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Advisor Overview

Your Springboard to Prepare Clients for Wealth Stewardship

Families look to their closest advisors for help with educating members on family wealth management topics.  As an advisor, you may be comfortable advising on your specialty, but not entirely on topics outside of your area of expertise. With Tamarind Learning’s tailored learning programs, you can be confident that beneficiaries of wealth will gain the foundational knowledge they need in all key aspects of wealth management.

Tamarind Learning provides comprehensive and rigorous education programs that enhance your advisory role with your clients across a breadth of topics.  Our programs deliver curated and targeted curriculums that foster beneficiary’s awareness, appreciation, and understanding of the core areas of family wealth management. Through our programs, beneficiaries gain access to vital subjects such as fiduciary relationships, roles and responsibilities, basics of estate planning, trusts and tax, elements of personal finance, understanding financial and investment statements, trust administration, working with advisors, and trust investing in a safe, secure, and self-paced online learning environment.

Tamarind Learning is a resource for advisors to mentor their clients on an online program with content that is comprehensive, engaging, and current. Do you resonate with any of the following concerns?

  • Some of my clients don’t understand their responsibilities or what they should be doing as a beneficiary which also poses a professional liability risk to me.
  • It is challenging to engage the next generation who are not involved in the management of their wealth and do not feel empowered.
  • I am unsure if my clients understand what I am saying or teaching them and if they will retain the content.
  • I do not know the best way to teach my client how to be a beneficiary or a trustee.
  • Creating educational materials for each client is redundant and time consuming taking me away from other aspects of advising my clients.
  • I have tried to find tools and resources online to help educate my clients but could not find exactly what I am looking for.

Features for Advisors

  • Enroll your beneficiary clients in Tamarind Learning programs to educate them on the fundamentals of family wealth management.
  • The ability to monitor their client's progression providing support as needed.
  • The ability to audit and guide the client throughout their experience.
  • Can help select the appropriate program based on the needs and knowledge level of your clients.
  • Can augment the programs using client specific documents where appropriate.
  • Can be used as an accountability platform to help motivate, interact, and encourage clients to learn before meetings.
  • You may complete the Accredited Beneficiary Stewardship (ABS) program designation.
  • Upon completion of the ABS program designation, you may enroll in advanced mentorship training and become a certified Tamarind Learning Mentor


Increased Competence and Confidence

Your beneficiary will have increased competence and confidence in the foundational areas of beneficiary stewardship – the roles and responsibilities of beneficiaries and trustees, estate planning, trust basics, trust administration, tax, and trust investments.

Empowerment 

Empowers you to elevate your advisory role with clients increasing your efficiencies

Improved Quality and Productivity

Reduces your stress working with key parties and increases communication, and transparency among other advisors, coworkers, clients, and other family members. Frees-up your time to advise on other matters important to the client spending less time developing your own educational materials and more time with your clients.

Improved Relationships

Improves your relationships with clients increasing trust, rapport, and goodwill 

Validation of Retention of Knowledge

Provides learning checks, homework, and an exam to prove the client understands the concepts.

Augments Your Services

Provide opportunities to easily access, world-class family wealth education.



Tamarind Learning is the first and only company to provide online self-paced learning programs for beneficiaries to educate, support, and inspire them to be extraordinary stewards of wealth.

Tamarind Learning programs are:

  • Standardized and progressive to adapt from beginner to advanced learners
  • Developed by industry experts and instructional designers at Harvard
  • Regularly updated to reflect legal and tax code changes
  • Continuing education options
  • Accessible 24/7 via its online technology
  • Adaptive and engaging with various learning methods
  • Accountable learning checks and homework
  • Flexible for self-paced, advisor/mentorship, or family cohort learning
  • Can be white-labeled and further customized (fee based on the scope of the project)

WHY SHOULD My Clients Signup for THE ABS DESIGNATION?

The ABS designation will provide your clients with 1. increased credibility, 2. empowerment to act on your own behalf, and 3. improved competence, confidence, productivity, and communication with the family and advisors.

HOW LONG DOES IT TAKE TO COMPLETE?

Each course will take a different amount of time to complete based on your prior knowledge of the subject matter. On average, the ABS program will take about 45 hours to complete. The Stewardship in Action program will take about 14 hours to complete.  The Estate Planning, Trusts, and Tax program will take about 18 hours to complete. The Financial Planning, Administration, and Investing program will take about 13 hours to complete.

WHAT CAN BE DOWNLOADED?

There are documents that are downloadable either by clicking on the hyperlink or the download button on the top right of the embedded PDF viewer. Note that not all the documents are downloadable. Your Notes are all downloadable by clicking on the export button within the Notes widget.

HOW LONG DO we HAVE TO COMPLETE THE PROGRAM?

Access will last for one year from the time of purchase. If more time is needed to complete the program or want the ability to have access, please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist. 

IS THE WEBSITE SAFE, SECURE, AND CONFIDENTIAL?

Yes! The website is hosted on secure servers, backed up, and has redundancy protocols in place. The servers utilize actively managed security features to ensure the data is protected.

HOW LONG IS INFORMATION STORED ONCE A Client is NO LONGER ACTIVE?

Information and data will be stored up to 2 years after having access to Tamarind Learning unless otherwise instructed. Payment information is not stored by Tamarind Learning.

IS MY FAMILY GROUP OR COHORT INFORMATION PRIVATE?

Yes! Groups and families are created separate and share the information only within the group or family members.

WHO CREATED THE CONTENT?

The content was developed by respected industry thought leaders from each discipline. The content was then modified to the platform by the Tamarind Learning team.

HOW IS THE CONTENT KEPT CURRENT?

We will update the content when there are changes to the tax code and law that impacts Tamarind Learning content. We also work with industry leading thought experts who provide us with current content as it becomes available. Our goal is to maintain the content to ensure it is relevant.

DO YOU SHARE INFORMATION WITH 3RD PARTIES?

No. Privacy is at our utmost concern.

WHO OWNS THE INFORMATION (ACTIONS, ANSWERS, THOUGHTS, AND SHARING)?

Each learner owns their information. Tamarind Learning does not own the information and can not use information in any way without prior approval from the learner.

CAN I MAKE RECOMMEDATIONS AND REPORT ANY ISSUES?

Yes! Recommendations and issues can be sent using the Support Ticket feature accessible on the Dashboard. Otherwise, please contact us at (561) 427-1330 or support@tamarindpartners.com to speak with a Tamarind Learning specialist.

Do COURSES AS CONTINUING EDUCATION CREDIT?

At this time, no. However, we are in the process of working to establish Tamarind Learning as a provider for CE credits.

CAN I DEMO A COURSE OR PROGRAM BEFORE BUYING?

Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about a demo to see if the option is available.

DO YOU OFFER DISCOUNTS?

Yes, we do offer discounted rates to groups or families of five or more. If you're interested in taking a program as a group, please contact a Tamarind Learning specialist at (561) 427-1330 to discuss your interests and the requirements.

CAN I CUSTOMIZE A PROGRAM TO TAILOR THE COURSES FOR a FAMILY?

Yes, we would be more than pleased to customize the program for your client family. Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about the course and program design. Please note that any customization will involve an additional fee for development.

CAN Tamarind Learning be WHITE LABELed?

Yes, we would be more than pleased to customize and white label it based on your requirements. Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about the customization. Please note that any customization will involve an additional fee for development.

WHAT IS YOUR REFUND POLICY?

All courses are non-refundable – we encourage you to review the course information, our website, and our FAQ’s to determine if a program or course is right for you before you make your purchase.