Chiang Mai · Thailand
Financial Clarity, At Your Own Pace
Structured courses designed for adults 40 and above who wish to understand how their savings can work more thoughtfully — without the noise, pressure, or jargon.
Our Programmes
Three Courses, One Considered Direction
Each course builds on a clear, unhurried approach to financial understanding. Choose the level that matches where you are right now.
7-Week Programme
Understanding Mutual Funds in the Thai Market
A careful introduction to equity funds, fixed income, mixed funds, and tax-favored SSF and RMF categories. Includes a fund fact sheet exercise and a household allocation worksheet completed privately.
- Fund fact sheet reading exercise
- SSF & RMF tax category overview
- Capital preservation focus
13-Week Programme
The Considered Investor: Building a Personal Portfolio Framework
From fund literacy to a coherent personal framework. Covers goal-setting, time-horizon mapping, provident fund coordination, and a simple rebalancing practice. Closes with a written personal investment policy.
- Paper portfolio across the programme
- Provident fund coordination
- Personal investment policy document
17-Week Programme
Wealth Stewardship for the Second Half
A deep programme on long-view questions: stewardship within the family, intergenerational planning, charitable intent, and careful capital preservation. Includes Thai inheritance practice and two optional educational conversations.
- Thai inheritance & estate considerations
- Two optional advisory conversations
- Personal stewardship document
Common Questions
Things People Often Ask
Who are these courses designed for?
Lanna Capital programmes are designed for adults aged 40 and above living in Thailand who have meaningful savings and wish to understand their financial picture more clearly. No prior investing experience is required for the first course.
How are the courses delivered?
Sessions are held in small groups at our Nimmanhaemin Road office in Chiang Mai. We keep groups small so that each participant can work at a considered pace. Supplementary materials are provided in print form for your review between sessions.
Do I need to have significant savings to join?
Not at all. The first two programmes are appropriate for anyone who simply wants to understand how Thai financial products work. The third programme — Wealth Stewardship for the Second Half — is more suitable for those who have accumulated savings and are thinking about longer-term questions.
Are these courses taught in English?
Yes, all programmes at Lanna Capital are conducted in English. Materials are also provided in English. Please contact us if you have language-related questions before enrolling.
What is the enrolment process?
Use the enquiry form below or call our office directly. We will arrange a brief introductory conversation to understand what you are hoping to gain and to confirm that the timing and programme level suit your situation.
What is the refund or cancellation policy?
If your circumstances change before a programme begins, we will work with you to find an alternative start date. Full details are shared at enrolment. Please contact us directly with any concerns and we will respond thoughtfully.
Take the First Step
Is there a programme that feels right for where you are now?
Send us a note or call the office. We are happy to talk through the options with you at whatever pace suits.
Visit Us
Our Location in Chiang Mai
Reach Out
We'd Be Glad to Hear From You
Our Office
34 Nimmanhaemin Road
Suthep, Mueang Chiang Mai
Chiang Mai 50200, Thailand
Monday – Friday: 9:00 – 17:30
Saturday: 10:00 – 14:00
Sunday: Closed