+. No products are recommended; participants leave with a printed checklist of questions for any future conversation with an agent or broker.
- Full-day session with one experienced facilitator
- Covers policy summaries, exclusion clauses, and common misreadings
- Specifically designed for the considerations relevant at 40+
- Printed checklist of questions to use with any insurer or broker
- No product recommendations made at any point
Workshop Structure
Morning: Understanding Thai life and health insurance structures โ what policies cover and what they typically do not
Mid-session: Working through real policy summaries and exclusion language โ practising the reading skill
Afternoon: Common misunderstandings specific to adults at 40+ and how to address them
Close: Completing and reviewing your personal question checklist for future use
8,700 THB
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Programme Three
Drawing the Map: A Personal Financial Plan
A weekend programme of two long sessions in which each participant builds a personal financial map of their household โ a single document that lays out assets, liabilities, recurring obligations, household goals, and the time horizon for each. The facilitator provides a printed template developed for the Thai household context and guides each participant individually as the map takes shape. Confidentiality is maintained throughout; personal numbers stay with the participant.
- Two long sessions across a weekend
- Thai-context household financial planning template provided
- Individual facilitator guidance throughout
- All personal financial data remains with the participant only
- Suitable for individuals or household partners attending together
Weekend Structure
Day one: Mapping assets and liabilities โ the full household inventory, approached methodically
Day one continued: Identifying recurring obligations and understanding their structure and flexibility
Day two: Articulating household goals and attaching a time horizon and realistic context to each
Day two close: Reviewing the complete map, identifying gaps or questions, and noting next steps
11,500 THB
Enquire About This ProgrammeDecision Guide
Which Programme Fits Where You Are?
Each programme is independent. If more than one applies, they may be attended in any order.
| Feature / Situation | Foundations | Insurance | Financial Map |
|---|---|---|---|
| "I want to understand how investing works in Thailand" | โ | โ | โ |
| "I need to understand my existing insurance policies" | โ | โ | โ |
| "I want a complete picture of my household finances" | โ | โ | โ |
| Single-day commitment | โ | โ | โ |
| Multi-session structured learning | โ | โ | โ |
| Can attend with a household partner | โ | โ | โ |
| Printed take-home materials included | โ | โ | โ |
| Post-programme facilitator access (4 weeks) | โ | โ | โ |
| Price (THB) | 5,400 | 8,700 | 11,500 |
Shared Across All Programmes
Standards That Apply Every Time
Participant Privacy
No personal financial data is recorded or retained. Whatever participants bring into the room stays there.
No Product Sales
No session includes a product recommendation, a referral incentive, or any commercial arrangement with financial product providers.
Annual Content Review
Programme materials are reviewed against current Thai regulations and market conditions each year before the next cohort begins.
Four Weeks Post-Session Access
Clarifying questions may be put to the facilitator for four weeks after completion, at no additional cost.
Small Session Sizes
Numbers are limited so the facilitator can engage directly with each participant's questions, not deliver a monologue.
In-Person Chiang Mai Location
All sessions are held at our Nimmanhaemin Road location. The in-person format is not incidental โ it is part of how the programmes work.
Transparent Pricing
Programme Fees in Thai Baht
All fees are inclusive. No additional costs for materials, workbooks, or post-session facilitator access.
Programme One
Foundations of Household Investing
5,400 THB
Four sessions
- All four sessions
- Reference workbook
- 4-week follow-up access
Programme Two
Reading Insurance with Care
8,700 THB
One full day
- Full-day workshop
- Printed question checklist
- 4-week follow-up access
Programme Three
Drawing the Map
11,500 THB
Weekend โ two long sessions
- Two full sessions
- Thai-context planning template
- 4-week follow-up access
Start where it makes sense
A conversation first, if you prefer
If you are considering more than one programme and want to understand which would be most useful where you are now, reach out and we will talk it through before you commit.
Get in Touch