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.
EDUCATION TECHNOLOGY, ONLINE EDUCATION
YuJa | September 19, 2022
Kuala Lumpur, Malaysia’s Asia School of Business has selected ed-tech leader YuJa Inc. to provide a video and media creation, storage, management and distribution solution campuswide. The Video Platform will help the institution, which was founded by MIT Sloan and Bank Negara Malaysia, meet its mission of developing transformative and principled leaders as a premier school of management in Asia.In addition to a video and content distribution management platform, the institution was seeking a solution that would work with its existing third-party classroom hardware and technology and that would enable automatic content ingestion.
“YuJa pairs well with video content capture and management streaming media processors, which enables institutions to quickly and easily publish recordings for students, automate workflows, schedule recordings and live stream events,We’re excited to work with ASB to help create and deliver their unique ‘Action Learning’ curriculum to supplement experiential and hands-on learning.”
Nathan Arora, Chief Business Officer at YuJa, Inc.
The institution migrated from a competitor product to benefit from YuJa’s robust, easy-to-use and all-in-one platform with tools for lecture capture, in-video quizzing, captioning, live streaming, and more.
ABOUT ASIA SCHOOL OF BUSINESS
The Asia School of Business (ASB) is located in Kuala Lumpur, Malaysia. Established in 2015 by Bank Negara Malaysia in collaboration with MIT Sloan, ASB is committed to developing transformative and principled leaders who will create a positive impact in the emerging world and beyond.
ABOUT YUJA, INC.
YuJa is a leader in ed-tech solutions. Our platforms provide organizations of all sizes with the tools to educate, engage, inspire and collaborate. We serve learning enterprises within all sectors, including higher-ed, K-12, government, healthcare, non-profit and corporate.
EVERFI, Inc. | July 22, 2022
EVERFI, Inc., a leading Impact-as-a-Service™ education innovator, today announced that it will be bringing highly sought after crypto and web3 digital education to high school students across the United States at no-cost this fall.
With the continued rise in popularity and adoption of digital assets and blockchain technology, EVERFI is committed to building the missing learning layer around these new topics for its community of learners. By leveraging its infrastructure and strategic partner network, EVERFI seeks to bridge the crypto knowledge gap at scale – providing students with the education needed to understand these new concepts and to support better decision-making.
"The rapid advancement and adoption of crypto and blockchain technology have created an urgent need for an engaging and interactive education curriculum. "The stakes are high, the concepts are complex, and there is a demand for foundational crypto and web3 education nationwide. Given our vast network in K-12 education, we are the most trusted resource to deliver this critical education to students before they risk making a costly financial decision."
Tom Davidson, founder and CEO, EVERFI
EVERFI's digital education products are used by more than 25,000 schools nationwide, putting the company in a unique position to bring this critical education to millions of students each year. The company is set to launch an Intro to Crypto course for students this fall and will unveil it to more than 6,500 teachers during today's LearnOn educator conference. The interactive course will provide students with a foundational understanding of digital assets, blockchain technology, and the evolving applications of these new technologies in everyday life.
"Our mission has always been to democratize education and ensure everyone has access to critical information that will equip them to make informed decisions as they prepare for their future," said Davidson. "We are continuing to build the missing learning layer and deliver next-generation learning topics to K-12 students nationwide, regardless of their zip code."
About EVERFI, Inc.
EVERFI from Blackbaud is an international technology company driving social impact through education to address the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct and other critical topics. Founded in 2008, EVERFI's Impact-as-a-ServiceTM solution and digital educational content have reached more than 45 million learners globally. In 2020, the company was recognized as one of the World's Most Innovative Companies by Fast Company and was featured on Fortune Magazine's Impact 20 List. The company was also named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning. Blackbaud, the world's leading cloud software company powering social good, acquired EVERFI in December of 2021.