numariass financial education programs

Chapter 01 — Programs Overview

Three programs. One consistent approach.

Each numariass program is a distinct format designed for a different kind of learner — but all share the same commitment to genuine understanding without pressure or product sales.

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Chapter 02 — Our Approach

What makes a numariass program different

Every numariass program begins with a commitment to the participant's understanding — not their purchase decision. This means the structure, pace, vocabulary, and approach of every session is calibrated to help adults genuinely absorb what they are learning, not simply to cover material.

We work from the Thai financial context specifically. International frameworks and abstract theory have their place, but the adults who attend our programs need to understand the instruments, terms, and institutions they actually encounter in Bangkok — and that is what our content addresses.

No sales pressure

No programme leads to a product recommendation or a commission arrangement.

Thai market context

Content reflects the specific financial landscape of Thailand throughout.

Experienced facilitators

Each program is led by a qualified educator, not a salesperson.

Written materials included

Every programme includes reference materials participants keep and use beyond the sessions.

Program 01

Money Conversations Circle

฿9,800 per person

A small-group discussion series for adults over 40 who want a comfortable, non-judgmental space to explore financial topics relevant to their stage of life. Each session is led by an experienced facilitator and covers a specific theme — from understanding bank products and insurance to navigating inheritance and family financial conversations.

The circle meets weekly for five weeks, with each session lasting two hours. Groups are capped at eight participants to foster open dialogue. Refreshments and reference materials are included.

Topics covered across the five sessions:

  • Understanding common Thai bank products and their characteristics
  • Life insurance types — what they are and how they differ
  • Navigating conversations about inheritance and family finances
  • Understanding provident fund and retirement savings basics
  • Questions worth bringing to your financial advisor
Money Conversations Circle at numariass

5

Sessions

2h

Per Session

8

Max Participants

Investment Literacy Program at numariass

8

Sessions

90m

Per Session

+

Workbook Included

Program 02

Investment Literacy Program

฿28,000 per person

A structured educational series designed to demystify the Thai investment landscape for adults who may have limited prior exposure to stocks, bonds, mutual funds, and other instruments. The program emphasises understanding rather than action — participants learn how to read financial statements, evaluate context around risk, and ask informed questions of their advisors.

Delivered across eight weekly sessions of 90 minutes each. Includes a workbook with exercises, glossary, and real-world case studies presented in accessible language.

Program learning areas:

  • The Thai investment landscape: an honest overview
  • Reading and understanding financial statements
  • Equities, bonds, and mutual fund basics
  • What "risk" actually means in practice
  • Evaluating investment information critically
  • Working more effectively with your financial advisor
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Program 03

Personal Financial Mapping

฿49,500 per engagement

A private, one-on-one educational engagement where a financial educator works with the participant to create a comprehensive visual map of their current financial situation. This is not advisory — the goal is to help the individual understand what they have, where it is, and what questions they might want to bring to their financial advisor.

The process includes two in-depth sessions across three weeks, with a detailed written summary provided afterwards. Particularly valued by those who have accumulated assets over time but have not recently reviewed their overall picture.

What the mapping process covers:

  • A structured review of your current financial holdings
  • Clarifying what each element of your portfolio actually is
  • Identifying gaps in your own understanding
  • Creating a visual map of your complete financial picture
  • A written summary document you keep permanently
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Personal Financial Mapping session at numariass

2

Sessions

3w

Duration

1:1

Private Format

Chapter 03 — Comparison

Choosing the right program for you

Each program is designed for a different kind of learning need. Here is a straightforward comparison to help you decide which might suit your situation best.

Conversations
฿9,800
Literacy
฿28,000
Mapping
฿49,500
Format Small group Small group Private 1:1
Best for Open discussion & broad topics Investment concepts Personal financial review
Duration 5 weeks 8 weeks 3 weeks
Prior knowledge needed
Workbook included
Written summary
Personal financial map

All prices are per person for the complete programme. No hidden fees.

Chapter 04 — Standards

Standards that apply across every program

No product recommendations

Strictly enforced. Facilitators are educators, not advisors, and operate under this clear boundary in every session.

Participant confidentiality

All session content and participant disclosures are treated as confidential by numariass staff and, in group settings, agreed to by participants themselves.

Regularly updated content

Program materials are reviewed and updated to reflect changes in the Thai financial environment, ensuring content remains accurate and applicable.

Not sure which program is right for you?

Send us a message and we will take a few minutes to discuss your situation. There is no obligation, and we are genuinely happy to help you figure out whether any of our programs would be useful.

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