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 |
