Individual: 1 User
One of the greatest challenges faced by beneficiaries of a trust is the lack of education and resources available to help you understand your role, your rights, and your responsibilities.
Designed with you in mind, Tamarind Learning is an innovative, interactive learning platform that is efficient, effective, and enjoyable.
Our Accredited Beneficiary Stewardship (ABS) program provides foundational education in estate planning, trusts, tax, investing, trust administration, financial planning, fiduciary oversight, trustee and beneficiary relationships, and working with your advisors.
Improve your competence and confidence as a beneficiary today.
Stewards are not simply born, they are cultivated with great care, nurturing, and support. To become a good steward, you must develop skills, define your vision and values and put them into action, and work to continually adapt and hone your path.
Tamarind Learning is a highly tailored education experience using multiple approaches to teach and empower you with the financial building blocks to understand your wealth. In your role, knowledge is power. With this comprehensive online approach to wealth education you will finish with:
The ABS program from Tamarind Learning features sophisticated metrics to track progress and demonstrate your understanding and knowledge. You will show increased confidence, competence, and empowerment knowing what it takes to be a wealth steward.
This is a list of questions that beneficiaries have asked about Tamarind Learning before signing up. There is a more robust list of all FAQs to view here.
Each course will take a different amount of time to complete based on your prior knowledge of the subject matter. On average, it may take only 1-2 hours to cover the lessons in a course, but additional time to complete readings, activities, and homework. Homework is optional but enhances the experience of the learner. Overall, the ABS program will take about 45-50 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 16 hours to complete.
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.
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.
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.
Yes! Groups and families are created separate and share the information only within the group or family members.
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.
We will update the content when there are changes to the legal system and/or more current information. For example, the tax code is constantly being reviewed and modified, thus, Tamarind Learning content evolves to reflect these updates. 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, timely and concise.
No. Privacy is at our utmost concern.
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.
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 firstname.lastname@example.org to speak with a Tamarind Learning specialist.
At this time, no. However, we are in the process of working to establish Tamarind Learning as a provider for CE credits.
Please click here to start your 2-week demo.
Yes, we do offer discounted rates to groups or families of ten 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.
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.
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.