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.
Return to HomeOur Methodology
How each program is structured
Weekly Modules
Content is released in weekly sections. Each module takes three to five hours across the week.
Reflection Prompts
Each module ends with prompts that connect the material to your own situation — not abstract exercises.
Framework Building
As the program progresses, you build toward a personal document that consolidates your learning.
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
Weeks 1–2: Understanding your savings position and current allocation
Weeks 3–4: Sequence-of-returns and drawdown sequencing
Weeks 5–6: Inflation, currency, and purchasing power over time
Weeks 7–8: Drafting your personal preservation statement
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
Weeks 1–3: Mapping your current position and investment temperament
Weeks 4–6: Portfolio architecture and simple structure options
Weeks 7–9: Contribution habits, automation, and annual review
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
Weeks 1–4: Thai inheritance framework and family financial mapping
Weeks 5–8: Business interests, property, and coordination across family
Weeks 9–12: Family conversations, charitable intent, and legacy framing
Weeks 13–16: Stewardship portfolio completion + optional mentor conversations
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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