Our Programs

Three Programs, One Clear Direction

Each program addresses a distinct area of personal finance — structured to work independently or build naturally on each other for a more complete picture.

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Our Teaching Approach

Our programs are built on the belief that adults learn best when material is presented clearly, when there is real space to ask questions, and when examples are drawn from a context the learner actually recognises.

Each session balances structured explanation with open discussion. We introduce concepts using Thai market examples, then make room for participants to explore how ideas connect to their own situation — at whatever level of depth they are comfortable with.

Explanation-led

Clear, jargon-aware delivery

Discussion-friendly

Questions welcomed throughout

Thai context

Local data and real examples

Progressive

Programs build on each other

Program 01 · Entry Level

Financial Literacy Starter

An approachable entry-level program covering financial terminology, common products, how interest calculations work, and how to read financial statements. No prior knowledge assumed — just a willingness to begin.

Topics covered

Core financial vocabulary and common product types

How simple and compound interest works

Reading and understanding a financial statement

Common financial risks and how they are managed

Introduction to Thai financial institutions and products

Duration

2 evening sessions

Price

฿2,800

Materials

Included

Session structure

Evening One — Building the Foundation

Core vocabulary, product types, and interest mechanics

Evening Two — Reading and Risk

Financial statements and an introduction to financial risk

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Program 02 · Intermediate

Insurance Review and Education

Helps participants evaluate their existing coverage and understand the options available to them — life, health, property, and critical illness. Includes a personalised coverage gap analysis for each participant.

Topics covered

Thailand's insurance regulatory framework

Life insurance — types, structures, and purposes

Health and critical illness coverage — what to look for

Property insurance — scope and limitations

Coverage gap analysis — understanding what may be missing

Duration

3 sessions / 2 weeks

Price

฿7,900

Gap Analysis

Included

Session structure

The Insurance Landscape

Insurance types and Thailand's regulatory environment

Coverage in Depth

Life, health, critical illness, and property — what to look for

Your Coverage Gap Analysis

Guided personal analysis and individual coverage discussion

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Program 03 · Advanced

Multi-Asset Portfolio Education

An advanced program exploring how different asset types work together. Covers correlation, rebalancing principles, and risk-adjusted thinking — with portfolio simulation exercises using historical Thai market data.

Topics covered

Asset classes — equities, bonds, cash, and alternatives

Correlation and how it shapes portfolio behaviour

Rebalancing — why, when, and how it is done

Risk-adjusted thinking in practice

Simulation exercises using historical Thai market data

Duration

5 sessions / 3 weeks

Price

฿14,100

Simulation

Included

Session structure

Asset Classes and How They Differ

Understanding what each asset type is and how it behaves

Correlation and Portfolio Construction

Combining assets and observing the effect

Risk-Adjusted Thinking

What risk-adjusted return means in practice

Simulation Workshop — Part One

Building scenarios with Thai market data

Simulation Workshop — Part Two and Review

Rebalancing exercises and group discussion

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Choosing the Right Program

A quick guide to help you decide where to begin

Feature	Literacy Starter	Insurance Review	Portfolio Education
Prior knowledge needed	None	Basic literacy helpful	Starter recommended first
Number of sessions	2	3	5
Personalised analysis	—
Simulation exercises	—	—
Resource pack included
Program fee	฿2,800	฿7,900	฿14,100

Best for

Financial Literacy Starter

Adults who feel uncertain about basic financial vocabulary or who find financial documents difficult to interpret. A calm, no-prerequisites starting point.

Best for

Insurance Review

Adults who wonder whether their existing coverage is adequate — or who have never thoroughly reviewed what policies they hold and what they actually cover.

Best for

Portfolio Education

Adults who are ready to explore how investments work together — and who want to move beyond savings accounts and deposits without needing a financial background.

Standards Across All Programs

Consistent commitments that apply regardless of which program you join

Privacy First

What you share in sessions remains confidential. PDPA-compliant data practices throughout.

Current Content

Program material is reviewed and updated regularly to reflect Thai regulations and market conditions.

Small Groups

6–12 participants per cohort. Space for real questions and personal pacing.

No Product Links

We are an independent education provider. No bank or insurer affiliations influence our teaching.

Program Fees

All-inclusive pricing — materials and analysis tools included

Entry Level

Financial Literacy Starter

฿2,800

per participant

2 evening sessions
Printed resource pack
Small group (6–12 people)
No prior knowledge needed

Enquire

Intermediate

Insurance Review

฿7,900

per participant

3 sessions over two weeks
Coverage gap analysis included
Thai insurance market focus
Printed resource pack

Enquire

Advanced

Portfolio Education

฿14,100

per participant

5 sessions over three weeks
Portfolio simulation exercises
Historical Thai market data
Data worksheets and resource pack

Enquire

All fees are in Thai Baht (THB) and include VAT. Payment by bank transfer or in-person at our Chatuchak office.

Not sure which program is the right starting point?

We're happy to talk it through with you. Send us a message or call during office hours and we'll help you identify the most comfortable place to begin.

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