Financial planning in Thailand

Our Programmes

Three Paths, Each Built for a Different Starting Point

Whether you are new to structured financial study or ready for a comprehensive long-term planning process, maleeinsad has a programme that matches where you are now.

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Our Methodology

How We Teach

All maleeinsad programmes share a common structure: weekly group sessions that build understanding progressively, individual consultation calls with practitioners, printed reference materials designed for offline use, and a follow-up period after the course ends.

This structure reflects a considered view that financial education for adults at midlife requires more than information delivery. It requires time to ask questions, space to apply concepts to one's own household, and access to practitioners who can help with the gaps between general knowledge and individual circumstances.

Every cohort is limited in size. This is not a scalability constraint — it is a deliberate feature. When a group is small enough that everyone knows each other's name by the second session, the quality of conversation changes.

Max 12
Learners Per Cohort
3
Licensed Disciplines on Teaching Team
Annual
Curriculum Review Cycle
12mo
Max Post-Course Follow-Up
Financial Foundations for Thai Parents 40+
7 Weeks Suitable for beginners

Financial Foundations for Thai Parents 40+

A thoughtful seven-week course for learners balancing financial responsibilities across generations — children, aging parents, and themselves. The course covers mapping household cashflow across multi-generational responsibilities, understanding the Thai provident fund alongside children's education savings, reviewing insurance coverage with current life circumstances in mind, and setting savings rhythms that account for realistic household demands.

Key topics covered

  • Multi-generational household cashflow mapping
  • Thai provident fund basics and children's education savings coordination
  • Insurance coverage review at midlife
  • Savings rhythms suited to realistic household demands

What is included

  • 7 weekly live sessions (online or Bangkok location)
  • Printed course materials and summary cards
  • 2 individual conversations with a teaching mentor
Course fee
฿6,600
Enquire Now
Mid-Life Tax-Aware Financial Planning
9 Weeks Intermediate Most Popular

Mid-Life Tax-Aware Financial Planning

A nine-week intermediate course for learners who wish to bring tax awareness into their household planning. Topics include understanding the Thai personal income tax calendar and recurring opportunities, maximising RMF and SSF contributions during peak earning years, coordinating spouse and family filings thoughtfully, and planning property-related tax considerations across provinces.

Key topics covered

  • Thai personal income tax calendar and recurring planning opportunities
  • Maximising RMF and SSF contributions during peak earning years
  • Coordinating spouse and family filings thoughtfully
  • Property-related tax considerations across Thai provinces

What is included

  • 9 weekly instruction sessions
  • Personal tax-planning worksheet reviewed privately by a Thai tax practitioner
  • 3 private consultation calls with a Thai tax practitioner
  • Follow-up correspondence at the six-month mark
Course fee
฿16,800
Enquire Now
Comprehensive Wealth and Legacy Academy
14 Weeks Senior Programme Limited to 6 learners

Comprehensive Wealth and Legacy Academy

A fourteen-week senior programme for learners ready to address their long-term wealth and legacy in an integrated way. The curriculum covers retirement income architecture, Thai estate planning with cross-border coordination, lifetime gifting strategies under current tax structures, family governance conversations, charitable giving integration, and preparing adult children to participate in financial stewardship.

Key topics covered

  • Retirement income architecture and drawdown strategy
  • Thai estate planning with cross-border coordination
  • Lifetime gifting under current Thai tax structures
  • Family governance and stewardship conversations
  • Charitable giving integration and legacy documentation

What is included

  • Individual work with: senior financial planner, Thai estate attorney, tax practitioner, and family communication specialist
  • 3 in-person gatherings in Bangkok (Sathon)
  • 12 months of follow-up correspondence
  • Staged payment arrangement available on request
Course fee
฿35,400
Enquire Now

Help Choosing

Which Programme Fits Where You Are?

Feature Foundations
฿6,600
Tax-Aware Planning
฿16,800
Wealth & Legacy
฿35,400
Duration 7 weeks 9 weeks 14 weeks
Suitable for Beginners Intermediate Senior / comprehensive
Weekly live sessions
Individual mentor calls 2 calls 3 calls Ongoing
Personal worksheet reviewed
Estate planning coverage
In-person Bangkok sessions 3 gatherings
Post-course follow-up 6 months 12 months

Unsure which path fits your situation? Get in touch for a conversation — no commitment involved.

Shared Across All Programmes

No Product Conflicts

Instructors have no commercial relationships with financial product providers. Guidance is educational.

Confidential Consultations

Personal financial information shared in sessions and worksheets is subject to our confidentiality policy.

Printable Materials

All reference guides and summary cards are designed for offline reading and long-term retention.

Updated Content

All course materials reviewed against current Thai legislation before each new cohort begins.

Ready to Explore Which Path Is Right for You?

We will arrange a short introductory call to understand your situation and help you decide — before any enrolment is made.

Book a Free Introduction