Master Strategic Financial Planning That Actually Works
Build rock-solid financial strategies through practical education rooted in real market experience. No fluff. No false promises. Just proven methods that help you navigate Thailand's dynamic business landscape.
Explore September 2025 ProgramsOur Journey in Financial Strategy
Seven years of building expertise through market cycles, economic shifts, and countless client successes across Southeast Asia
Foundation & First Principles
Started with a simple belief: financial planning education should focus on practical application rather than theoretical concepts. Our first cohort of 12 professionals learned through real case studies from Thai markets.
Crisis Response Excellence
The pandemic taught us invaluable lessons about adaptive financial strategies. We developed crisis-resistant planning methodologies that became cornerstone teachings, helping dozens of businesses stay resilient.
Regional Expansion & Recognition
Extended our reach across ASEAN markets while maintaining focus on practical, localized financial strategies. Recognition from Thailand's Financial Planning Association validated our hands-on approach.
Advanced Strategy Integration
Today, we combine traditional financial planning wisdom with modern technology tools, creating comprehensive learning experiences that prepare professionals for tomorrow's challenges.
Real Outcomes from Real Learning
See how our practical approach transforms financial planning capabilities
From Theory to Practice
Many professionals arrive with strong academic backgrounds but struggle to apply textbook concepts to real client situations, especially in Thailand's unique regulatory environment.
Graduates confidently handle complex multi-generational wealth planning, navigate Thai tax structures, and create actionable strategies that clients actually follow through on.
Everything Organized, Nothing Overwhelming
Clear structure means you focus on learning, not logistics
Program Fundamentals
Core structure, learning objectives, time commitments
Our programs run 16 weeks with evening sessions designed for working professionals. Each module builds practical skills through case studies, group projects, and individual coaching.
- Weekly 3-hour evening sessions
- Weekend intensive workshops
- Self-paced online components
- Real client case studies
- Peer collaboration projects
Enrollment Process
Application steps, requirements, selection criteria
We keep classes small (maximum 16 participants) to ensure personalized attention and meaningful peer interaction.
- Online application with professional background
- Brief phone conversation with program director
- Minimum 2 years relevant experience
- Commitment to full program participation
- Rolling admissions for September 2025 start
Technical Requirements
Software, materials, online platform access
Simple technology requirements that don't get in the way of learning.
- Reliable internet for online sessions
- Financial planning software access provided
- Digital workbooks and resources included
- Optional: tablet or laptop for note-taking
- All materials delivered both digitally and physically
Support & Resources
Ongoing help, mentorship, alumni network
Learning doesn't stop when the program ends. Our support system grows with your career.
- Direct instructor access via messaging
- Monthly alumni meetups in Bangkok
- Continuing education workshops
- Job placement assistance network
- Professional certification guidance
Deep Knowledge, Practical Application
Seven years of hands-on experience in Thailand's financial landscape has taught us what works and what doesn't. We've made the mistakes so you don't have to.
- Market Reality Integration Thai regulatory requirements, cultural considerations in family financial planning, and ASEAN economic factors built into every lesson.
- Crisis-Tested Strategies Methods proven during COVID-19, political changes, and economic uncertainty. Your clients need plans that survive real-world challenges.
- Technology Without Overwhelm Smart use of financial software and digital tools that enhance rather than complicate the planning process.
Krisada Thamnong
Program Director
15 years developing financial strategies for Thai families and businesses. Former regional director at major investment firm.
Narong Prateep
Markets Specialist
Expert in ASEAN markets and cross-border planning. Leads our advanced portfolio strategy modules.
Building Tomorrow's Financial Leaders
The financial planning profession in Thailand is evolving rapidly. New regulations, changing client expectations, and technological advances require professionals who can adapt and grow. Our 2025 programs prepare you for this future.
September 2025 Launch
Comprehensive 16-week program starting September 8th, 2025. Early enrollment opens June 2025 with limited seats available.
Advanced Specializations
New tracks in sustainable investing, digital asset planning, and cross-border wealth management launching early 2026.
Professional Network
Join a growing community of financial professionals across Thailand and Southeast Asia. Connections that advance careers and serve clients better.