Three courses, each for a different stage of adult financial life
From daily money habits to retirement planning to estate and charitable giving — each program is complete in itself and designed for where you are now.
← Back to HomeHow Boonmee Finance structures its courses
Weekly, accumulated learning
Each session builds on the previous one. Ideas are introduced gradually so they have time to settle before the next topic arrives.
Personal alongside group
Group sessions give context and breadth. Private coaching conversations address the specific situation of each participant.
Tools you actually use
Materials are designed for practical use — journals, plan templates, and review checklists that extend beyond the course itself.
Simple Money Habits for the Decade Ahead
A welcoming seven-week course for learners who want to build small, sustainable financial habits after forty. The course covers practical daily money tracking without complex apps, understanding household insurance policies in plain language, reading retirement account statements clearly, and setting up modest savings routines suited to irregular monthly income.
What you will cover
- Daily money tracking without spreadsheets or apps
- Reading household insurance policies in plain language
- Understanding retirement account statements
- Building savings routines for irregular income
- Recognising when professional advice is worth seeking
What is included
- Printed habit journal designed for daily use
- Weekly live sessions with recorded replays
- Two individual conversations with a teaching assistant
How it unfolds
Weeks 1–2: Understanding your current financial picture without judgement
Weeks 3–4: Daily and monthly habits that require minimal time
Weeks 5–6: Insurance, retirement statements, and savings structures
Week 7: Personal review and a plan for the months ahead
Who this course suits
People who have managed their finances largely by instinct and would like a clearer structure — without the pressure of feeling they should already know more than they do. Appropriate for those who have postponed structured financial planning and are now ready to begin.
Who this course suits
Learners in their late forties or early fifties who are in their highest-earning years and want to make deliberate decisions about how those years affect their later financial life. Some prior engagement with Thai retirement products is helpful but not required.
Retirement Savings Acceleration for Mid-Career
A nine-week course for learners in their late forties or early fifties who wish to make the most of their peak earning years. Topics include maximizing RMF and SSF contributions thoughtfully, coordinating employer provident fund allocations, planning supplementary retirement savings through Thai insurance structures, and building a realistic picture of required retirement income with Thai inflation patterns.
What you will cover
- RMF and SSF: contribution ceilings, tax treatment, and withdrawal rules
- Coordinating employer provident fund with personal contributions
- Thai insurance as a retirement savings instrument
- Estimating realistic retirement income needs with Thai inflation context
- Aligning current decisions with a long-range retirement picture
What is included
- Personal savings plan reviewed privately by course instructor
- Three individual coaching calls during the nine weeks
- Six-month follow-up conversation after completion
- Weekly live sessions with full recordings
How it unfolds
Weeks 1–3: Thai retirement product landscape — RMF, SSF, provident funds
Weeks 4–6: Insurance structures and supplementary savings options
Weeks 7–8: Retirement income modelling with Thai inflation patterns
Week 9: Personal plan review and six-month action commitments
Integrated Estate and Charitable Giving Plan
A fourteen-week advanced program for learners wishing to unify estate planning with their charitable intentions. The curriculum covers Thai will structures and designated charitable bequests, setting up or contributing to Thai charitable foundations, planning gifts during one's lifetime with tax awareness, preparing adult children for their roles, and facilitating family conversations around giving and inheritance together.
What you will cover
- Thai will structures, designated bequests, and estate law
- Establishing or contributing to Thai charitable foundations
- Lifetime giving with tax awareness under Thai Revenue Code
- Preparing adult children for executor and beneficiary roles
- Facilitating family conversations around inheritance and giving
What is included
- Individual work with a practicing Thai estate attorney
- Individual sessions with a philanthropic planning advisor
- Family communication coaching sessions
- Two in-person gatherings in Bangkok
- 18 months of correspondence with the teaching team
How it unfolds
Weeks 1–4: Thai estate law, will structures, and current document review
Weeks 5–8: Charitable structures, foundations, and lifetime giving options
Weeks 9–12: Family communication and preparation of adult children
Weeks 13–14: Integrated plan review at Bangkok gathering
Who this course suits
People who have existing assets, a will that may need updating, or charitable intentions that have not yet been formally structured. Cohorts are kept to seven learners to allow genuine individual attention and honest group conversation.
Which program fits your situation?
| Feature | Course 1 ฿7,300 |
Course 2 ฿20,800 |
Course 3 ฿37,500 |
|---|---|---|---|
| Duration | 7 weeks | 9 weeks | 14 weeks |
| Coaching calls included | 2 | 3 | Multiple |
| Money tracking habits | ✓ | ✓ | ✓ |
| RMF / SSF planning | — | ✓ | ✓ |
| Estate law & wills | — | — | ✓ |
| Charitable giving planning | — | — | ✓ |
| In-person sessions | — | — | 2 in Bangkok |
| Post-course follow-up | — | 6 months | 18 months |
Not sure which course suits you? A short introductory conversation with our team usually resolves this quickly. Contact us to find out.
Shared principles across all three programs
Confidentiality
Personal financial details shared in individual sessions are never discussed in group settings.
No product promotion
Boonmee Finance does not earn commission on financial products. Instruction is unbiased.
Annual curriculum review
Course content is reviewed every year to reflect changes in Thai tax and financial regulation.
Bilingual support
Sessions and individual conversations available in English and Thai based on participant preference.
Written materials
Participants receive written summaries and tools from every session for ongoing personal reference.
Full session recordings
Every live session is recorded and available to enrolled participants for the duration of the course.
Course fees at a glance
Simple Money Habits
฿7,300
All-inclusive · 7 weeks
- Weekly live sessions + recordings
- Printed habit journal
- 2 individual coaching calls
Retirement Acceleration
฿20,800
All-inclusive · 9 weeks
- Weekly live sessions + recordings
- Personal savings plan review
- 3 coaching calls + 6-month follow-up
Estate & Giving Plan
฿37,500
All-inclusive · 14 weeks
- Estate attorney + philanthropic advisor
- 2 Bangkok in-person gatherings
- 18 months follow-up correspondence
All fees quoted in Thai Baht. Phased payment arrangements are available for the mid-career and advanced programs — ask us about this when you get in touch.
Take the first step at your own pace
A short conversation with our team helps clarify which course would suit you — and what to expect from the experience before you commit to anything.
Book a Free Consultation