Chiang Mai · Thailand

Understanding your finances — at your own pace

Three carefully structured programmes for adults 40 and beyond who want a clearer picture of their financial life — without the noise or pressure.

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+66 53 482 7196 [email protected] Chiang Mai, Thailand

Our Programmes

Three paths forward

Each programme is designed with a specific stage of the journey in mind. Choose the one that fits where you are today.

Six Weeks · Starting Level

Financial Clarity for the Middle Years

A reflective programme for those seeking a careful baseline of their financial situation at forty and beyond. We cover personal financial inventory across Thai and overseas accounts, reading brokerage and bank statements with confidence, home equity and its role in household planning, and savings rhythms suited to family responsibilities.

Printed reference binder included
Weekly live sessions of 90 minutes
Personal planning consultation at close
Suitable for first-time structured learners

฿6,900 Enquire

Nine Weeks · Intermediate

Mid-Career Portfolio Design

For learners with investment experience who want to examine their holdings and refine their approach for the coming decade. Topics include evaluating Thai and international fund holdings, comparing index and active strategies, managing concentration risk, and building a rebalancing discipline.

Weekly instruction and case discussions
Personal portfolio review template
Three individual portfolio review sessions
Certified instructor throughout

฿19,100 Enquire

Fourteen Weeks · Advanced · Cohort of Six

Comprehensive Later-Life Planning Academy

A full academy for learners ready to bring together retirement income, estate planning, healthcare planning, and family wealth conversations into a coherent whole. Delivered by multidisciplinary faculty including a senior financial planner, Thai estate attorney, healthcare finance specialist, and family communication facilitator.

Three in-person gatherings in Chiang Mai
Individual meeting with each faculty member
Twelve months of correspondence included
Personal binder comprehensive of your financial life

฿36,400 Enquire

Why Chatri Academy

What sets our approach apart

We built this curriculum around the real questions adults face in their forties and beyond — not the generic frameworks that don't account for your life stage.

Structured for your life stage

Content reflects the actual financial landscape of adults managing household complexity, ageing parents, and approaching retirement — not textbook theory.

Faculty with real credentials

Every instructor holds current professional qualifications. Our advanced academy involves a Thai estate attorney and a certified financial planner alongside specialists in healthcare finance.

Individual attention within group learning

Small cohorts and one-to-one sessions mean instructors understand your particular situation. You are not a case study — you are the focus.

Tangible materials you keep

Each programme produces a printed reference binder or personal planning document that leaves with you — a working resource, not a certificate on a wall.

Thai context throughout

We address Thai brokerage accounts, local property considerations, Thai estate law, and the practical realities of financial life in Chiang Mai and beyond.

No rush, no pressure

Our programmes are paced for working and retired adults. Sessions are designed to fit alongside your responsibilities, not compete with them.

Take the first step

Would you like to talk through which programme suits you?

There is no obligation in reaching out. We are happy to answer questions about programme content, scheduling, or whether the curriculum is the right fit for your situation.

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Questions

Frequently asked

Who are these programmes designed for?

Our programmes are built for adults aged 40 and above living in Thailand — whether you are approaching the later stages of a working career, recently retired, or somewhere in between. We welcome both Thai nationals and long-term foreign residents. No prior financial qualification is required, though our intermediate and advanced programmes are better suited to those with some existing familiarity with investment accounts.

How are sessions delivered — online or in person?

The first two programmes are delivered via weekly live video sessions, which means you can attend from home. The Comprehensive Later-Life Planning Academy includes three in-person gatherings at our Chiang Mai location on Huay Kaew Road, with the remaining weeks conducted online. We will confirm your preferred schedule during the initial consultation.

What is the time commitment each week?

Weekly sessions run for 90 minutes. Outside of sessions, learners typically spend one to two hours reviewing materials or completing reflection exercises. We do not set strict homework with deadlines — the aim is thoughtful engagement, not performance under pressure. You set the pace of your personal reading alongside the structured sessions.

Do the programmes give specific investment recommendations?

No. Chatri Academy is an educational institution. Our instructors teach frameworks, analytical approaches, and financial concepts — they do not provide personalised investment advice or recommend specific securities, funds, or products. If you need regulated financial advice, we can point you toward appropriate professionals, but that sits outside the scope of our courses.

What if I need to pause or reschedule during a programme?

Life does not pause for a course schedule. If you need to miss a session, recordings are available for asynchronous viewing within the week. Extended absences — such as for travel or family circumstances — can be accommodated with early notice. Please discuss your particular situation with us before enrolling; we will be straightforward about whether the timing makes sense.

How do I know which programme to start with?

We suggest starting with a brief conversation rather than guessing. Our initial consultation is a genuine discussion — we ask a few questions about your background and goals and share an honest view of which programme level fits your situation. There is no pressure to commit during that call.

Visit Us

Our Chiang Mai Location

92 Huay Kaew Road, Mueang Chiang Mai, Chiang Mai 50200

Get in Touch

We would be glad to hear from you

Whether you have a question about our programmes or would like to arrange a brief conversation, please use the form below or contact us directly.

Contact Details

Phone

+66 53 482 7196

[email protected]

Address

92 Huay Kaew Road
Mueang Chiang Mai
Chiang Mai 50200, Thailand

Office Hours

Monday – Friday: 09:00 – 17:00
Saturday: 10:00 – 14:00
Sunday: Closed