Stewardship in Action Program
This program is comprised of three introductory courses and focuses on the concept of stewardship, the factors that erode wealth over generations, the roles, and responsibilities of a beneficiary and trustees.
... While Taking Education off Your Plate
The greatest challenge faced by affluent families and the advisors who serve them is preparing the rising generation for the responsibilities of wealth. Tamarind Learning is an innovative, interactive learning platform that supports the wealth education needs of your clients, their children, and beyond.
If you have been seeking smart, fresh, and modern learning resources to augment your existing education for clients, the answer is here.
Customize Your Client Learning Experience
Progressive programs for beginner to advanced learners.
Estate Planning, Trusts, and Tax Program
This program is comprised of three intermediate-level courses and introduces the legal structure and tax considerations for Canadian estate planning, trusts, and tax planning.
Financial Planning, Administration, and Investing Program
This program is comprised of four advanced courses and introduces personal finance, budgeting, trust administration, trust investing, and how to work with advisors.
Tamarind Learning Features for Advisors
Tamarind Learning is the first and only accredited online, self-paced learning program for beneficiaries that supports and inspired them to be extraordinary stewards of wealth. Empowered Tamarind Learning graduates act on their own behalf. They have improved competence, confidence, productivity, and communication with their family and advisors.
When used in an advisor-supported learning environment, advisors have access to unique features:
- Guide or shadow your client throughout their learning experience
- Enhance programs using client specific documents
- Find content conveniently based on the needs and interestes of your clients
- Embedded metrics provide accountability to motivate, interact, and encourage clients to learn consistently
- Validation of knowledge retention with learning checks, homework, and activities
How to Measure Success
Each program from Tamarind Learning features sophisticated metrics to track learner progress and success to demonstrate a client's understanding and knowledge. Graduates will have increased confidence and competence, empowerment, and improved relationships. Tamarind Learning reduces your stress and that of your clients. It makes the learning experience more efficient, effective, and enjoyable.
Check out this story about the expression, "shirtsleeves to shirtsleeves in three generations".
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.
