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siripatha retirement planning courses overview

Our Programmes

Three Courses, Each Designed for a Specific Starting Point

Whether you are exploring retirement planning for the first time or looking to bring structure to existing savings, there is a siripatha course suited to where you are now.

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How We Structure the Learning Experience

Each course follows a consistent approach — spaced sessions, practical materials, and genuine space for questions — while addressing a different level of preparedness.

Structured Modules

Each session builds logically on the one before, with time built in between sessions for practice and reflection.

Applied Exercises

Participants work through exercises based on their own situation — not abstract case studies that feel disconnected from real life.

Open Discussion

Small group sizes create an environment where questions are welcomed rather than deferred, and peers can learn from each other's perspectives.

Beginner Level

Foundations of Retirement Readiness

A considered introduction designed for adults aged 40 and above who are beginning to think about what a comfortable post-career period might require. The course covers savings rate assessment, the basics of pension fund structures in the Thai context, and how to map current financial resources against realistic long-term living costs.

Participants work through personalised worksheets session by session, review case studies drawn from Southeast Asian retirees in comparable circumstances, and learn how to set milestones that are meaningful for their own situation rather than based on generic benchmarks.

What is Covered

  • Savings rate assessment and projection
  • Thailand's Social Security Fund — retirement provisions explained
  • Provident fund basics and options at retirement
  • Mapping current assets against long-term cost estimates
  • Setting realistic, personal milestones

Course Format

  • 3 live group sessions over 3–4 weeks
  • Take-home planning workbook
  • Southeast Asian case study materials
Foundations of Retirement Readiness course
Income Streams After Retirement course
Intermediate Level

Income Streams After Retirement

Designed for those who want to explore how to maintain a steady flow of resources once regular employment ends. This course covers the range of income options available within the Thai context — from rental income and dividend-bearing instruments to annuity structures and part-time consultancy arrangements.

Each module includes guided exercises, peer discussion, and scenario modelling using realistic Thai market figures. The pace is measured throughout, and participants leave with a personalised income map template built around their own circumstances.

What is Covered

  • Rental income: practical considerations for Bangkok property
  • Dividend-bearing instruments in the Thai market
  • Annuity structures available through Thai insurers
  • Part-time consultancy — legal and practical framework
  • Scenario modelling: combining multiple income sources

Course Format

  • 4–6 weeks with spaced sessions
  • Personalised income map template
  • Two individual coaching calls with an advisor
Advanced Level

Advanced Retirement Portfolio Construction

For participants who already hold some savings and want to bring them together into a considered, age-appropriate portfolio. The course covers asset allocation principles, rebalancing approaches, withdrawal strategies that account for longevity, and inflation hedging relevant to the Thai and regional financial landscape.

The curriculum includes portfolio simulation exercises, structured group critique sessions, and access to a private resource library that remains available beyond the course. Five live sessions culminate in a capstone review with a course advisor — a one-to-one session where participants can address their specific portfolio questions in depth.

What is Covered

  • Asset allocation for age and risk profile
  • Portfolio rebalancing schedules and triggers
  • Withdrawal strategies that account for longevity
  • Inflation hedging in the Thai and regional context
  • RMF, government savings instruments, and listed equities

Course Format

  • 5 live sessions over 6–8 weeks
  • Private resource library access (ongoing)
  • Capstone review session with a course advisor
Advanced Retirement Portfolio Construction course

Choose the Right Programme for You

Use this overview to understand what each course covers and which is best suited to where you are today.

Feature Foundations
฿4,500
Income Streams
฿9,800
Advanced Portfolio
฿17,900
Live sessions3Multiple (4–6 wk)5
Planning workbook
Personalised income map
Individual coaching calls2 callsCapstone review
Private resource library
Portfolio simulation exercises
Best forStarting out, first explorationBuilding steady post-work incomeOrganising existing savings

What All Three Courses Share

Data Privacy (PDPA)

All participant information is handled in line with Thailand's Personal Data Protection Act.

Session Confidentiality

Personal financial details shared within group sessions are treated as confidential by all participants and instructors.

Up-to-Date Content

All courses are reviewed twice yearly to ensure alignment with current Thai financial regulations and market conditions.

No Product Promotion

siripatha is not affiliated with any financial provider. We present options without steering participants toward specific products.

Small, Managed Groups

Session sizes are kept small to allow genuine participation, not passive observation.

All-Inclusive Pricing

The listed fee for each course covers all materials, sessions, and any included coaching. No additional charges apply.

Still weighing your options?

We Can Help You Choose

If you are not certain which course fits your current situation, our team is happy to have a brief, no-pressure conversation to help you think it through.

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