Financial education programs

Structured Programs for Every Learning Stage

Choose the program that meets you where you are in your financial education journey, from establishing fundamentals to planning long-term security.

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Our Educational Approach

Each Meridian Path program follows a progressive structure designed to build understanding systematically. We begin with core concepts, allow time for practice and reflection, and gradually introduce more complex material as participants develop confidence. This approach respects the reality that financial literacy develops through repeated exposure and application, not single sessions.

All programs reference the Thai regulatory environment, investment vehicles available through local markets, and employment structures common in Bangkok. Participants learn how to apply concepts within the context where they will actually use them. We update materials annually to reflect changes in regulations and market conditions, ensuring relevance without chasing trends.

Small class sizes enable discussion, peer learning, and individual attention when needed. Rather than passive lecture formats, sessions incorporate exercises, case studies, and group conversations. Participants leave with practical tools they can implement immediately and frameworks they can adapt to their evolving circumstances.

Our Programs

Personal Finance Foundations program

Personal Finance Foundations

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

Program Highlights:

  • Weekly 90-minute sessions over 6 weeks
  • Interactive worksheets and practical exercises
  • Foundation in compound interest principles
  • Budgeting templates for continued use

Program Investment

฿12,500

Duration

6 weeks

Enroll in Foundations

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. Each session builds on the previous, moving from terminology and market mechanics to portfolio construction basics.

Program Highlights:

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

Program Investment

฿35,000

Duration

8 sessions

Join Investment Workshop
Investment Literacy Workshop
Retirement Planning Advisory

Retirement & Long-Term Planning Advisory

A comprehensive advisory program tailored for mid-career professionals and business owners developing resilient long-term financial strategies. Topics include provident fund optimization, Social Security benefit analysis, tax-advantaged savings vehicles, estate planning essentials, and scenario modeling for various life stages.

Program Highlights:

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

Program Investment

฿62,000

Duration

10 weeks

Begin Planning Journey

Program Comparison

Feature Foundations Investment Retirement
Duration 6 weeks 8 sessions 10 weeks
Best For Beginners Intermediate Advanced
Individual Consultations
Group Sessions
Take-Home Materials
Personalized Roadmap
Certificate of Completion
Alumni Network Access

Program Standards

Evidence-Based Curriculum

All materials reference established financial principles and peer-reviewed research, updated annually for Thai market conditions.

Confidentiality

Personal financial information shared during consultations remains strictly confidential under professional privacy standards.

Small Cohorts

Limited enrollment between 8 and 15 participants ensures individual attention and meaningful peer interaction.

Independent Guidance

No affiliations with financial product providers. Educational focus without sales pressure or commissions.

Thai Context

Examples and scenarios drawn exclusively from Thailand's regulatory environment and locally available instruments.

Ongoing Support

Graduates can reach out with questions post-completion and access periodic refresher sessions.

Investment Options

Each program represents an investment in your financial education. Fees cover instruction, materials, and ongoing support.

Foundations

฿12,500

6-week program

  • Weekly 90-minute sessions
  • Budgeting worksheets
  • Certificate of completion
  • Alumni network access
Enroll Now

Retirement Planning

฿62,000

10-week advisory

  • Individual consultations
  • Personalized roadmap
  • Estate planning basics
  • Scenario modeling
Enroll Now

Choose Your Starting Point

Whether you're establishing fundamentals, exploring investment concepts, or planning for long-term security, we offer programs designed to meet you at your current level of understanding.