With the 7-day free trial, you’ll have access to Tamarind Learning’s platform, including:

• A hands-on preview of the Stewardship Course
• Interactive learning tools, assessments, and resources
• No credit card required for access to the Stewardship Course preview

The Stewardship Course Preview introduces the concept of stewardship and helps you explore how these principles apply to your life as a beneficiary. The preview includes redacted course readings and activities, but you will have access to essential resources like articles, books, and podcasts by leading experts in the field.

What resources will I have access to?

• Books/Articles:
  • "Borrowed from Your Grandchildren" by Dennis Jaffe
  • "The Complete Family Office Handbook" by Kirby Rosplock
  • "The Legacy of Inherited Wealth" by Barbara Blouin
  • "Wealth Management Unwrapped" by Charlotte Beyer
• Videos/Podcasts:
  • Dr. Dennis Jaffe - "Modern Stewardship"
  • Warner Babcock - "Starting a Family Bank"
  • Joseph W. Reilly Jr. - "The Inheritance Project"
  • Charlotte Beyer - "Wealth Unwrapped: The CEO's Guide"

No, you do not need a credit card to start the free trial and access the Stewardship course preview. You'll only need to provide credit card information if you choose to explore additional courses. If you do, you won't be charged unless you decide to continue after the course trial period ends. 

To preview other courses beyond the Stewardship Course, you will need to purchase the course. You’ll have access to the first module during your 7-day trial and can cancel anytime before the trial ends to avoid being charged. Explore Tamarind Learning's courses.

If you would like more information or a detailed review of a specific course, feel free to contact us to schedule an individual course review.

After 7 days, you will no longer have access to the Stewardship preview course. However, you may request an extension if you did not have time to complete the course. 

Absolutely! Advisors can use the free trial to explore Tamarind Learning’s tools and courses, assessing how the platform can benefit their clients. You’ll gain access to a full preview of the Stewardship course, along with an overview of the platform’s educational features. If you are interested in a tour of additional advisor-focused features, including the advisor reporting dashboard, contact us. 

1. Schedule a Demo

Interested in exploring more? Schedule a personalized demo with one of our team members to walk you through our platform and answer any specific questions you may have. This is a great option for both individuals and advisors who want a more in-depth look at how Tamarind Learning can support wealth stewardship education.

Schedule a Demo

2. Take a Knowledge Assessment

Wondering where to start? Take our free knowledge assessment to understand your current wealth education level. Based on your results, we’ll recommend a personalized learning path tailored to your needs.

Start Your Knowledge Assessment

3. Review Tamarind Learning’s Full Curriculum

Explore our full range of courses, covering topics like trust administration, financial literacy, investments, and more. You’ll find courses designed for both beginners and more advanced learners to support your journey in wealth stewardship.

View Full Curriculum

5. Request a Course Review

If you’re still unsure which course is right for you, contact us to schedule an individual course review. We’ll provide additional insights and recommendations based on your interests and goals.

Schedule a Course Review

6. Join Our Webinar or Workshop

Stay engaged with our community by attending one of our upcoming webinars or workshops. Learn directly from experts and connect with others navigating similar wealth education journeys.

Link: View Upcoming Events