Bodhi Wealth financial education programmes

Our Programmes

Three programmes.
One clear purpose.

Each programme addresses a distinct aspect of personal financial understanding — and each stands on its own. You do not need to attend all three.

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How we design and run our programmes

Every Bodhi Wealth programme follows the same core principles. Content is sourced from current Thai-market materials — factsheets, historical data sets, and case studies from Thai and regional markets. Sessions are led by a single facilitator who knows the content thoroughly and has no commercial agenda.

We do not aim for quantity. Each cohort is small enough that the facilitator knows every participant by name within the first session. Content updates happen before each new cohort, not annually.

Programme 1

Saving with Intention at 40+

A four-session evening programme on how adults already in their forties and fifties might consider household saving with patience rather than haste. The discussion covers the role of an emergency reserve, sinking funds for predictable expenses, the place of gold and bank deposits within the Thai household tradition, and the gentle work of revisiting saving habits as priorities change.

Each session is followed by a short written reflection prompt. Participants are not asked to share personal numbers. A bound workbook is provided.

  • Emergency reserves and sinking fund structures
  • Gold and bank deposits in the Thai context
  • Revisiting habits as priorities and income shift in your forties
  • Written reflection prompts — private, kept in your workbook

Duration

4 evenings

Group size

6 – 12 participants

Price

฿5,400

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Saving with Intention programme

How the four sessions are structured

1

The saving baseline

What you have, what it is doing, and what a household baseline might look like at 40+.

2

Reserves and sinking funds

How to structure savings for different time horizons and categories of need.

3

Gold and deposits

The role of Thai household traditions — gold, fixed deposits, and how they fit a modern saving picture.

4

Habits and priorities

How saving habits shift as income, responsibilities, and timelines change through the forties and fifties.

Fund factsheet workshop

Programme 2

Reading Fund Factsheets and Reports

A one-day workshop dedicated to the patient skill of reading a mutual fund factsheet. The facilitator walks through a representative set of Thai-market factsheets, line by line — expense ratios, asset allocations, historical performance tables, and the small print that often goes unread.

Participants are encouraged to bring factsheets from their own holdings, which are discussed in the group on an anonymous basis. The aim is fluency, not recommendation. A glossary of key terms is included.

  • Reading expense ratios, allocations, and performance tables
  • Understanding what the small print actually says
  • Anonymous group review of participant-brought factsheets
  • Printed glossary of key mutual fund terminology

Duration

1 full day (Saturday)

Group size

6 – 12 participants

Price

฿8,300

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Programme 3

The Patience Programme: Investing Across a Decade

A small-group programme of six sessions over three months, designed for adult readers who would like to think more carefully about long-horizon investing. Drawing on long historical data sets and case studies of Thai and regional markets, the facilitator helps participants articulate their own time horizon, household goals, and tolerance for fluctuation.

The programme produces a written personal statement of investing principles that participants can take to any licensed advisor for a planning conversation.

  • Thai and regional market long-run data sets
  • Understanding your own time horizon and household goals
  • Thinking clearly about fluctuation and recovery periods
  • Written personal investing statement to keep and use

Duration

6 sessions · 3 months

Group size

6 – 12 participants

Price

฿11,400

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The Patience Programme

Which programme might suit you?

Use this as a guide. You are also welcome to write to us and we will help you decide.

Feature Saving at 40+ Fund Factsheets Patience Programme
Best for Adults reviewing saving habits Existing fund investors Planning the next decade
Format 4 evenings 1 full day 6 sessions · 3 months
Take-home material Bound workbook Annotated glossary Personal statement
Bring your own documents Yes (factsheets)
Produces written deliverable Workbook reflections Glossary Personal investment principles
Price (THB) ฿5,400 ฿8,300 ฿11,400

Standards that apply to every programme

These are not session-specific — they are the baseline Bodhi Wealth holds to across everything we deliver.

Privacy by design

No personal financial details are shared beyond the session room. Participant contact details are used solely for programme logistics and are not passed to any third party.

Current content

All factsheets and data references are reviewed before each cohort. If a fund's structure has changed, the material reflects it. We do not deliver the same deck indefinitely.

No financial advice given

Our programmes provide education and context. We do not recommend specific funds, products, or advisors. Participants make their own decisions using what they have learned.

Written terms before payment

Pricing, what is included, and cancellation terms are provided in writing before any payment is made. No subsequent changes to the fee or scope.

Feedback used, not archived

Participant reflections after the final session are read by the facilitator and used to adjust the following cohort. This is an active process, not a compliance exercise.

Group cap maintained

The twelve-participant maximum is not adjusted for waitlists or commercial reasons. If demand exceeds capacity, an additional cohort is scheduled rather than the existing one expanded.

Programme pricing

All prices in Thai Baht (THB). Payment in full before the first session. No hidden charges.

Saving with Intention

4 evening sessions

฿5,400

Per participant · includes workbook

  • 4 guided sessions
  • Bound workbook
  • Refreshments
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Fund Factsheets

1 full-day workshop

฿8,300

Per participant · includes glossary

  • Full-day workshop
  • Annotated glossary
  • Bring your own factsheets
  • Refreshments & lunch
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Patience Programme

6 sessions · 3 months

฿11,400

Per participant · includes personal statement

  • 6 guided sessions
  • Written investing principles
  • Case study materials
  • Refreshments per session
Enquire

Not sure which programme fits?

Write to us with a brief description of where you are and what you are trying to understand. We will give you an honest recommendation.

Send an Enquiry