Assessment - Next Gen Personal Education Plan 

Set the stage for successful wealth education by taking this in-depth assessment. 

This assessment is designed to guide you through the creation of a personal education plan (PEP), supporting the selection of wealth education topics and identifying priorities to focus on. Once you have completed the assessment, a PDF will be emailed to you and can be paired with Tamarind Learning's PEP workbook.

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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