Three Programs.
One Thoughtful Approach.
Each program addresses a distinct area of personal finance — all delivered with the same patient, context-driven approach.
← Back to HomeHow We Approach Financial Learning
Each of our programs follows the same foundational framework: we begin where participants are, not where we think they should be. That means an initial discussion to surface existing knowledge and concerns, followed by structured content that builds systematically and includes regular space for questions.
We use a mix of explanation, worked examples drawn from Thai financial life, and guided exercises. Every participant receives written materials to keep. Sessions end with a clear summary and a simple action item — something concrete that can be applied before the next session begins.
Our facilitators do not rush. If a concept requires revisiting, we revisit it. If a participant's situation raises a question outside the planned content, we address it thoughtfully. This flexibility is part of what makes small cohorts work.
Initial Assessment
Understanding where each participant is starting from — their knowledge, concerns, and goals for the program.
Structured Content Delivery
Concepts introduced sequentially, with Thai examples, worked exercises, and consistent opportunities to ask questions.
Practice and Application
Each session includes applied exercises using real scenarios — building familiarity with the tools and decisions involved.
Takeaway and Next Steps
A clear summary, written materials, and one practical action to complete before the following session (where applicable).
Smart Shopping Workshop
A practical, focused day workshop that gives adults concrete tools for making purchasing decisions with greater care and confidence. This program is not about deprivation — it's about understanding the full picture before you commit to a purchase, whether that's a new household appliance, a vehicle, or everyday supermarket decisions.
What You'll Cover
- Comparison methods across product categories
- Understanding promotions and discount structures in Thai retail
- Timing larger purchases to align with budget cycles
- Recognising and managing impulse spending patterns
- A step-by-step decision framework for significant purchases
Thai Stock Market Fundamentals
A structured four-session program that builds genuine understanding of how the Stock Exchange of Thailand operates — what companies are listed, how their shares are priced, what sector dynamics mean, and how to think about holding a portfolio. This program emphasises education over action; participants leave with understanding, not a portfolio strategy.
What You'll Cover
- How the SET is structured and regulated
- Reading and interpreting company financial statements
- Sector analysis and understanding industry dynamics
- Portfolio thinking — diversification, risk tolerance, time horizon
- The difference between investing and speculation
Widowhood Financial Transition
A compassionate five-session program spread over one month — giving adequate time and space to process the practical financial steps that follow the loss of a spouse. Sessions are structured to be manageable, never overwhelming. The pace respects where each participant is, emotionally and practically. The program covers the decisions that must be made, the documents that need attention, and the confidence that comes from understanding your financial position clearly.
What You'll Cover
- Immediate financial steps — what needs attention first
- Understanding and claiming benefits under Thai law
- Transitioning joint accounts, properties, and policies
- Building a clear picture of your own financial position
- Developing confidence as a sole financial decision-maker
Choosing the Right Program
Not sure which program fits your situation? This overview may help — and you're always welcome to get in touch and we'll talk it through.
| Feature | Smart Shopping | Stock Market | Widowhood Transition |
|---|---|---|---|
| Duration | 1 full day | 4 half-days | 5 sessions / 1 month |
| Investment | ฿3,100 | ฿8,200 | ฿13,800 |
| Best for | Everyday spending | Equity curiosity | Life transition support |
| Prior knowledge needed | None | None | None |
| Take-home materials | |||
| Can be combined |
Standards That Apply to Everything We Do
Data & Privacy
Participant information is never shared or used beyond program administration.
Consistent Quality
Every cohort receives the same standard of preparation, materials, and facilitation.
Responsive Support
Questions and enquiries are responded to within one working day.
Continuous Improvement
Participant feedback shapes every future iteration of each program.
Program Pricing
All prices are inclusive of materials. No additional charges apply.
Not Sure Where to Start?
We're happy to have a straightforward conversation about your situation and help you decide whether — and which — program would be a good fit.
Get in Touch