Partnership broadens CAIS IQ offering with original content to empower financial advisors
CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40 locations nationwide (as of June 30, 2021). The partnership will integrate Buckingham’s original content into the CAIS IQ learning platform to provide Buckingham’s financial advisors with learning and development opportunities on topics ranging from the science of client motivation to strategies around building and protecting wealth.
“We’re excited to leverage our content on CAIS IQ’s technology platform to equip our financial advisors with a broader set of tools to help them serve their clients more effectively.”
“We believe CAIS IQ’s scientific approach to learning is the future of financial education by curating an advisor’s experience to promote retention based on that advisor’s unique prior knowledge and rates of learning and forgetting,” said Aaron Grey, Managing Director of Integrated Experience at Buckingham. “We’re excited to leverage our content on CAIS IQ’s technology platform to equip our financial advisors with a broader set of tools to help them serve their clients more effectively.”
CAIS IQ uses artificial intelligence and machine learning to scale proven cognitive science and empower financial advisors to learn faster and remember longer. For each individual advisor, the platform measures the rate of information absorption and knowledge decay, simultaneously calculating the precise moment to review in order to achieve maximum retention. According to CAIS’s research, users have seen up to 50% reduction in time spent learning through the platform compared to traditional methods of learning.1
CAIS IQ recently added rich media formats such as video, webinars and podcasts to accelerate advisor engagement, resulting in the number of active users increasing by 21% over the last month alone. The platform brings content from industry leaders to financial advisors via web and mobile applications designed to deliver durable and usable knowledge. CAIS IQ is modular and works best when consumed in short bursts to accommodate the busy schedules of financial advisors.
Read More: ZenLedger Raises $6 Million Series A Funding To Simplify Cryptocurrency Taxes and Accounting
“We have found that advisors not only want to learn from industry peers and colleagues, but that they want to learn in different ways and formats than our industry has traditionally offered. By partnering with top firms such as Buckingham, and truly personalizing the learning experience, CAIS IQ breaks the paradigm for advisor education,” said Andrew Smith Lewis, Chief Innovation Officer at CAIS.
Nearly 20,000 advisors on the CAIS platform have access to CAIS IQ. Since the launch of CAIS IQ in November 2019, the active advisors have accumulated more than 5,800 hours and learned over 280,000 financial concepts [1] . Both the Investment Wealth Institute (IWI) and Certified Financial Planner Board (CFP) accept select CAIS IQ courses and webinars for continuing education (CE) credit. CAIS IQ is provided at no charge to registered clients of CAIS, which span RIAs and independent broker dealers across the country.
