Smartria, a cloud-based software solution for compliance management for investment advisors, has announced a partnership with Kitces.com to provide online education content for continuing education credits through the Smartria platform to address the North American Securities Administrators Association’s (NASAA) Investment Adviser Representative Continuing Education (IAR CE) Model Rule.
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.
