Financial education courses

Three courses, designed
for different stages
of later-life planning

Each course is self-contained. You do not need to complete one before enrolling in another. Choose based on where you are now, not where you think you should be.

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How we design each course

Thai context first

Every concept is explained as it applies within Thailand — not adapted from an international template.

Sequential structure

Each week builds on the last. Nothing is introduced before the groundwork is in place.

Application exercises

Every module includes an exercise grounded in real scenarios — not hypothetical ones.

Annual updates

Course content is reviewed yearly against current Thai regulations and market conditions.

Gentle Income Strategies for Later Years
7 weeks

Gentle Income Strategies for Later Years

An introduction to sustainable income ideas for learners approaching or in retirement. The course covers dividend funds, bond ladders, and coupon-bearing instruments as they exist in the Thai market — and is careful to distinguish between income that is genuinely sustainable and income that merely appears to be so.

What you will cover

Thai equity funds and dividend classification
Bond ladder construction in the Thai fixed-income market
Coupon-bearing instruments — how they work, what they don't tell you
Realistic income estimation — evidence over optimism
Tax treatment of investment income in Thailand
฿3,490 Enquire
11 weeks

Rental Income and Small Asset Management

An eleven-week programme for those who own a small rental property or are considering one as part of a later-life income structure. The course takes an honest view of rental property — including the less visible costs and the important question of whether a rental holding continues to suit as the owner ages.

What you will cover

Realistic rental yield estimation — net, not gross
Maintenance reserve budgeting and vacancy planning
Tenant relationship considerations within Thai rental custom
Thai revenue department tax treatment of rental income
Long-term suitability: when to hold, when to reconsider
฿6,990 Enquire
Rental Income and Asset Management
Whole-Portfolio Income Design
Most Complete
15 weeks

A Whole-Portfolio Income Design

The most comprehensive course we offer. It integrates dividend, interest, pension, and small property income into a coherent later-life cashflow design — and closes with a personal income architecture document that participants take away as a working reference.

What you will cover

Sequence-of-withdrawal considerations — protecting capital as you draw down
Reserve layering — how to build buffers across income streams
Coordinating income streams with Thai tax outcomes
Integrating provident fund and pension entitlements
Personal income architecture document — produced during the course
Two optional mentor conversations with a specialist
฿10,890 Enquire

Choosing the course that fits your situation

Feature Gentle Income
฿3,490 · 7wk
Rental Income
฿6,990 · 11wk
Whole Portfolio
฿10,890 · 15wk
Thai market instruments
Dividend & bond income
Rental property income
Thai rental law & custom
Pension & provident fund integration
Sequence-of-withdrawal planning
Personal income architecture document
Mentor conversations (optional) ×2
12-month access

Not sure which course suits? Ask us directly — we will tell you what we think honestly.

Standards that apply regardless of which course you choose

Data security

Participant information is stored securely and is never shared with third parties for marketing purposes.

Education, not advice

All courses are educational in nature. We are clear that personal financial decisions require a licensed adviser.

Annual updates

Courses are reviewed at least once per year against current Thai regulations, tax rules, and market conditions.

Self-paced access

No deadlines. Twelve months of access. No pressure to complete on a schedule that is not your own.

Support in Thai & English

Our team can respond in both languages. Financial nuance sometimes requires your first language.

Instalment options

We will work out a comfortable payment arrangement if the upfront fee presents difficulty. Contact us directly.

Which course suits where you are right now?

Send us a message and we will help you figure out the most sensible starting point — without any pressure to choose the most expensive option.

Ask Us Directly