Somboon Panya financial education programs overview

Our Programs

Three Programs,
One Clear Direction

Each of our programs addresses a distinct aspect of adult financial life in Thailand. You may start with any one of them — or work through all three over time as your understanding grows.

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Our Methodology

How We Structure
Every Program

Each Somboon Panya program follows a consistent architecture: we open with foundational context that does not assume prior knowledge, move through progressively applied material, incorporate structured question time, and close with a personal planning element that participants complete with guidance.

This structure is not accidental. It reflects what we have observed works for adult learners — particularly those returning to formal learning after many years away from it. Concepts need context before they can be absorbed, and they need application before they become genuinely useful.

Foundation

Core concepts and Thai context

Application

Real-world examples and cases

Discussion

Structured question time

Personal Planning

Applying learning to your own life

Retirement Roadmap Workshop
Program 01

Retirement Roadmap Workshop

A guided two-day program helping participants chart a personalized path toward their later years. The workshop covers the Thai pension and social security system, savings allocation strategies, and the personal variables — health, family, lifestyle — that shape any realistic retirement plan. Includes a one-on-one consultation and a take-home planning workbook that participants continue to use after the program ends.

What You Will Cover

  • Thai Social Security Fund structure and benefits
  • Provident fund regulations and options
  • Savings allocation across different account types
  • Healthcare cost planning for later years
  • Creating a personalized retirement timeline

How It Works

1

Day one covers foundational concepts and the Thai regulatory framework

2

Day two applies these concepts to participant-specific planning using the workbook

3

A one-hour follow-up session takes place two to three weeks after the main workshop

฿2,900

All materials included

2 full days + follow-up session

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Program 02

Investment Awareness Seminar

An educational seminar spread across three half-day sessions over one week, exploring the principal asset classes available to Thai investors: equities, bonds, and mutual funds. Participants gain the vocabulary and conceptual framework to evaluate options independently and understand how market dynamics influence the performance of different assets over time. Case studies draw from Thai and regional markets throughout.

What You Will Cover

  • Thai equity markets: SET and MAI fundamentals
  • Government and corporate bond characteristics
  • Mutual fund types: RMF, LTF, and general funds
  • Reading and interpreting basic financial statements
  • Evaluating suitability for your own circumstances

How It Works

1

Session one: asset class overview and Thai market context

2

Session two: case study analysis using regional market examples

3

Session three: applying the evaluation framework to personal circumstances

฿7,500

All materials included

3 half-day sessions over one week

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Investment Awareness Seminar
Estate and Legacy Planning Program
Program 03

Estate & Legacy Planning Program

A thorough four-session program spread over two weeks, addressing the full scope of asset distribution, succession, and legacy planning under Thai law. Participants work with qualified advisors to develop draft outlines covering wills, trusts where applicable, property transfer procedures, tax considerations, and family communication approaches. Particularly suited to adults managing multi-generational household finances or significant property holdings.

What You Will Cover

  • Thai inheritance law and succession principles
  • Drafting and registering a will in Thailand
  • Property transfer procedures and associated taxes
  • Communicating legacy intentions clearly within families
  • Multi-generational asset considerations

How It Works

1

Sessions one and two: legal framework and asset inventory review

2

Session three: working with advisors to draft personal estate outlines

3

Session four: review, family communication strategies, and next steps

฿14,200

All materials included

4 sessions over two weeks

Enquire About This Program

Program Comparison

Choose the Right
Starting Point

Each program serves a different focus area. This overview may help you identify which is most relevant to your current situation.

Feature

Retirement Roadmap

฿2,900

Investment Seminar

฿7,500

Estate Program

฿14,200

Duration 2 full days 3 half-days 4 sessions
Best suited for Adults 40–60 planning retirement Those with moderate savings Multi-generational households
One-on-one consultation
Personal planning workbook
Advisor-guided drafting
Follow-up session

Shared Standards

What All Three Programs Share

Full Confidentiality

Everything discussed in sessions remains strictly private

Thai Legal Grounding

Content aligned with current Thai law and SEC regulation

Qualified Educators

All sessions led by credentialed financial education professionals

No Product Sales

Education only — no financial products are ever offered or recommended

Not Sure Where
to Begin?

We are happy to discuss your current situation and help you identify which program — if any — would be a reasonable starting point. No commitment is required for that conversation.

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