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

  • Comprehensive curriculum for heirs including 9 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


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.

ABS Assessment - Are Your Clients Right For The Program?

This short assessment gauges your client's level of knowledge and understanding of the 9 topics covered within the ABS program. Use this assessment to identify areas where the program can help your clients build and deepen their wealth foundation.

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

Connect and collaborate with your clients by guiding or shadowing beneficiaries throughout their learning experience

Monthly Yearly

save 2 months!

Individual: 1 User


Accredited Beneficiary Stewardship Program

$900/month
  • Access to 26 Courses
  • ABS Accreditation
  • Unlimited Access
  • Go At Your Own Pace
  • Total Privacy
  • Content Updated Regularly
  • 1-Year Term

Group: 2-10 Users


Accredited Beneficiary Stewardship Program

$3,960/month
  • Perfect for Family Offices, Families, Siblings, Cousins or Peers
  • Track Progress of Group
  • Full Access to Courses
  • ABS Accreditation
  • Pace with Group or Individually
  • Share Notes, Questions, & Thoughts
  • Document Storage
  • Content Updated Regularly
  • Total Privacy
  • 2-Year Term

Enterprise: 10+ Users


Accredited Beneficiary Stewardship Program

Contact Us
  • Perfect for Institutions, Multi-Family Offices, RIAs, Trust Companies and Large Groups
  • Custom/Personalized Access to Courses
  • 3, 5, or 10 Year Terms  
  • Ability to White Label
  • Track Progress of Learners
  • Single Sign-On Option
  • Advisors Connected to Family Learners
  • Pace with Group or Individually
  • Share Notes, Questions, and Thoughts 
  • Document Storage Capability
  • Multiple Cohorts and/or Single Users
  • Education Consulting Support

WHY SHOULD My Clients Signup for THE ABS PROGRAM?

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

CAN I DEMO A COURSE OR PROGRAM BEFORE BUYING?

Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist or try a Free Demo for 7 days here.

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.

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.

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.

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.

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 FAMILY GROUP OR COHORT INFORMATION PRIVATE?

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

HOW LONG DOES IT TAKE TO COMPLETE?

Each course will take a different amount of time to complete based on 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 for a single user license from the time of purchase, two years for a group license, or longer for institutional licenses. 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. 

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 YOU OFFER DISCOUNTS?

Yes, we do offer discounted rates to groups or families. 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.

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. You can also try a Free Trial here.