Our Programmes
Three Programmes, Each Built Around Real Financial Life
Each programme addresses a specific area of personal finance that matters to adults in Northern Thailand — clearly structured, practically focused, and respectfully delivered.
← Back to HomeOur Approach
How We Design Each Programme
Contextually Grounded
Every programme draws on the specific institutions, rules, and cultural practices of Northern Thailand rather than generic national standards.
Practically Structured
Participants leave each session with a completed template, a filled-in framework, or a set of steps they can act on immediately — not just notes from a lecture.
Respectful of Your Time
Half-day and full-day formats are chosen to match the natural time commitments of working adults. Multi-session programmes spread over weeks, not consecutive days.
Programme One
Financial Calendar Setup
A practical half-day workshop that guides each participant through building a personalised annual financial calendar. This is not a generic planner — it is structured around the Thai fiscal year, Regional Revenue Office deadlines, insurance renewal cycles, and the investment review dates that matter to someone living and working in Northern Thailand.
By the end of the session, each participant takes home a completed printable calendar and a digital template they can update each year. The pace is relaxed and questions are welcomed throughout.
- Thai Revenue Department tax deadlines mapped in clearly
- Insurance and provident fund renewal reminders
- Investment review dates and cooperative bank meeting cycles
- Printable and digital templates included
- Bilingual materials in English and Thai
Process steps:
Programme Two
Cooperative Bank Services Education
Two full-day sessions dedicated to understanding cooperative banking and credit union services as they actually operate across Thailand. Many adults hold accounts or memberships in cooperatives without fully understanding the benefits available to them — or what they are entitled to ask for.
This programme covers membership advantages, the different savings programmes available, how lending terms compare to commercial banks, and how dividend structures work. Participants leave with a clearer sense of what their cooperative membership is worth and how to use it more effectively.
- Cooperative vs commercial bank comparison, plainly explained
- Savings programme types and their realistic returns
- Lending terms — how to read and compare them
- Dividend structures and member annual general meetings
- How to make the most of existing membership
Programme Three
Philanthropic Financial Planning
A five-session programme spread across three weeks for adults who want to make charitable giving a considered and sustainable part of their long-term financial life. In Northern Thailand, giving to temple communities, local charities, and extended family networks carries deep cultural meaning — this programme helps participants structure that giving in ways that are financially sound as well as personally meaningful.
Topics include structured giving frameworks, Thai tax-deductible donation methods, legacy philanthropy through family funds, and how to create a giving plan that endures across years and decades.
- Structured giving frameworks adapted to Thai cultural contexts
- Tax-efficient donation methods under Thai Revenue Department rules
- Legacy philanthropy — family funds and enduring giving plans
- Realistic annual giving budgets that fit personal finances
- Community and temple giving structures in Northern Thailand
Choosing a Programme
Which Programme Suits You?
Each programme stands on its own and can be attended independently. Many participants choose more than one over time.
| Aspect | Calendar Setup | Cooperative Banking | Philanthropic Planning |
|---|---|---|---|
| Best for | Getting organised for the year ahead | Understanding your cooperative membership | Structuring meaningful, lasting giving |
| Duration | 1 half-day | 2 full days | 5 sessions / 3 weeks |
| Fee | ฿3,100 | ฿7,900 | ฿14,400 |
| Materials included | |||
| Thai & English bilingual | |||
| Post-session access |
Not sure which programme is right for you? Contact us and we will be glad to talk it through.
Shared Standards
Consistent Quality Across All Programmes
Privacy and Confidentiality
All participant information and any financial details discussed in sessions remain strictly confidential. No sharing with third parties, ever.
Annual Content Review
Every programme is reviewed and updated each year to reflect current Thai tax legislation, cooperative banking regulations, and giving frameworks.
Capped Attendance
A maximum of twelve participants per session ensures individual attention and a comfortable learning environment.
Educational Scope Only
We provide financial education, not personalised financial advice. This boundary is clearly communicated and consistently maintained across all programmes.
Post-Session Support
Participants may contact us by phone or email for up to three months after their session with content-related questions.
Feedback-Driven Improvement
Written feedback is collected after each session and reviewed by the facilitation team. Suggestions are taken seriously and acted on where appropriate.
Next Step
Ask Us About Any of These Programmes
We welcome questions by phone, email, or through the contact form on our home page. There is no obligation and no hurry.