Education That Matches Where You Are
Whether you're beginning to think about money seriously or planning wealth across decades, there's a program at Oakthorn that fits your starting point.
← Back to HomeHow Every Program Is Structured
Each Oakthorn program follows the same core design principle: concepts before application, depth before breadth, and honest discussion throughout. Sessions are spread one week apart to give participants time to reflect, read, and test ideas before the next discussion.
All programs are delivered in small cohorts of no more than twelve participants, at our office in Lumphini, Bangkok. Materials — workbooks, guides, frameworks — are provided and kept by the participant after the program concludes.
Max 12
per cohort
Weekly
session spacing
Included
printed materials
30 Days
follow-up support
Financial Literacy Foundations
A foundational program covering the essential concepts everyone should know about money. Topics include the relationship between income and wealth, the cost of borrowing, the mechanics of saving, and basic protection planning. Supported by a knowledge workbook and self-assessment tools. Suitable for any starting level.
What the sessions cover:
- 01 Income, spending, and the gap between them — what wealth actually means
- 02 Borrowing: how interest compounds, what debt costs, and when it makes sense
- 03 Savings mechanics: accounts, habits, and building a functional buffer
- 04 Basic protection planning: insurance logic, emergency funds, and financial resilience
- Knowledge workbook included
- Personal self-assessment tools
- No prerequisites required
Understanding the Thai Stock Market
An educational program providing a clear, approachable overview of the Stock Exchange of Thailand. Covers market structure, how trading works, index interpretation, company financial overview reading, and the role of brokers and regulators. Includes a market navigation guide and glossary.
What the sessions cover:
- 01 The SET: structure, participants, indices, and how markets function day-to-day
- 02 Reading company financials: balance sheets, earnings, and what the numbers reveal
- 03 Brokers, regulations, and how to navigate the Thai investment environment responsibly
- Market navigation guide included
- Thai financial glossary
- SET-specific curriculum throughout
Long-Term Wealth Building Plan
A strategic advisory service for individuals committed to building wealth over a multi-decade horizon. Covers savings rate optimisation, asset allocation principles, reinvestment strategies, and periodic rebalancing logic. Concludes with a written personal wealth-building plan, a milestone calendar, and an annual review framework.
What the sessions cover:
- 01 Where you stand now: assets, liabilities, cash flow, and savings rate analysis
- 02 Asset allocation principles: equities, fixed income, property, and time horizons
- 03 Reinvestment and compounding: how returns accumulate over decades
- 04 Rebalancing logic: when to adjust, and how to stay on course during volatility
- 05 Plan review: presenting your written wealth plan and annual review framework
- Personalised written wealth-building plan
- Milestone calendar
- Annual review framework
Choosing the Right Program
Use this comparison to identify where your starting point is and which program makes sense for your situation right now.
| Feature | Foundations | Thai Stock Market | Wealth Building |
|---|---|---|---|
| Sessions | 4 | 3 | 5 |
| Price (฿) | 3,500 | 6,800 | 22,500 |
| Prior knowledge required | Basic helpful | Some recommended | |
| SET market focus | Partial | ||
| Personalised written plan | |||
| Best for | Complete beginners | Equity-curious learners | Long-horizon planners |
Many participants begin with Foundations and progress into one or both further programs.
Our Professional Standards
Confidential Sessions
Personal financial details shared during sessions remain confidential. Participant data is handled in accordance with Thailand's PDPA.
Quality Assurance
All programs are reviewed annually. Participant feedback shapes each iteration, and curriculum is updated to reflect current Thai market conditions.
Educational Scope Only
Our programs provide education, not personalised investment advice or regulated financial services. This boundary is maintained throughout all sessions.
Clear Pricing
All program fees are all-inclusive. No additional charges for materials, follow-up access, or completion documentation.
Bangkok-Based Delivery
Sessions take place at our Lumphini office. Limited online participation is available for some programs — contact us to discuss your situation.
Post-Program Support
All participants retain 30-day email access to their program educator after the final session to resolve questions that arise from applying their learning.
Not Sure Where to Start?
Get in touch and we'll have a brief conversation about your background and goals. No pressure — just a starting point.
Get in Touch