Three Programmes
Structured learning for each stage of the financial journey
Our programmes are sequenced so you can begin where you are and go only as far as your situation calls for.
Back to HomeOur Approach
How our methodology works
Every programme at Chatri Academy follows the same teaching philosophy, regardless of level: we start from your actual situation, build vocabulary and frameworks gradually, and finish with something you can use long after the course ends.
Start from your reality
Sessions are anchored in Thai financial contexts — local accounts, local law, local estate practice — not borrowed curricula from other markets.
Build in layers
Each week adds to the week before. Vocabulary, frameworks, and worked examples compound across the programme so understanding deepens naturally.
Leave with something concrete
Every programme ends with a tangible personal document — a financial inventory, a portfolio template, or a comprehensive planning binder — that continues to be useful after the course closes.
Programme One · Six Weeks
Financial Clarity for the Middle Years
A reflective six-week programme for learners 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, understanding home equity and its role in household planning, and setting savings rhythms that suit household responsibilities for children and ageing parents. The course includes a printed reference binder, weekly live sessions of ninety minutes, and a personal planning consultation at the close of the programme. Suitable for learners who have not previously completed a structured finance course.
What you will cover
- Personal financial inventory — Thai and overseas accounts
- Reading brokerage and bank statements accurately
- Home equity and its role in household planning
- Savings rhythms suited to family responsibilities
- Vocabulary to speak with financial professionals
How it runs
- Six weekly live sessions, 90 minutes each
- Printed reference binder included
- One-to-one planning consultation at programme close
- Session recordings available for flexible review
Investment
฿6,900
Programme Two · Nine Weeks
Mid-Career Portfolio Design
A nine-week course 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, considering index versus active strategies in the Thai market, managing concentration in employer stock or single-property exposure, and planning rebalancing discipline year over year. Sessions include weekly instruction, case discussions, a personal portfolio review template, and three individual portfolio review sessions with a certified instructor.
What you will cover
- Evaluating Thai and international fund holdings
- Index versus active strategies in the Thai market
- Concentration risk — employer stock, single property
- Rebalancing discipline — frameworks and frequency
- Planning for the coming decade from your current position
How it runs
- Nine weekly live sessions with case discussions
- Personal portfolio review template
- Three individual portfolio review sessions with certified instructor
- Session recordings available for flexible review
Investment
฿19,100
Programme Three · Fourteen Weeks · Cohort of Six
Comprehensive Later-Life Planning Academy
A fourteen-week advanced academy for learners ready to bring together retirement income, estate planning, health care planning, and family wealth conversations into a coherent whole. The curriculum is delivered by a multidisciplinary faculty including a senior financial planner, a Thai estate attorney, a healthcare finance specialist, and a family communication facilitator. Participants complete a personal binder organising their financial life comprehensively, attend three in-person gatherings in Chiang Mai, meet individually with each faculty member, and receive twelve months of correspondence with the teaching team. Cohorts are limited to six learners.
What you will cover
- Retirement income planning across Thai and overseas assets
- Thai estate planning and will preparation
- Healthcare cost planning for later life
- Family wealth conversations — structure and communication
- Bringing all elements together into a coherent personal plan
How it runs
- Maximum six learners per cohort
- Three in-person gatherings in Chiang Mai
- Individual meeting with each of four faculty members
- Twelve months of correspondence with the teaching team
- Comprehensive personal planning binder
Investment
฿36,400
Compare
Which programme is right for you?
Use this overview to match your current situation and goals with the appropriate programme level.
| Feature | Clarity 6 wks · ฿6,900 |
Portfolio 9 wks · ฿19,100 |
Academy 14 wks · ฿36,400 |
|---|---|---|---|
| Prior investment experience needed | |||
| Estate and legal planning content | |||
| Healthcare finance planning | |||
| Individual portfolio review sessions | 3 sessions | Per faculty | |
| In-person sessions in Chiang Mai | 3 gatherings | ||
| Post-completion correspondence | 12 months | ||
| Printed personal materials | Reference binder | Portfolio template | Full binder |
| Best for | Getting organised from scratch | Reviewing existing investments | Comprehensive later-life planning |
Across All Programmes
Shared standards and protocols
Participant confidentiality
All cohort members agree to confidentiality before the first session. Financial details shared in group discussions remain within the group.
Current faculty credentials
Every instructor's qualifications are active and renewed. Credentials are available to participants on request at any time.
No product distribution
We teach and do not sell. No faculty member holds a product distribution licence or receives commission from any financial service.
Pre-enrolment consultation
Every prospective participant speaks with a faculty member before committing. We confirm the programme is a suitable fit before accepting enrolment.
Not sure where to start?
Send us a message and we will help you identify which programme level suits your background. There is no pressure to enrol during that conversation.
Book a Consultation