Programs

Learning Paths, Programs, Courses, and Modules

With ten courses and 100+ hours of curated content, the LMS focuses on topics related to stewardship and educating families on wealth literacy fundamentals.

Programs offered:

  1. Accredited Beneficiary Stewardship Program
  2. Stewardship in Action Program
  3. Estate Planning, Trusts, and Tax Program
  4. Financial Planning, Administration, and Investing Program

Courses: Within each program is a learning path comprised of courses. Courses start with an introductory course and continue in a deliberate order so as to prepare and educate the learner to advance to the following modules and progress to the next course. 

Modules: Most courses are comprised of three to four modules. Modules in the same course are progressive, getting increasingly complex, and often culminate in a case study.

Lessons: Course modules contain a series of bite-sized lessons around a specific topic area. 

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    • Course Outline and Learning Paths

      Learning Paths After you enroll in a wealth education program, the courses tile on your dashboard will take you to all the courses you are enrolled in within the program. Each program contains a curated set of progressive courses, starting with a ...

    • Knowledge Check, Quizzes, and Certification

      As you move through your coursework, you’ll find quizzes to help check your understanding and reinforce key concepts. Only the Accredited Beneficiary Stewardship (ABS) program includes a required final exam for the professional designation. For all ...

    • Glossary

      A Full Glossary for All Terms Coursework includes a comprehensive glossary that can be used to look up terms used in the lessons. Access the glossary from any course page or through the learning tools available in the expansion menu on the dashboard. ...

    • Issues Downloading Files

      Issues Downloading Files If you are experiencing any issues with downloading material within your course, please contact us if the following tips don't work: Make sure you are running the latest version of your web browser. We recommend using Firefox ...

    • Calls To Actions

      Calls To Actions Within the course content, you'll encounter strategically placed prompts designed to encourage reflection and deeper understanding. These prompts appear in the form of concise, attention-grabbing boxes labeled "Think About", ...