About Smarten Up Institute


About Smarten Up Institute (SUI®)

Smarten Up Institute (www.smartenupinstitute.com) provides financial and securities education to wealth professionals, regulators, compliance specialists, and their entire support staff. Great online and customized programs via SUI’s SmartDirect® financial education system (eduTECH), and delivering products such as “Ask an Expert”, SmartTalk®, Fast Track to CCO/CFO/PDO helping with immediate registration and licensing needs, and the newly released Advisor SmartCase®, confirming SUI as the leading financial eduTECH company in Canada; and in-person instruction led by the industry's best and most respected experts. The Smarten Up Institute is proud to be an employee-owned, Canadian company.

About the SmartDirect system

Products Features Tools
Advisor SmartCase®,  the all-in-one compliance briefcase Multiple types of courses including   On-Line; In-Class or Virtual with exclusive industry experts; Webinars, and Video. Navigation based on individual permissions &  preferences with student self-service; profile & portfolio management
SUI’s Ask an Expert® where Advisors get answers relevant to their business. Customized and White-Labeled Interface Important date alerts e.g. certificate expirations
Advertising and Marketing with SUI’s ADpanels® SaaS product with real-time updates Hierarchical database structure for multi-level channel messaging and reporting
150+ Courses; 8 Designations; MFDA’s ETF Licensing Course Streaming and gaming components Robust analytics; Reporting;
FastTrack to Licensing® for PDO, CCO, NEC and more Various types of quiz and exams Content translation interface
Credential management with progress control and email alerts API integration to Regulators and CRM systems, e.g. Salesforce. Auto system notifications
Certificate management for ALL licenses Product Monetization Advertising, Marketing and Promotion ADpanels direct to channel
SmartTalk®, SUI’s live chat show
Virtual Books & Virtual Manuals Mass Mailings;; Surveys; Announcements; Invitations:
Virtual Conference Booths Virtual Manuals Notifications and Controlled Alerts