Learner Experiences
What participants say about studying with us
These are the experiences of adults who completed one or more of our programmes — in their own words, not ours.
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Learners Enrolled
4.8
Average Rating / 5.0
9
Years Running
3
Core Programmes
Reviews
From our learners
Wanchai Phongphan
Chiang Mai · March 2025
"I had a decent grasp of saving but had never sat down and looked at everything in one place. The first programme helped me do that. The reference binder is still on my desk and I look at it regularly."
Programme: Financial Clarity for the Middle Years
Siriporn Nualsakun
Chiang Mai · February 2025
"The portfolio course was exactly what I needed. I had mutual funds I hadn't really examined in three years. Working through them with an instructor — someone who would actually discuss them — was genuinely useful. The one-to-one reviews were the best part."
Programme: Mid-Career Portfolio Design
Robert Thorne
Chiang Mai (UK expat) · January 2025
"As a foreigner who has lived in Thailand for twelve years, I was surprised how much Thai-specific financial context I had missed. The material on Thai estate law and accounts was something I genuinely could not have found elsewhere in this form. A good investment."
Programme: Comprehensive Later-Life Planning Academy
Araya Thawornwong
Lamphun · March 2025
"I had been putting off thinking about my will and my parents' assets for years because I didn't know where to begin. The academy structured it all. Having an actual attorney in the room answering questions — not hypotheticals, but real questions — made a real difference."
Programme: Comprehensive Later-Life Planning Academy
Prasert Komsakun
Chiang Mai · December 2024
"The sessions moved at a sensible pace. I work full time and I had been worried it would be too demanding, but the 90-minute format with recordings available was manageable. I came out with a much clearer sense of what I have and what I should be thinking about."
Programme: Financial Clarity for the Middle Years
Janet Mercer
Chiang Mai (Australian) · November 2024
"The portfolio programme gave me a framework I had been missing. I had been reading fund reports without really knowing what I was looking for. After nine weeks I can evaluate what I hold with much more confidence. The portfolio template is genuinely practical."
Programme: Mid-Career Portfolio Design
Case Studies
Learner journeys in detail
The following are composite accounts drawn from real programme experiences, with identifying details changed.
Case Study · Programme One
The situation
A 47-year-old school administrator in Chiang Mai with savings in two Thai banks, a pension through her employer, and a small condo purchased with her husband. She had never looked at everything in one place and wasn't confident reading her provident fund statements.
What the programme covered
Over six weeks, she built a complete financial inventory, learned to read provident fund and brokerage statements accurately, and mapped out a savings rhythm that accounted for her parents' healthcare needs and her children's schooling.
Outcome
She left with a complete financial inventory in her printed binder and could describe her net position clearly for the first time. She reported feeling significantly less anxious about financial conversations with her husband and her bank relationship manager.
Case Study · Programme Three
The situation
A 58-year-old retired engineer, originally from Germany and resident in Chiang Mai for eleven years. He had assets in both Thailand and Germany, no Thai will, and had been putting off estate planning because he didn't know how Thai inheritance law applied to him.
What the programme covered
Fourteen weeks covering his overall retirement income picture, the estate planning sessions with the Thai attorney (who clarified how Thai law applies to foreign residents), healthcare cost planning given his existing insurance, and a session on family communication with his adult children.
Outcome
He prepared a Thai will with guidance from the programme's estate attorney, clarified how his German and Thai assets would interact, and described the comprehensive binder as "the first document I've produced that would actually help my family if something happened to me."
Case Study · Programme Two
The situation
A 52-year-old business owner in Chiang Mai who had accumulated mutual funds and a few individual Thai stocks over the years but had no coherent approach to managing them. Her holdings had grown through habit rather than design.
What the programme covered
Nine weeks examining her holdings systematically — evaluating each fund for overlap and cost, considering whether her concentration in one sector made sense, and building a rebalancing approach she could maintain independently in future years.
Outcome
She reduced her number of funds and had a clear rationale for each remaining holding. She used the portfolio review template to conduct her first systematic annual review six months after completing the programme, without needing additional support.
Credentials
Professional standing
Certified Financial Planner
Founder designation — current and renewed
Thai SEC Registration
Registered advisor since 2003
Chamber of Commerce
Education Provider of the Year, Chiang Mai 2022
Thai Financial Educators Network
Member since 2018
Reach Us
Contact details
Phone
+66 53 482 7196
Address
92 Huay Kaew Road, Chiang Mai 50200
Office Hours
Mon–Fri 09:00–17:00, Sat 10:00–14:00