Many families worry their beneficiary(s) may not be responsible or could be taken advantage of when it comes to their trust or inheritances. Without the proper wealth education, the probability of one or both of these scenarios happening increases. Ensure the legacy you leave to your heirs enhances their life with holistic wealth education from Tamarind Learning. 

Our world-class on-demand virtual platform provides twenty-six courses covering wealth, taxes, investing, finance, and trust. We use real-life examples, case studies, and bespoke resources throughout every course to make learning exciting and inspiring. 

Empower your beneficiary to be a responsible steward.  

  • Beneficiaries build competence and confidence around wealth to be able to advocate for themselves
  • Real-life scenarios to prepare for responsible decision making 
  • Homework and quizzes help monitor progress and understanding of topics 
  • Teaches beneficiaries how to become a resource to their family and develop credibility to take on responsibilities 

Is Your Beneficiary Ready? 

Take this short assessment to gauge if your beneficiary is ready for the responsibilities that come with wealth. This assessment has statements from the 9 wealth topic areas covered in the ABS course, use the results at the end of the assessment to determine if the ABS program is right for your beneficiaries. 

Monthly One Time

Individual: 1 User

Accredited Beneficiary Stewardship Program

  • Access to 10 Courses
  • ABS Accreditation
  • Go At Your Own Pace
  • Total Privacy
  • Content Updated Regularly
  • Unlimited Access for 2 years

Group Pricing Available

  • Perfect for Family Offices, Families, Siblings, Cousins or Peers
  • Pace with Group or Individually
  • Total Privacy
  • Additional Features
  • Track Progress of Group
  • Share Notes, Questions, & Thoughts
  • Document Storage
  • Contact Us for payment options

Enterprise: 10+ Users

Accredited Beneficiary Stewardship Program

Contact Us
  • Perfect for Institutions, Multi-Family Offices, RIAs, Trust Companies and Large Groups
  • Custom/Personalized Access to Courses
  • 3, 5, or 10 Year Terms  
  • Ability to White Label
  • Track Progress of Learners
  • Single Sign-On Option
  • Advisors Connected to Family Learners
  • Pace with Group or Individually
  • Share Notes, Questions, and Thoughts 
  • Document Storage Capability
  • Multiple Cohorts and/or Single Users
  • Education Consulting Support

This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course! - Daniel W.

Very relevant and important material. User friendly and comprehensible. - Amy H. 

After this estate planning course, I can say I have a grip on the legal language which previously was so intimidating and destabilizing! - Lee M.

Taxes are never fun! The visuals were very good and made it interesting from the start. - Robin M.