Wealth Education Facilitator Training

Module 1 introduces facilitators to their dual role as educators and community-builders in Tamarind Learning. Participants begin by clarifying their personal “why” as the anchor for sustainable motivation, then practice using the platform’s key tools—dashboard navigation, discussion posts, annotations, and homework assignments—to personalize learning and reduce friction. The module emphasizes the importance of belonging and facilitator presence, drawing on research and case examples to show how early wins, consistent engagement, and milestone recognition directly increase completion rates. Learners finish the module by designing a first-month engagement plan for a sample participant, setting the stage for more advanced work in Module 2 on creating structured learning plans.

This course equips facilitators with the skills and tools to guide Tamarind learners through their first steps on the platform. It focuses on the conversations, insights, and rhythms that help adults stay motivated and connected to their goals. Facilitators learn how to lead effective discovery calls, support early engagement, and use Tamarind’s workbooks, activities, and platform data to personalize each learner’s experience.

By the end of the course, facilitators can design meaningful conversations, adjust pacing with confidence, and create a facilitation approach that supports prepared, engaged, and empowered learners as they move through their stewardship education.