The Tamarind Learning Interest Assessment Profile is a short, personalized questionnaire designed to help identify the topics most relevant to your life, interests, and family context.

In approximately 5 minutes, you’ll rate a range of wealth education topics based on how important and relevant they feel to you right now — there are no right or wrong answers.

Topics include personal finance, investing, stewardship, generational wealth, trusts, estate planning, fiduciary relationships, leadership, philanthropy, and more. 

After completing the assessment, you’ll receive a personalized PDF summary highlighting your areas of interest and development, along with recommendations for next steps.

From there, you can:

  • Build a customized learning path based on your priorities
  • Explore individual courses or a broader educational journey
  • Learn more about the Accredited Beneficiary Stewardship (ABS) designation
  • Connect with the Tamarind Learning team for guidance and support