Financial education programs overview

Our Programs

Three Paths to Financial Clarity

Carefully structured programs for adults in Bangkok who want to engage with their finances on their own terms.

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Our Methodology

How We Approach Financial Education

1

Understand First

Each program starts by establishing shared context — what participants already know, what they want to understand better, and what's most relevant to their lives.

2

Practice Together

Core concepts are introduced through worked examples, real Thai data, and exercises done in the room — not abstract diagrams or overseas case studies.

3

Leave with Something Real

Every program concludes with materials participants take home — a checklist, reference guide, or written personal document they can return to and use.

Program 1 of 3

Digital Banking Comfort Course

A patient, step-by-step program for adults who want to feel genuinely at ease with online and mobile banking. Participants work with real Thai banking apps in a supportive setting, covering the most common — and most anxiety-inducing — everyday tasks.

What the Course Covers

  • Logging in securely and understanding two-factor authentication
  • Making transfers via PromptPay and banking apps
  • Paying utility bills, taxes, and services online
  • Reading account statements and spotting errors
  • Identifying and avoiding common phone and email scams
  • What to do if something goes wrong

Session Structure

1

Half-Day Session 1

Security fundamentals, app orientation, PromptPay and basic transfers

2

Half-Day Session 2

Bill payment, statement reading, scam recognition, Q&A and takeaway checklist

Course Fee

฿2,800

Duration

2 half-day sessions

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Digital banking practice session
Real estate income awareness program

Program 2 of 3

Real Estate Income Awareness

An educational program exploring the fundamentals of rental property in the Thai market. Using real Bangkok and regional data, participants learn to evaluate locations, calculate rental yields, understand tenancy basics, and navigate the regulatory landscape.

What the Course Covers

  • How to evaluate a Bangkok neighbourhood for rental demand
  • Calculating gross and net rental yield from real figures
  • Tenant search, lease agreements, and deposit practices
  • Thai property ownership regulations relevant to buyers
  • Common risks and how experienced landlords manage them
  • Market data review and discussion exercise

Session Structure

1

Session 1 — Market Fundamentals

Location evaluation, yield calculation, using Bangkok market data

2

Session 2 — Tenancy & Regulation

Lease basics, tenant management, Thai property law awareness

3

Session 3 — Risk & Review

Common risks, case discussion, participant Q&A and reference materials

Course Fee

฿8,400

Duration

3 sessions over 2 weeks

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Program 3 of 3

Comprehensive Risk Management

An advanced program teaching participants to identify, evaluate, and address the financial risks that matter most in their own circumstances. Covers market exposure, health costs, property risk, and personal liability. Participants produce a written personal risk summary during the course.

What the Course Covers

  • Understanding your personal risk profile and priorities
  • Market risk: what exposure you may carry and how to assess it
  • Health and long-term care cost planning awareness
  • Property risk: damage, vacancy, and liability considerations
  • Reviewing insurance coverage with clarity
  • Building a personal mitigation strategy document

Session Structure

1

Introduction & Profile

Understanding risk categories, completing your personal risk profile

2

Market & Health Risk

Exposure awareness, health cost planning, insurance review basics

3

Property Risk

Physical, vacancy and liability risks for property owners

4

Mitigation Strategies

Working through options and beginning your written strategy document

5

Review & Completion

Finalising your personal risk document, group Q&A and next steps

Course Fee

฿14,400

Duration

5 sessions over 3 weeks

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Risk management program

Which Program Is Right for You?

Program Comparison

Use this overview to get a sense of how our three programs compare — or contact us and we'll help you decide.

Feature Digital Banking Real Estate Risk Management
Sessions 2 half-days 3 sessions 5 sessions
Duration ~1 week 2 weeks 3 weeks
Course Fee ฿2,800 ฿8,400 ฿14,400
Hands-on exercises
Personalised written document Checklist Reference guide Risk strategy doc
Best for App anxiety, online security Property owners or curious buyers Approaching retirement, asset protection

Shared Across All Programs

Professional Standards We Uphold

Data Privacy

Participant information is used only for course administration and follow-up communication. It is never shared with third parties.

Annual Content Review

All programs are reviewed at least once a year to reflect updates to Thai regulations, app interfaces, and market conditions.

Education Only

We do not give personalised financial, tax, or legal advice. Our programs build knowledge — decisions remain entirely yours.

Feedback-Driven

Structured feedback forms are used after every session. Results are reviewed and acted upon before the next cohort begins.

Transparent Scope

Before enrolment, participants receive a clear overview of what each course covers and what lies outside its scope.

Inclusive by Design

No financial background is assumed. Programs welcome participants with varied levels of prior knowledge and different life circumstances.

Not Sure Where to Begin?

Reach out and we'll have a brief conversation about what you're hoping to understand better. There's no pressure — just a helpful discussion.