On-Demand, Anytime, Anywhere

Empowering global families and their heirs to steward wealth and legacy.


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Designed by and for heirs and expert advisors

Making even the most challenging wealth concepts engaging
through tailored resources and real-life examples.

 

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Individual and cohort environments

Ensuring superior learner retention through interactive multi-modal
courses and gamification.

 

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Advisors

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Less time explaining, more time advising.


Give your clients access to the only portal addressing the unique needs of generational wealth families.


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Beneficiaries

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Learn at your pace or collaborate with family.


Contemporary and trusted education tailored to your unique needs that fits your lifestyle.


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Families

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Ensure your heirs are stewards of wealth.


The only wealth education solution designed for the needs of multi-generational wealth transfer.



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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.


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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.