Advisor Led Wealth Education

Building Continuity Across Generations 

Advisors now have a wealth education platform to mentor clients through Tamarind Learning’s Accredited Beneficiary Stewardship (ABS) program.

  • Comprehensive curriculum for heirs including 10 important wealth topics with customized courses 
  • Be more efficient with advisement by providing an educational resource that helps your clients become more prepared 
  • Interactive, real-life resources to augment learning 
  • Foster deeper client-advisor trust with families and beneficiaries
Test The Platform


You Owe it to Your Clients to Test the Platform for Free!

See how the ABS course can benefit your clients. Test the platform for free by creating an account below.

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What Recent Graduates Have To Say

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.

Are My Clients Good Candidates For The ABS Program?

BEnefits of ABS Program 

Click here to view the benefits of your clients completing this ABS course 

Is Your Client a good Candidate for the Abs program

Not sure if your clients need wealth education? Click here for guiding questions to ask to uncover the need or interest in the ABS program

Screening Questions for ABS program

Click here for a question flow chart which can help you understand if you have clients that may benefit from the ABS program

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