Smartria and Kitces.com | August 09, 2022
Smartria®, a powerful, easy-to-use cloud-based software solution designed to meet the specialized compliance management needs of investment advisors, compliance teams, operations teams, consultants, and attorneys, has announced a partnership with Kitces.com to provide online education content for CE credits through the Smartria platform to address the North American Securities Administrators Association’s (NASAA) Investment Adviser Representative Continuing Education (IAR CE) Model Rule. Kitces.com is home to the Nerd’s Eye View financial planning industry blog published by Michael Kitces, and a leading provider of advanced education for financial advisors.
“Smartria is proud to partner with Michael Kitces and Kitces.com, the preeminent industry thought leader in advisor education, We were very deliberate in our selection—we wanted to work with a partner who shared our vision of software as a partnership and was committed to helping us deliver a solution that meets our clients’ needs at scale. Smartria’s partnership with Kitces.com is a natural fit as we continue to innovate our compliance platform with new and distinctive offerings.”
-Mac Bartine, CEO of Smartria
Under the partnership, investment advisers who activate Smartria’s new IAR CE feature will gain instant access directly from the Smartria dashboard to all of the Continuing Education content provided by the Kitces.com Members Section, including not only the Nerd’s Eye View blog content, but Kitces white papers and webinars as well, which can fulfill both their new IAR CE obligation, as well as crossover CE credit for CFP certification, CPA licensees, Enrolled Agents, and advisors with advanced designations from the Investments and Wealth Institute and the American College. Future integrations under the partnership will facilitate automated firm-wide tracking and reporting in Smartria of all an investment adviser’s Kitces-earned IAR CE credits for all of their team members, to ensure annual compliance as additional states pass the NASAA Model Rule and implement their own IAR CE obligations in the coming years.
As financial advisors, we’re already subject to a myriad of overlapping rules and regulations, and overlapping Continuing Education obligations, and so as soon as the NASAA Model Rule was finalized last year, we began the process to qualify our Kitces.com educational content for IAR CE in addition to all of the other financial advisor licenses and designations we already covered, With CE demands continuing to rise, we’ve been developing our own systems to be able to better integrate with existing advisor platforms to facilitate multi-designation CE, and we’re thrilled to have the opportunity to work with Mac and the rapidly growing Smartria team to power their IAR CE solution, as our first CE integration partner,said Michael Kitces, Chief Financial Planning Nerd at Kitces.com.
NASAA’s Model Rule was announced on November 30, 2020. Under the rule, an investment adviser representative is required to complete 12 CE credits annually to maintain their IAR registration. The rule applies to all registered IARs of both state-registered and federal covered investment advisers. Compliance begins with existing IARs and newly registered IARs in states that have adopted the model rule as of Jan. 1, 2022, which currently include Maryland, Mississippi, and Vermont.
Smartria is a leading compliance software platform for RIAs, hybrid RIAs and RIA networks. The firm’s software excels at making the complex and often frustrating world of regulatory compliance simple to manage and easy to understand. Smartria’s unique roles for compliance consultants and distributed management of large corporations make its solution able to handle any compliance problem for any sized company. For more information, please visit www.Smartria.com.
Kitces.com publishes the #1 financial planning industry blog, Nerd’s Eye View, and provides a wide range of advanced educational content for financial advisors through both nerdy long-from educational articles, research white papers, in-person and virtual live events, on-demand and livestream webinars, and online courses. The Kitces.com Members Section provides continuing education credits for a wide range of financial advisor licenses and advanced professional designations, including CFP certification designations from the Investments & Wealth Institute and American College, CPE for CPAs and Enrolled Agents, investment adviser representative (IAR) CE obligations, and more.
LearningMate | July 12, 2022
LearningMate, the leading technology and content solutions company supporting edtech companies, educational institutions, government, and workforce agencies around the world, today announced its acquisition of JobReady, an online platform delivering high-quality, affordable, relevant career pathways and credentials for the 21st century to a million job seekers and career shifters.
