Financial Education Programs
Structured learning experiences designed to build practical financial competence at every stage of your journey.
Return HomeOur Educational Approach
All our programs share a common methodology centered on practical application, respect for individual circumstances, and content specifically designed for the Thai context. We provide structured frameworks that participants can adapt to their own financial situations, supported by comprehensive materials and ongoing guidance.
Structured Curriculum
Each program follows a carefully designed sequence that builds understanding progressively, ensuring participants develop genuine competence.
Practical Application
Every session includes time for working with your own financial information, not just discussing theory or watching examples.
Comprehensive Materials
All participants receive templates, worksheets, and reference guides designed for continued use after the program concludes.
Our Programs
Choose the program that aligns with your current financial learning needs.
Budgeting Essentials Program
฿11,500
A practical four-session program that guides participants through creating and maintaining a personal or household budget. We focus on income mapping, expense categorization, surplus allocation, and long-term tracking habits in a non-judgmental environment that respects your current financial situation.
Key Benefits:
- Personalized budget template that fits your situation
- Habit-tracking framework for maintaining budgets over time
- Work with your actual financial numbers in confidential setting
- Quick reference card summarizing key principles
Program Structure:
- Session 1: Income mapping and cash flow analysis
- Session 2: Expense categorization and tracking methods
- Session 3: Surplus allocation strategies
- Session 4: Long-term tracking and habit formation
Duration: 4 weeks (one 2-hour session per week)
Best for: Individuals or households at any income level looking to organize their finances
Tax Awareness and Planning Workshop
฿24,000
A two-day workshop helping individuals and small business owners develop practical understanding of Thailand's tax landscape. Topics include personal income tax structure, deductible expense categories, filing timelines, and common planning considerations that may reduce unnecessary tax burden.
Key Benefits:
- Worked examples and interactive calculation exercises
- Comprehensive reference handbook for future use
- Digital tax calendar with reminder templates
- Understanding of deductible expenses for your situation
Workshop Topics:
- Thai personal income tax structure and rates
- Deductible expense categories and documentation
- Filing timelines and procedures
- Common planning considerations for individuals
- Small business tax obligations in Thailand
- Record-keeping best practices
Duration: 2 days (7 hours each day, including breaks)
Best for: Self-employed individuals, small business owners, or anyone wanting better tax understanding
Wealth Stewardship Program
฿68,500
A twelve-week comprehensive program for individuals or families taking a deliberate approach to managing accumulated assets. The curriculum addresses asset protection frameworks, intergenerational wealth considerations, philanthropic planning, and the psychology of financial decision-making.
Key Benefits:
- Twelve weeks of structured curriculum
- Three private consultation sessions included
- Personalized stewardship plan document
- Facilitated reflection exercises to articulate values
Program Coverage:
- Asset protection frameworks and considerations
- Intergenerational wealth transfer planning
- Philanthropic planning and giving structures
- Psychology of financial decision-making
- Values articulation and alignment
- Long-term stewardship strategies
Duration: 12 weeks (weekly 2-hour sessions plus three private consultations)
Best for: Individuals or families with accumulated assets seeking comprehensive planning approach
Program Comparison
Compare key features to help you choose the right program for your current needs.
| Feature | Budgeting Essentials | Tax Awareness | Wealth Stewardship |
|---|---|---|---|
| Duration | 4 weeks | 2 days | 12 weeks |
| Investment | ฿11,500 | ฿24,000 | ฿68,500 |
| Group sessions | |||
| Private consultations | — | — | 3 sessions |
| Personalized plan | — | ||
| Reference materials | |||
| Follow-up support | |||
| Best for | Daily finance organization | Tax understanding | Comprehensive planning |
Shared Program Standards
Qualities maintained across all our educational offerings.
Confidentiality
All financial information shared remains completely confidential. We maintain strict privacy protocols in both group and individual settings.
Format Options
All programs available in-person at our Bangkok location or online via secure video platform. Choose the format that works best for you.
Small Groups
Limited enrollment ensures personalized attention and opportunity for meaningful discussion while learning alongside others.
Thailand Context
All content addresses Thai regulations, banking systems, and cultural considerations relevant to managing finances in Thailand.
Comprehensive Materials
All participants receive professionally designed templates, reference guides, and frameworks for continued use after program completion.
Ongoing Support
Email support remains available after program completion. Reach out with questions as you implement what you've learned.
Program Investment
Transparent pricing for each educational program. All fees include materials and stated benefits.
Budgeting Essentials
- 4 weekly sessions
- Personalized templates
- Reference materials
- Follow-up support
Tax Awareness
- 2-day intensive workshop
- Reference handbook
- Digital tax calendar
- Follow-up support
Wealth Stewardship
- 12-week program
- 3 private consultations
- Personalized plan
- Ongoing support
All prices include program materials, templates, and follow-up support. Payment plans available for the Wealth Stewardship Program. Contact us to discuss your options.
Ready to Begin?
If you'd like to discuss which program might align with your current needs or have questions about enrollment, we're here to help.