Retirement Planning Mastery Program
Build expertise that transforms financial futures
Our comprehensive training program equips financial professionals with advanced retirement planning strategies. Over eight months, you'll work alongside experienced consultants who've guided hundreds of clients through complex pension decisions in Thailand's evolving regulatory environment.
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Learn from practitioners who've been there
Our instructors bring decades of combined experience from actual client work. They've navigated market downturns, regulatory changes, and countless unique retirement scenarios. You'll learn practical approaches that work in real-world situations.
Kasper Thorvaldsen
Senior Retirement Strategist
Kasper spent 14 years building retirement portfolios for high-net-worth individuals across Southeast Asia. He's developed frameworks that balance growth potential with downside protection—approaches he'll share throughout the curriculum.
Siobhan Redmond
Pension Compliance Specialist
After handling over 300 pension transfer cases, Siobhan knows exactly where plans can go wrong. She teaches a systematic approach to regulatory compliance that's saved her clients from costly mistakes and audit complications.
Linnea Solberg
Financial Planning Director
Linnea leads our client advisory team and brings 18 years of experience structuring retirement solutions. She'll walk you through client communication strategies that transform complex financial concepts into clear decisions.
What you'll actually learn
Retirement Analysis Fundamentals
Start with comprehensive needs assessment frameworks. You'll practice calculating retirement income gaps, evaluating existing pension schemes, and identifying planning opportunities specific to Thailand's financial landscape.
Investment Strategy Design
Explore portfolio construction methods that balance growth needs with risk tolerance. We cover asset allocation strategies, rebalancing approaches, and how to adjust plans as clients move through different life stages.
Regulatory Navigation
Master Thailand's pension regulations, tax considerations, and compliance requirements. This module covers documentation standards, reporting obligations, and how to structure plans that meet regulatory expectations.
Client Relationship Management
Learn consultation techniques that build lasting client relationships. We focus on explaining complex concepts clearly, managing expectations realistically, and maintaining engagement through long-term planning horizons.
Practical Client Work
Complete supervised case studies with real retirement scenarios. You'll develop actual planning recommendations under instructor guidance—experience that translates directly to client engagements.
Industry Connections
Join a network of financial professionals who share insights and referrals. Many participants continue collaborating long after completing the program.
Updated Knowledge
Access our quarterly regulatory update sessions for two years after graduation. Stay current as Thailand's pension landscape continues evolving.
What makes this training different
We're not teaching theory from textbooks. Every module reflects strategies our team uses with actual clients. You'll work through real planning challenges, handle authentic compliance scenarios, and practice client conversations that mirror what happens in consultation rooms.
- Small cohorts ensure personalized feedback on your work
- Guest sessions with regulators, investment managers, and estate planners
- Planning software training on platforms you'll use professionally
- Ongoing mentorship opportunities beyond graduation
- Certificate recognized by Thailand's financial planning associations