Stewardship in Action Program
This program is comprised of three introductory courses with a total of nine lessons and focuses on the concept of stewardship, the factors that erode wealth over generations, the roles, and responsibilities of a beneficiary and trustees.
Program Outline
Pricing
$300/month
For Individual
- Access to 26 Courses
- ABS Accreditation
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- 1-Year Term
$3,000/month
For Group
- 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
This program is ideal for those recently coming of age, those who are learning more about the family’s estate plan and intentions, and/or those are ready to have beginning conversations on key principles around stewardship. Adults who may have little or no understanding of the family wealth will find this learning program a useful introduction to key stewardship concepts that are universal to beneficiaries in North America to those residing internationally. The courses are delivered in English, and there is no assumption that a beneficiary has knowledge about the family’s wealth or trust(s).
The learner will benefit from the applied nature of the content to start and enhance their relationship with the trustee. The courses provide guidance to beneficiaries about their role and responsibilities as well as clarifies that of the trustee. There are modern cases such as Anderson Cooper provided. A deeper look at the evolving relationship of beneficiaries and trustees is explored, with suggested exercises and activities to foster the trustee/beneficiary relationship. Learning resources include activities, podcasts, articles, books, and learning case studies. Learners can test their knowledge at the end of each lesson.
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
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