TieUpChain

Financial Education & Economic Planning Excellence

Master Financial Planning Through Real-World Practice

Our comprehensive economic planning program combines theoretical knowledge with hands-on experience. You'll work with actual case studies from Thai businesses while learning from industry professionals who've navigated both local and international markets.

Financial planning workshop in progress

What You'll Actually Learn

Practical skills that matter in today's economy. No fluff, no unrealistic promises — just solid training based on what actually works in financial planning.

Budget Analysis & Forecasting

Learn to analyze spending patterns and create realistic financial projections. We'll show you the tools professionals use daily, not academic theories.

  • Cash flow modeling with real data
  • Risk assessment techniques
  • Scenario planning methods
  • Monthly reporting systems

Investment Strategy Development

Understand how to build diversified portfolios that match individual goals. We focus on proven strategies rather than get-rich-quick schemes.

  • Asset allocation principles
  • Market research methods
  • Portfolio rebalancing
  • Risk tolerance assessment

Economic Trend Analysis

Develop skills to interpret market indicators and economic data. You'll practice with current trends affecting Thailand and Southeast Asia.

  • Economic indicator tracking
  • Market cycle recognition
  • Regional economic factors
  • Industry impact analysis

Client Communication Skills

Master the art of explaining complex financial concepts clearly. Practice presenting recommendations that clients actually understand and trust.

  • Financial presentation design
  • Client meeting management
  • Progress report creation
  • Difficult conversation handling

Learn from People Who've Done the Work

Our instructors aren't just academics. They're financial planners who've helped real clients navigate market downturns, economic uncertainty, and major life changes. They bring stories from the trenches, not just textbook examples.

15+
Years combined industry experience
500+
Clients guided through financial planning
3
Economic downturns weathered successfully

Your Learning Journey

A structured 18-month program starting October 2025. Each phase builds on the previous one, giving you time to practice and absorb the material properly.

Months 1-3: Foundation

Building Your Knowledge Base

Start with financial planning fundamentals. You'll learn the vocabulary, understand basic concepts, and get comfortable with the tools professionals use daily. No prior experience needed.

Financial statement analysis Basic forecasting Client intake process
Months 4-9: Core Skills

Hands-On Practice

Work with real case studies and practice creating financial plans. You'll analyze actual client situations (anonymized) and develop recommendations under instructor guidance.

Portfolio construction Risk assessment Client presentations Economic analysis
Months 10-15: Advanced Application

Complex Scenarios

Tackle challenging situations like market volatility, major life changes, and economic uncertainty. Learn how experienced planners adapt strategies when circumstances change.

Crisis management Strategy adjustment Advanced modeling
Months 16-18: Professional Development

Building Your Practice

Focus on client relationships, business development, and ongoing professional growth. Learn how to build trust, manage expectations, and maintain long-term client relationships.

Business development Professional networking Continuing education