Mudita Wealth Programs

Our Programs

Three programs.
One considered direction.

Each program addresses a distinct phase of adult financial life. They can be taken in sequence or as standalone courses, depending on where you are.

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Our Methodology

How each program is structured

1

Weekly Modules

Content is released in weekly sections. Each module takes three to five hours across the week.

2

Reflection Prompts

Each module ends with prompts that connect the material to your own situation — not abstract exercises.

3

Framework Building

As the program progresses, you build toward a personal document that consolidates your learning.

4

Personal Output

The course ends with a completed personal statement or portfolio document — yours to keep and revisit.

Program 1 · 8 Weeks

Wealth Preservation Principles

An eight-week course for learners who already have meaningful savings and wish to understand how to protect them through uncertain seasons. The material is deliberately framed for learners whose earning years are shortening.

Lessons cover drawdown concepts, sequence-of-returns considerations for pre-retirees, currency and inflation reflections, and the careful balance between growth-seeking and stability-seeking allocations. The psychological side of preservation is addressed alongside the technical.

What you will cover

  • Drawdown planning and sequencing risk
  • Inflation and currency effects on savings
  • Allocation balance for pre-retirees
  • Psychology of preservation decisions
  • Personal preservation statement (output document)

Program steps

1

Weeks 1–2: Understanding your savings position and current allocation

2

Weeks 3–4: Sequence-of-returns and drawdown sequencing

3

Weeks 5–6: Inflation, currency, and purchasing power over time

4

Weeks 7–8: Drafting your personal preservation statement

Wealth Preservation
Low-Key Investing

Program 2 · 12 Weeks

A Personal Framework for Low-Key Investing

A twelve-week program for learners who wish to develop an unhurried investing practice that does not require daily attention. The course concludes with a short personal investing statement that learners can keep and revisit annually.

Topics include simple portfolio architectures, automatic contribution routines, annual review practices, and the calibration of risk through changing life stages. This program suits those who want a systematic approach without complexity.

What you will cover

  • Simple portfolio architectures for adult investors
  • Setting up automatic contribution routines
  • Annual review practices and rebalancing
  • Calibrating risk across life stages
  • Personal investing statement (output document)

Program steps

1

Weeks 1–3: Mapping your current position and investment temperament

2

Weeks 4–6: Portfolio architecture and simple structure options

3

Weeks 7–9: Contribution habits, automation, and annual review

4

Weeks 10–12: Drafting your personal investing statement

Program 3 · 16 Weeks · Advanced

Stewardship Across Generations

A sixteen-week advanced program addressing the long arc of wealth stewardship within a Thai family context. This is the most comprehensive program Mudita Wealth offers, and is suited to those who wish to take a full, considered view of their financial legacy.

Material covers inheritance custom and formal planning, the coordination of business or property interests, financial conversations with adult children and aging parents, and charitable intent. The program closes with a personal stewardship portfolio and two optional educational conversations with a program mentor.

What you will cover

  • Thai inheritance customs and formal planning
  • Business and property coordination across family
  • Conversations with adult children and aging parents
  • Charitable intent and structured giving
  • Personal stewardship portfolio (output document)
  • Two optional mentor conversations included

Program steps

1

Weeks 1–4: Thai inheritance framework and family financial mapping

2

Weeks 5–8: Business interests, property, and coordination across family

3

Weeks 9–12: Family conversations, charitable intent, and legacy framing

4

Weeks 13–16: Stewardship portfolio completion + optional mentor conversations

Stewardship Across Generations

Compare

Which program suits you?

Not sure where to begin? Use this overview to find your starting point.

Feature Wealth Preservation Low-Key Investing Stewardship
Duration 8 weeks 12 weeks 16 weeks
Fee (THB) ฿3,890 ฿7,490 ฿10,890
Focus Preserving savings Building habits Family legacy
Best suited for Pre-retirees Active earners 40+ Business owners & parents
Personal output Preservation statement Investing statement Stewardship portfolio
Mentor conversations 2 sessions optional
Thai context In-depth

All programs are self-paced and fully online. Not sure which fits? Contact us — we're happy to discuss.

Across All Programs

Shared standards

Data Privacy

Learner information is stored securely and never used commercially.

No Product Sales

No financial products are promoted within any program, ever.

Annual Review

All program material is reviewed annually to reflect current conditions.

Plain Language

Technical terms are always accompanied by plain explanations.

Any Device

Programs are accessible from computers, tablets, and phones — no app required.

Human Support

A real team member responds to all enquiries within one business day.

Ready to explore a program?

We are glad to answer questions and help you identify the best starting point for your situation.

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