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ABS Wealth IQ Assessment

The 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 the in-depth assessment to explore your breadth of understanding and create a plan to address knowledge gaps.

 Accredited Beneficiary Stewardship Program (ABS)

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.


Not Sure If Your Family Wealth Education is Up To Par?

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:

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