In recent years, demand for new types of credentials has risen rapidly, and JobReady has helped workforce agencies, community colleges, and universities respond to this demand. The combination of the JobReady platform with LearningMate’s services and Frost's content management suite creates a powerful, end-to-end, lifelong learning and credentialing solution for workforce agencies and educational institutions to meet the fast-changing needs of employers and job-seekers across the world.
“In the past 18 months, JobReady has issued thousands of job-aligned credentials and created learning pathways for hundreds of careers, empowering colleges, workforce programs and training organizations to rapidly configure and establish affordable options for job seekers,” said Bill Hughes, CEO and founder of JobReady. “By joining the LearningMate family, the team will have access to the resources and technology capabilities needed to support this rapid growth and meet the needs of job-seekers and employers everywhere.”
“LearningMate and JobReady share a common vision for lifelong learning. I am excited to welcome JobReady customers and employees to the LearningMate family, JobReady customers will benefit from a world-class services team backed by one of the largest Edtech solutions companies in the world.”
Samudra Sen, LearningMate’s CEO
LearningMate is a Straive group company that focuses on the needs of next-generation learners. The company builds on a strong foundation of learning design with progressive technology, digital media, and engineering solutions to connect today’s learners, educators, administrators, policymakers, and content creators with the information, tools, and solutions they need to be successful. With six consulting offices in the United States, the United Kingdom, Canada, and India, LearningMate serves a global clientele of education publishers, traditional and non-traditional EdTech companies, K-20 schools, universities and career colleges, government agencies, non-profits, corporate learning departments, and education consortia. Learn more at http://www.learningmate.com.
JobReady is an adult-education and workforce development solution that connects learners to careers and provides affordable career skills training to individuals to improve their job readiness. Together with its partners JobReady offers a unique combination of a deep, career-fit assessment and curated career-aligned course collections from thousands of courses, enabling job seekers to follow upskilling pathways that lead to jobs and promotions. Initial pathways include cybersecurity, data science, project management, IT and networking, software development, skilled trades, manufacturing, project management, business skills, leadership, and certifications.
NCODA | July 28, 2022
Empowering all stakeholders in oncology with easily accessible, patient-centered education and collaborative learning opportunities is fundamental to NCODA, Inc. Today, NCODA, launches NCODA University, a new division of the organization, which will allow medically-integrated oncology professionals to obtain top-tier training in a format that is accessible, functional, diverse, and addresses current practice needs.
NCODA University will utilize a four-column structure for encompassing educational initiatives specifically designed for each of the different facets: members, trainees (students, residents, and fellows), industry team members, and patients. "This new educational platform will help us continue providing quality education to a variety of different stakeholders in oncology - from our students and industry partners, to our clinical members and the patients they serve."
Michael Reff, RPh, MBA, Founder and Executive Director at NCODA
Firmly committed to lifelong learning, NCODA University, led by Julianne Darling, PharmD, BCOP (Manager of Education), will build upon highly utilized NCODA-developed resources such as the Oral Chemotherapy Education (OCE) and Intravenous Cancer Treatment Education (IVE) sheets. In addition, the program will meet important needs of oncology professionals with continuing education (CE) activities, a virtual expert speaker library, Medically-Integrated Pharmacy (MIP) Significance Training, and learning modules designed to equip all participants with the information needed to excel in oncology.
Not only will NCODA University support clinical and industry professionals, the program will fill a gap in pharmacy student oncology education. Working closely with NCODA-affiliated schools / colleges of pharmacy, the need for enhanced oncology-focused coursework was identified. Pharmacy students, residents and fellows will be able to engage with NCODA University for learning opportunities designed to enhance important oncology curriculum prior to graduating.
NCODA, Inc. is a 501(c)(3) organization. Our Mission is to empower the medically-integrated oncology team to deliver positive, patient-centered outcomes by providing leadership, expertise, quality standards and best practices.