Advisors
_____
Less time explaining, more time advising.
Give your clients access to the only portal addressing the unique needs of generational wealth families.
Beneficiaries
_____
Learn at your pace or collaborate with family.
Contemporary and trusted education tailored to your unique needs that fits your lifestyle.
Families
_____
Ensure your heirs are stewards of wealth.
The only wealth education solution designed for the needs of multi-generational wealth transfer.
Accredited Beneficiary Stewardship Program (ABS)
The ABS program is the first and only self-paced, online learning program and professional designation for beneficiaries.
Through a highly tailored education experience, beneficiaries of trust assets may either audit or complete the program's coursework. The comprehensive and rigorous fiduciary stewardship content builds a foundation of knowledge and enhances students' understanding of the building blocks of wealth in the areas of estate planning, trusts, administration, investing tax, fiduciary relationships, responsibilities, and more.
Featuring engaging multi-media content - film, interviews, and articles - anonymized real-life cases, and applied learning techniques, students find the education experience to be interesting and engaging.
Cutting-edge Family Wealth Education
Family wealth education that
empowers you to learn
succeed, and advance
Tamarind Learning Featured Podcasts
________________________
Nov 14, 2022 in Trusts and Estate
In this informational podcast, Canadian Chief Learning Officer, Cindy Radu, is joined by Professor Albert H. Oosterhoff who outlines the basics of a trust and the role of a trustee.
Nov 07, 2022 in Investing
Podcast guest and impact investing expert Grant Conroy sits down with Tamarind Learning's CLO, Cindy Radu to define and demystify the growing topic of impact investing. Grant and Cindy cover risk and return, impacting investing acronyms, reporting rules, and getting started with the help of examples.
Aug 27, 2022 in Wealth Management
Tamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.
