taracompew financial courses

Three courses, each built for where you are right now

From a first look at your household finances to a full legacy planning process — we have a structured path for each stage of your financial journey.

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How taracompew structures its teaching

1

Orientation & context

Each programme begins by helping participants understand the Thai-specific financial environment they are operating in — before introducing any broader concepts.

2

Structured learning with reflection

Weekly sessions are deliberately paced. Reflection workbooks and personal worksheets allow each learner to apply concepts to their own situation throughout the course.

3

Professional guidance & follow-up

Every programme includes direct access to qualified professionals and a defined support period after the final session — because the most important decisions often come after the course ends.

Financial Awareness at Forty course

Financial Awareness at Forty and Beyond

A calm six-week orientation for learners who want to understand their money picture clearly without feeling rushed. This course is appropriate for people who have managed household finances day-to-day but have not yet had the opportunity for structured financial study.

What the course covers:

  • Household cashflow tracking and categorisation
  • Reading Thai bank statements and retirement account documents clearly
  • Understanding insurance coverage — what you have and what gaps may exist
  • Building modest savings rhythms appropriate to your income pattern
  • Introduction to Thai social security and provident fund basics

Programme format:

  • Cohorts of twelve learners maximum
  • Weekly live sessions with full recorded replays
  • Individual conversations with a teaching mentor
  • Printed reflection workbook included
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Thoughtful Investing course

Thoughtful Investing in the Second Act

An eight-week intermediate course for learners who have some investment background and want to refine their approach with care. The course examines Thai market instruments, dividend-focused strategies, and how to build rebalancing discipline for the decade ahead.

What the course covers:

  • Evaluating Thai equity and fixed-income fund holdings
  • Dividend-oriented strategies suited to income replacement planning
  • Considering property within a broader portfolio context
  • Building and maintaining rebalancing discipline
  • Reading and interpreting Thai fund factsheets and annual reports

Programme format:

  • Personal portfolio worksheet reviewed individually by instructor
  • Three group case-study sessions
  • Six-month follow-up review after course completion
  • All sessions recorded and available for replay
Most Selected Suitable for learners who have completed the foundation course or have equivalent experience
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Legacy Planning course

Legacy Planning for Thai Households

A twelve-week advanced programme for learners who are ready to organise their long-term legacy with detailed attention. The curriculum addresses will preparation, executor selection, lifetime gifting, provincial property, and family conversations — with support from qualified specialists.

What the course covers:

  • Thai will preparation and coordination of overseas assets
  • Choosing and preparing executors for your estate
  • Lifetime gifting considerations and Thai tax implications
  • Handling family real estate across Thai provinces
  • Leading family conversations about inheritance with care

Programme format:

  • Individual session with an estate attorney
  • Individual session with a family communication specialist
  • In-person gatherings at the Bangkok learning centre
  • Eighteen months of follow-up advisory support
  • Cohorts limited to eight learners
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Which course fits your situation?

Feature Foundation
฿6,400
Investing
฿17,400
Legacy
฿35,600
Duration6 weeks8 weeks12 weeks
Max cohort size12128
Printed workbook
Session recordings
Mentor access
Portfolio worksheet review
Estate attorney session
In-person Bangkok sessions
Follow-up support period6 months18 months
Suitable prior levelAny backgroundSome investment knowledgeConfident with finances

Not sure which course is right for you? We recommend getting in touch before enrolling. A brief conversation is usually enough to identify the most appropriate starting point for your situation.

Shared across all three programmes

Participant confidentiality

Financial details shared in group or individual sessions are held in strict confidence and never shared externally.

Annual content review

Curriculum is updated each year to reflect current Thai regulation, tax law, and market conditions.

Participant feedback

Written feedback is collected after every session and used directly to refine content and delivery for future cohorts.

Credentialled instructors

Every person teaching in our programmes holds active professional credentials and minimum ten years of field experience.

Full session recordings

No session is ever lost. All recordings are available to participants for the duration of the programme and its follow-up period.

Same-day response policy

Questions and enquiries from current participants are responded to within the same working day.

Let's find the right starting point together

A short conversation is usually all that is needed. No pressure, no sales process — just a clear sense of direction.

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