Our Courses
Three Courses, Each Addressing a Different Life Moment
We do not offer a general curriculum and ask participants to adapt it to themselves. Each of our three courses is built around a specific set of circumstances that many adults in their forties, fifties, and sixties encounter.
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How We Deliver Each Course
Small-Group Sessions
Weekly live sessions held online, with in-person gatherings for the senior programme in Bangkok's Thonglor district.
Structured Materials
Printed and digital workbooks prepared before each session, designed for annotation and long-term reference.
Individual Mentoring
One-to-one conversations with a teaching mentor included in every course at no additional cost.
Follow-Up After Completion
Every programme includes a follow-up consultation after the course concludes, so questions that arise in practice can be addressed.
Course One
Starting Over Financially After Forty
A patient eight-week course for learners who have experienced a life change in their forties or beyond and want to rebuild their financial footing. The course addresses reviewing accounts after separation, divorce, or loss, understanding the Thai family law implications of recent changes, evaluating insurance coverage in a new life stage, and gently establishing fresh savings patterns suited to the present circumstances.
Participants receive a compassionate private workbook, meet in small cohorts of ten, attend weekly live sessions, and have access to individual conversations with a teaching mentor. Suitable for those navigating significant transitions with thoughtfulness.
What the Course Covers
- Reviewing and separating joint accounts and financial obligations
- Understanding Thai family law implications for assets and property
- Evaluating current insurance policies and identifying gaps
- Building a fresh monthly budget suited to a changed income situation
- Establishing savings patterns with a realistic starting point
- Understanding Social Security and provident fund entitlements in transition
How It Unfolds
- 1Weeks 1–2: Financial position review and account mapping
- 2Weeks 3–4: Thai legal framework for assets after relationship change
- 3Weeks 5–6: Insurance audit and protection planning
- 4Weeks 7–8: Rebuilding savings and establishing new patterns
This Course Is Suitable For
- Those who have recently separated or divorced
- Those managing finances independently for the first time
- Those who have experienced the loss of a partner
- Anyone who wants to understand their financial position clearly before moving forward
This Course Is Suitable For
- Those considering starting a business or consultancy in their fifties
- Those returning to education or retraining
- Those leaving employment to build an independent practice
- Anyone who wants to understand the financial runway required before making a significant career change
Course Two
Second Career Financial Planning
An eleven-week course for learners considering a meaningful career change in their fifties, whether entrepreneurship, consultancy, or a return to education. Topics include evaluating the financial runway required for a career transition, understanding Thai sole-proprietorship and company structures, maintaining retirement contributions during a career change, and planning cashflow during the uncertain months of establishing a new path.
The course includes weekly instruction, individual planning sessions, a business feasibility review, and a six-month follow-up consultation.
What the Course Covers
- Calculating personal financial runway for a career transition
- Thai sole-proprietorship and limited company structures
- Maintaining provident fund and retirement contributions during transition
- Cashflow planning during the income-uncertain phase of a new venture
- Business feasibility assessment with individual planning session
- Insurance and healthcare coverage during and after employment
How It Unfolds
- 1Weeks 1–3: Financial position assessment and runway calculation
- 2Weeks 4–6: Thai business structures and regulatory landscape
- 3Weeks 7–9: Cashflow modelling and retirement continuity
- 4Weeks 10–11: Business feasibility review and individual planning session
- 5Month 6: Follow-up consultation after course completion
Course Three
Most ComprehensiveComprehensive Later-Life Financial Stewardship
A fifteen-week senior programme bringing together retirement income design, estate planning, health care funding, family wealth conversations, and charitable giving into a coherent whole. The curriculum is delivered by a teaching team including a senior financial planner, a Thai inheritance attorney, a healthcare cost specialist, and a family communication facilitator.
Participants receive individual consultations with each specialist, attend three in-person gatherings at the Bangkok learning centre, complete a comprehensive personal financial organisation binder, and maintain advisory correspondence for a full year after the course. Cohorts are capped at six learners for depth of attention.
What the Course Covers
- Retirement income design — sourcing, sequencing, and drawing down
- Thai estate planning — wills, trusts, property transfer, and inheritance tax
- Healthcare cost planning for later life in Thailand
- Family wealth conversations and communication preparation
- Charitable giving structures available in Thailand
- Completing the personal financial organisation binder
Teaching Team for This Programme
Senior Financial Planner
Kanya Suthipong, CFP
Thai Inheritance Attorney
Prayuth Mongkol, LLB
Healthcare Cost Specialist
Aranya Thanakit
Family Communication Facilitator
Sirilak Woranut, MSc
This Course Is Suitable For
- Those approaching or in early retirement
- Those who want to organise their estate before it becomes urgent
- Those planning healthcare needs and costs for later life
- Those who want to have meaningful conversations with family about wealth and inheritance
Includes Three In-Person Gatherings
The senior programme includes three full-day in-person gatherings at our Thonglor learning centre — at weeks four, nine, and fourteen. These sessions allow for deeper working group discussion, one-to-one time with specialists, and review of participants' individual binders in progress.
Side by Side
Which Course Is Right for You?
Use this overview to compare what each course includes before reaching out to discuss your situation with us.
| Feature | Starting Over | Second Career | Stewardship |
|---|---|---|---|
| Duration | 8 weeks | 11 weeks | 15 weeks |
| Cohort size | Up to 10 | Individual | Up to 6 |
| Individual mentor sessions | ✓ | ✓ | ✓ |
| Multi-specialist team | — | — | ✓ |
| In-person Bangkok gatherings | — | — | 3 sessions |
| Business feasibility review | — | ✓ | — |
| Thai inheritance attorney | — | — | ✓ |
| Personal financial binder | — | — | ✓ |
| Post-course follow-up | Included | 6 months | Full year |
| Fee (THB) | ฿7,900 | ฿23,700 | ฿38,000 |
Standards Across All Courses
What You Can Rely On in Every Programme
Confidentiality
All personal financial information shared within sessions and individual consultations is treated as strictly private and protected under Thai PDPA requirements.
Current Content
All course materials are reviewed before each new intake and updated to reflect any changes to Thai tax, legal, or regulatory conditions.
Cohort Integrity
We never add participants to a cohort once it has started, and we never exceed stated cohort size limits to accommodate demand.
Not Sure Which Course Fits Your Situation?
A short conversation is the most useful next step. We will listen carefully and suggest the course that makes the most sense — or tell you honestly if now is not the right time.
Book a Conversation