Programmes
Three Learning Programmes, Each Addressing a Different Question
Investing foundations, social security structures, and cross-border household finances — each addressed in depth, in a small group, with Thai-market context and no product interests at play.
Back to HomeOur Methodology
How the Programmes Are Structured
Built Around Your Questions
Each programme begins by surfacing what participants already know and what they most want to understand. The content is delivered in that context, not against a fixed agenda that ignores what the room needs.
Sequential, Not Scattered
Sessions within a programme build on each other. The material covered in session one provides the framework for session two. Participants leave each session with a clearer picture than they arrived with.
Grounded in Thailand
All regulatory references, market examples, and case material draw on the Thai financial environment. Participants are not learning about a generic global system — they are learning about the one they live and work in.
The First Steps of Investing After Forty
A foundational programme for adult readers who have arrived at investing later than they wished. The facilitator works through the essentials in plain language without judgement — what stocks and bonds are, what funds are, what time horizon means in practice — and discusses the considerations particular to readers in their forties and fifties. Materials draw on Thai-market examples.
- Stocks, bonds, and funds — explained without assumption
- Time horizon and what it means at forty vs twenty-five
- Thai investment fund structures — LTF, RMF, and beyond
- Reading a fund factsheet without a financial background
- Participants leave with a reading list and a one-page personal note
฿5,400
per participant · four sessions
A Considered Reading of Social Security
A workshop on the structure of the Thai Social Security Office system, its place within a household retirement picture, and the considerations of voluntary contributions for those who are self-employed or recently retired. The facilitator is an educator, not a representative of the SSO. Participants are encouraged to consult the SSO directly for personal account details.
- How the SSO system is structured and what it provides
- Its place alongside other retirement income sources
- Voluntary contribution — when and whether it makes sense
- Considerations for the self-employed and recently retired
- Printed reference card included
฿7,800
per participant · two sessions
Wealth Conversations Across Borders
A weekend programme for households with mixed-nationality membership or holdings across more than one country. Topics include currency considerations, the structure of cross-border savings, the considerations of property held in different jurisdictions, and the patient conversations these arrangements often invite within the family. A printed reference packet is provided.
- Currency and exchange considerations for household finances
- Cross-border savings structures and the considerations involved
- Property held in different jurisdictions — what to be aware of
- Family conversations that cross-border arrangements invite
- Printed reference packet included
฿11,400
per participant · weekend format
Choose Your Starting Point
Programme Comparison
Each programme addresses a distinct area. Some participants find one sufficient; others attend two or all three over time.
| Feature | First Steps ฿5,400 · 4 sessions |
Social Security ฿7,800 · 2 sessions |
Cross-Border ฿11,400 · weekend |
|---|---|---|---|
| Best for… | Those new to investing | Self-employed, recently retired | Mixed-nationality households |
| Prior knowledge needed | None | None | Basic helpful |
| Thai-market examples | |||
| Printed reference materials | Reading list + personal note | Reference card | Reference packet |
| Suitable for couples | Recommended | ||
| SSO structure covered | |||
| Cross-border topics |
Standards
Shared Across All Programmes
Participant Privacy
Personal financial information discussed during sessions is treated as confidential and not shared beyond the facilitator.
No Product Interests
No distribution agreements are held. No commission is received from any financial institution, fund, or insurance product.
Annual Material Review
All programme materials are reviewed each year against changes in Thai regulatory frameworks, fund structures, and SSO rules.
Participant Evaluation
Written evaluations are completed at the end of each programme. Results are reviewed in full and used to improve subsequent cohorts.
Pricing
Programme Fees
All fees are per participant. Couples attending the same programme are welcome; please mention this when enquiring.
First Steps of Investing
Four sessions
฿5,400
per participant
- Four small-group sessions
- Reading list provided
- One-page personal note
- Thai-market examples throughout
Social Security Workshop
Two sessions
฿7,800
per participant
- Two focused sessions
- SSO structure in depth
- Voluntary contribution review
- Printed reference card
Wealth Across Borders
Weekend — two sessions
฿11,400
per participant
- Weekend intensive format
- Currency and jurisdiction topics
- Family conversation guidance
- Printed reference packet
Not Sure Which to Start With?
A brief exchange about your situation is enough for us to suggest a reasonable starting point. Send a note and we will respond within one working day.
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