Programs
Three Structured Paths to Financial Clarity
Each program targets a distinct stage of financial understanding — with Thai-specific content, practical tools, and clear session structures.
Back to HomeOur Methodology
How Peakrim Programs Are Built
Each program begins with the premise that financial education is most useful when it is specific, structured, and free from commercial influence. Generic overviews and motivational content are intentionally set aside in favor of precise, applicable frameworks.
Programs are structured in sessions — not single events — because complexity benefits from pacing. Participants absorb a concept, apply it with guidance, and return to build on that foundation. By the final session, they have not just heard ideas but worked with them.
All programs draw on current Thai data: Bank of Thailand inflation figures, SEC-regulated investment classifications, and estate planning considerations under Thai civil and commercial code. The material stays relevant because it is reviewed quarterly.
Session-Based Structure
Multiple sessions with deliberate progression — not a single information dump.
Quarterly Curriculum Updates
Content reviewed each quarter against Thai regulatory and market changes.
Deliverable-First Design
Every program produces a document participants keep and can apply independently after completion.
Program 1
Inflation-Adjusted Goal Setting
This two-session program addresses one of the most overlooked aspects of personal finance — that goals set today, if not inflation-adjusted, will systematically underestimate how much is actually needed. Using Thailand's historical CPI data, participants work through purchasing power erosion modeling and produce a revised, inflation-corrected financial target document they can use going forward.
What You Will Cover
- Thailand CPI historical data and trend analysis
- Purchasing power erosion modeling techniques
- Goal amount adjustment frameworks
- Practical use of the inflation-adjusted calculator
Session Progression
Inflation fundamentals and Thai CPI walkthrough — understanding what erosion looks like over 10, 20, and 30-year horizons.
Applied goal adjustment — using the Peakrim calculator to revise your personal financial targets with inflation factored in. Revised target document produced.
Program Fee
฿4,000
Program 2
Comparative Investment Vehicle Analysis
Four sessions covering every major investment instrument available to individuals in Thailand: stocks, bonds, mutual funds, ETFs, REITs, gold, and fixed deposits. For each vehicle, the program covers risk-return profile, liquidity characteristics, Thai tax treatment, and suitability mapping. Participants complete a personal suitability assessment and receive a comprehensive comparison matrix.
What You Will Cover
- Risk-return profiles for all major Thai investment types
- Liquidity and accessibility considerations
- Thai tax treatment for each vehicle type
- Personal suitability mapping exercise
Session Progression
Equity instruments — stocks and ETFs in the Thai context, SET listed, risk profiles, and historical return ranges.
Fixed income and funds — bonds, mutual funds, REITs, and fixed deposits; liquidity and tax treatment comparison.
Alternative instruments — gold, and cross-border considerations for Thai investors.
Personal suitability mapping — applying the comparison matrix to your own situation; deliverables review.
Program Fee
฿8,500
Program 3
Legacy Planning Foundation
Four sessions designed for individuals beginning to think about what they leave behind. The program covers asset inventory, beneficiary review, will awareness, trust basics, charitable giving structures, and how to have productive conversations with family about wealth transfer. Participants complete a legacy planning workbook and receive referrals to vetted legal and estate professionals for steps beyond education.
What You Will Cover
- Asset inventory and beneficiary mapping
- Thai will and estate basics
- Trust structures and charitable giving frameworks
- Family communication strategies around wealth transfer
Session Progression
Asset inventory and beneficiary review — cataloguing what you have and who it should reach.
Wills and estate basics under Thai law — what a will covers, what it does not, and when professional advice becomes necessary.
Trust basics and charitable structures — educational overview of options and when each is relevant.
Family communication and workbook completion — completing the legacy planning document and referral review.
Program Fee
฿19,000
Comparison
Which Program Suits You?
Use this matrix to identify which program best fits your current financial stage and focus area.
| Feature | Goal Setting ฿4,000 |
Investment Analysis ฿8,500 |
Legacy Planning ฿19,000 |
|---|---|---|---|
| Number of sessions | 2 | 4 | 4 |
| Personal deliverable included | |||
| Thai CPI / inflation focus | – | – | |
| Investment vehicle comparison | – | – | |
| Estate and legacy content | – | – | |
| Professional referrals provided | – | – | |
| Best for | Those beginning to plan or recalibrate goals | Those building or reviewing their investment approach | Those ready to begin thinking about transfer and legacy |
Standards
Professional Standards Across All Programs
Strict Confidentiality
Personal financial details discussed in sessions remain entirely confidential.
No Commercial Bias
No relationships with product providers. Recommendations are educational, not commercial.
Quarterly Updates
All content reviewed against Thai regulatory and market changes every quarter.
Feedback Integration
Participant feedback shapes each new program cycle — sessions improve continuously.
Education, Not Advice
Clearly framed as education throughout. Licensed professional referrals provided where planning steps require it.
Flexible Scheduling
Sessions scheduled around participant availability. Remote delivery available outside Bangkok.
Pricing
Clear, All-Inclusive Fees
All materials, sessions, and deliverables included. No hidden costs.
Program 1
Goal Setting
฿4,000
2 sessions · All materials included
- Thai inflation data module
- Inflation calculator tool
- Revised target document
Program 2
Investment Analysis
฿8,500
4 sessions · All materials included
- 7 vehicle types covered
- Comparison matrix
- Personal suitability assessment
Program 3
Legacy Planning
฿19,000
4 sessions · All materials included
- Legacy planning workbook
- Will and estate overview
- Professional referrals
Next Step
Not Sure Which Program to Start With?
Reach out and describe where you are right now — we can help identify the most useful starting point for your situation.
Get in Touch