This Wealth IQ assessment is designed to be used directly by beneficiaries, families or advisors to:

  • Assess your level of knowledge in ten key wealth-related areas
  • Establish learning goals and areas for growth

Download this short assessment to explore levels of understanding and create a plan to address knowledge gaps.

Download below:

The Tamarind Learning ABS program is a self-paced, online learning program that provides beneficiaries with a professional designation.

Through a highly tailored education experience, family members and their advisors may either audit the coursework or complete the program's designation. The comprehensive and rigorous fiduciary stewardship content builds a foundation of knowledge 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.

Assess your family's education needs with a Tamarind Learning Expert.

Set up a short one-on-one consultation to discuss:

  • Your needs, interests, program, and pricing options
  • Ways to use Tamarind Learning (individually, in groups, or cohorts)
  • See a live demo and ask any questions you may have

Schedule below: