Independent Financial Brokers of Canada chooses SUI and SmartDirect®

Canada’s premier center for finance education and securities training, SUI provides securities and financial business courses to financial professionals on our SmartDirect® platform that reaches advisors and support staff all across Canada.

In partnership with IFB, we are pleased to announce the launch of the “IFB Academy” designed especially for you. Using the SmartDirect® system, we will deliver a framework of knowledge and information to bring you direct access on topics that are relevant to you, and critical to your business. This means that all advisors and all product manufacturers will also have the reach to the full IFB membership and SUI’s registered students – now over 4000 - at their fingertips.

IFB ACADEMY features and benefits include:

Ask an Expert® via the SmartDirect® system designed to provide a high-quality experience covering a variety of up-to-date topics in the financial industry. To accommodate a nationwide audience, we anticipate bringing you product, compliance, regulatory and business experts that are capable of answering all your questions in English and French. All members, advisors and product manufacturers can be hosted on the platform to answer questions – a great way to reach new members and provide in-depth information on relevant topics and those critical to your business..

Online Courses via the SmartDirect® system will offer you access to online accredited courses at competitive prices directly through IFB’s web portal and the Smart Certificate®, provided to you upon successful completion of these online courses, can be used to obtain Continuing Education (CE) credits from accrediting agencies including IIROC.

Introducing the launch of our NEW product SmartCase®, the proprietary compliance solution powered by SmartDirect’s® and secured to the Advisor’s personal profile. SmartCase® is the ALL IN ONE solution for Certificate Management, Credential Management and your very own Compliance Briefcase.

  • Credential Management – we keep track of all your CE and Licensed credits with any license and any regulator to your profile;
  • Certificate Management – no more getting secondary certificates – we track all certificate – no matter the source;
  • Online Compliance Briefcase – we keep all your most important regulatory information at your command and extra secure – need your E&O insurance tracked and able to be verified? Done simply and securely.

All information stored in the SmartCase® can be verified, tracked, retrieved and distributed on demand anywhere, anytime. 

Advertising and Marketing via the SmartDirect® system - ‘advertising’ panels provide you the opportunity to market directly to IFB Academy members and target specific segments of the membership, or all of the membership. A powerful tool developed for you to market your business, market your product and deliver your message.

Launching mid-November 2017

Please contact us at info@smartenupinstitute.com for more information on any of our excellent courses. www.smartenupinstitute.com

About the Smarten Up Institute

Smarten Up Institute (www.smartenupinstitute.com) provides real world financial and securities education to industry professionals including wealth managers, investment banking, retail, asset management, hedge funds, trading specialists, regulators and compliance specialists, portfolio managers and their entire support staff. Great online and customized programs via SUI’s proprietary SmartDirect® system that includes “Ask an Expert”, SmartTalk® and the newly released Advisor SmartCase®; and classroom 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 IFB

Independent Financial Brokers (IFB) is a not-for-profit Association representing independent insurance, mutual fund, and other financial service professionals. Just like the name says - IFB members are 'independent'. That means they do not work exclusively for one company, and are able to sell the products and services from two or more companies.