Financial education session
Our Programmes

Three programmes,
each for a different stage

This page gives a full account of what each Siriwong programme involves โ€” the topics covered, what is included, and how to decide which one is right for you.

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Our Approach

How Siriwong programmes are designed

Sequential, not scattered

Each week builds on the last. Topics are introduced in an order that makes them easier to absorb โ€” context before detail, structure before specifics.

Discussion, not lecture

Sessions are structured conversations, not presentations. Participants are expected to raise their own situations; that is how the material becomes useful.

Practical outputs

Workbooks, planning worksheets, and in the advanced programme, individual governance documents โ€” the tangible items you take away have a clear purpose in your own financial life.

Programme 1 ยท 7 Weeks ยท Foundational

Essential Money Topics for Thai Households 40+

A grounded seven-week course covering the essentials of household finance for learners entering mid-life. Designed for people who are new to structured financial study but want to understand their own situation clearly and without dependence on advisors with a product to offer.

Topics covered

  • Reading pay slips and Thai personal income tax statements
  • Maintaining healthy household cashflow while supporting ageing parents
  • Setting up and maintaining an appropriate emergency reserve
  • Reviewing existing insurance coverage and identifying gaps
  • Basic introduction to Thai savings products and deposit options

Programme steps

1
Enrolment and orientation โ€” Introductory session, workbook delivered by post, cohort introductions
2โ€“6
Weekly live sessions โ€” Structured content, discussion, and Q&A with teaching mentor
7
Review and closing session โ€” Individual reflection, next steps discussion, programme summary
Household finance planning

What is included

7 weekly live video sessions
Full recording access
Printed workbook posted to your address
Small cohort of 12 peers
Office hours access with teaching mentor
เธฟ7,500 Per person, full programme
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Retirement income planning

What is included

11 weekly live video sessions
Full recording access
Printed workbook posted to your address
Personalised income-design worksheet
3 individual planning consultations
Follow-up consultation 9 months after completion
เธฟ22,600 Per person, full programme
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Programme 2 ยท 11 Weeks ยท Experienced

Retirement Income Architecture

An eleven-week course for learners five to twelve years from retirement who want to design their income picture with intention. This programme works best for those who already have some familiarity with financial concepts and want to apply that understanding to their own retirement situation in Thailand.

Topics covered

  • Mapping expected pension and provident fund distributions
  • Planning withdrawal sequences that manage Thai income tax thoughtfully
  • Understanding Thai annuity products as one component of a wider picture
  • Stress-testing income plans against realistic health cost scenarios
  • Setting household spending frameworks for retirement years

Programme steps

1โ€“2
Orientation and income mapping โ€” Establish your current picture, introduce planning frameworks
3โ€“9
Weekly topic sessions โ€” Deep-dive modules with individual consultation scheduled at weeks 4, 7, and 10
10โ€“11
Income plan review and completion โ€” Review personalised worksheet, finalise your income architecture
+9mo
Follow-up consultation โ€” Scheduled nine months after the programme ends
Programme 3 ยท 14 Weeks ยท Advanced ยท Limited to 7

Family Office Foundations and Wealth Transition

A fourteen-week advanced programme for learners with substantial assets who are preparing their family for intergenerational wealth transition. This programme involves individual work with three specialists โ€” a senior financial planner, a Thai estate attorney, and a family dynamics consultant โ€” alongside the structured curriculum.

Topics covered

  • Drafting formal family governance documents and spending policies
  • Thai and cross-border estate structures for asset transfer
  • Preparing adult children to participate in financial stewardship
  • Setting family philanthropic commitments and endowment structures
  • Coordinating with professional advisors โ€” tax, legal, and investment โ€” over time
  • Family dynamics and communication around wealth and succession

Programme steps

1โ€“3
Asset landscape and governance foundations โ€” Map current structure, introduce governance principles
4โ€“10
Estate and family planning modules โ€” Weekly sessions with specialist contributors, individual consultations
3ร—
In-person gatherings in Bangkok โ€” For topics that benefit from face-to-face discussion with specialists
11โ€“14
Document finalisation and year-ahead planning โ€” Complete governance documents, establish ongoing advisory relationships
+1yr
Advisory correspondence โ€” A year of follow-up advisory contact after completion
Wealth transition planning

What is included

14 weekly structured sessions
Individual work with senior financial planner
Thai estate attorney as programme contributor
Family dynamics specialist involvement
3 in-person Bangkok gatherings
12 months of follow-up advisory correspondence
เธฟ37,800 Per person โ€” enrolment limited to 7
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Programme Comparison

Choosing the right programme

This table helps you identify which programme fits your current situation. When in doubt, reach out โ€” a short conversation is usually enough to clarify the right path.

Feature Essential (เธฟ7,500) Retirement (เธฟ22,600) Advanced (เธฟ37,800)
Duration 7 weeks 11 weeks 14 weeks
Best for New to structured study 5โ€“12 years from retirement Substantial assets, family transition
Live sessions
Individual consultations โ€” 3 sessions Multiple
In-person Bangkok gatherings โ€” โ€” 3 gatherings
Post-programme advisory โ€” 9-month follow-up 12-month correspondence
Cohort size Up to 12 Up to 12 Maximum 7
Across All Programmes

Standards that apply regardless of which programme you choose

Data confidentiality

Personal and financial information shared during sessions is never disclosed to third parties.

No product referrals

Instructors do not receive commissions and do not recommend specific financial products.

Annual curriculum review

Content is reviewed against current Thai law and regulations at the start of each year.

Session recordings

All live sessions are recorded and made available to enrolled participants who cannot attend at the scheduled time.

Qualified instructors

Lead faculty hold certified financial planner qualifications; external specialists are independently licensed.

Learner feedback review

Structured feedback is collected mid-programme and at completion; findings inform each subsequent cohort.

Not sure which programme is right for you?

Reach out with a few lines about where you are โ€” we can usually tell you in one short conversation whether there is a programme suited to your situation, and if so, which one.

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