Financial planning and education

Build Financial Confidence Through Structured Learning

Develop practical knowledge in personal finance, investing, and long-term planning through our Bangkok-based programs designed for working professionals.

+66 2 684 7293
Sathorn, Bangkok

Our Educational Programs

Each program is designed to meet participants at their current level of financial understanding and guide them toward informed decision-making.

Personal finance education

Personal Finance Foundations

A structured program for individuals beginning their journey toward informed money management. Explore budgeting frameworks, savings strategies, and debt management principles through real-world Thai scenarios.

  • Weekly 90-minute sessions over 6 weeks
  • Interactive worksheets and practical exercises
  • Foundation in compound interest principles

฿12,500

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Investment education workshop

Investment Literacy Workshop

A focused workshop series introducing the landscape of investment vehicles available in Thailand — from equity markets and mutual funds to government bonds and REITs.

  • 8 sessions, each lasting 2 hours
  • Case studies from SET-listed instruments
  • Portfolio construction basics

฿35,000

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Retirement and long-term planning

Retirement & Long-Term Planning Advisory

A comprehensive advisory program for mid-career professionals and business owners. Topics include provident fund optimization, Social Security analysis, and estate planning essentials.

  • 10-week program with individual consultations
  • Personalized financial roadmap
  • Scenario modeling for life stages

฿62,000

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Why Choose Meridian Path

We believe financial education should be accessible, practical, and tailored to the Thai context.

Structured Curriculum

Programs built on established educational principles, progressing from fundamentals to advanced concepts.

Thai Market Focus

All examples, case studies, and scenarios drawn from Thailand's financial landscape and regulatory environment.

Small Group Learning

Limited class sizes encourage discussion, questions, and peer learning among participants.

Practical Resources

Take-home worksheets, templates, and reference materials support continued learning beyond sessions.

Begin Your Learning Journey

Whether you're taking your first steps in personal finance or seeking advanced planning guidance, our programs provide a supportive environment for building knowledge at your pace.

12+

Years serving Bangkok professionals

850+

Program graduates since 2013

4.7/5

Average participant satisfaction rating

Common Questions

What prior knowledge do I need for the Personal Finance Foundations program?

No prior financial education is required. This program is designed for beginners and covers fundamental concepts from the ground up. If you can balance a household budget or have curiosity about where your money goes each month, you have all the preparation needed to start.

Are the Investment Literacy Workshop sessions held in English or Thai?

All sessions are conducted in English, as our materials reference international financial terminology. However, all examples and case studies are drawn from the Thai market, including SET-listed companies and local investment vehicles. Participants should be comfortable with business-level English.

How are the Retirement Planning sessions structured?

The 10-week program alternates between group seminars and individual consultation sessions. Group seminars introduce concepts and shared frameworks, while individual consultations allow us to apply those concepts to your specific situation, provident fund, and long-term goals. Each participant receives a customized financial roadmap by the end of the program.

What if I need to miss a session?

We understand that work and life commitments can arise. Session materials are provided in written form, and we offer brief catch-up consultations for participants who miss a session due to unavoidable circumstances. For the best learning experience, we encourage consistent attendance.

Do you provide certificates upon completion?

Yes, participants who attend all sessions and complete any required exercises receive a certificate of completion for their program. While this is not a professional certification, it does document your commitment to financial education and can be included in professional development records.

Is personal financial information kept confidential?

Absolutely. Any personal financial details shared during individual consultations or in worksheets remain strictly confidential. We maintain professional standards of privacy and do not share participant information with third parties. Group discussions use generalized scenarios rather than individual cases.

Our Location

Get in Touch

We're here to answer your questions about our programs and help you find the right path forward.

Contact Information

Phone

+66 2 684 7293

Address

55/3 Sathorn Nua Road, Silom
Bang Rak, Bangkok 10500
Thailand

Office Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 3:00 PM
Sunday: Closed

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