Test Your Wealth IQ
Take this short quiz to see if you would pass an initial set of questions from the Accredited Beneficiary Stewardship Program. Your score may help you assess knowledge and where there may be room to grow.
Take this short quiz to see if you would pass an initial set of questions from the Accredited Beneficiary Stewardship Program. Your score may help you assess knowledge and where there may be room to grow.
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.
Want to assess your family's education with a Tamarind Learning Expert? Still not sure which program is best for you? Set up a short, 30-minute, one-on-one consultation and we are happy to discuss: