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We’re seeing an increase in the number of partnerships forming in the benefits and retirement arena this second half of 2021. Companies with expertise in those areas are working with technology companies to make benefits and financial platforms and dashboards for employers, employees, and advisors. What effects might we see from such partnerships, beyond the immediate products offered? At the least, perhaps, a greater awareness of the value of a good user experience in delivering what is often complicated financial and insurance information.

Securities Training Corporation announced it is launching Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) licensing exam training, starting with Level 1 of the CFA prep available immediately. Learning modules for Level 1 of the CFA exam include a three-thousand Question Bank and mock exams. Users can customize their preparation with quizzes and track performance. Scribe announced Smart Embed, a feature that lets users share their knowledge across the platforms and tools their teams use every day. It includes the ability to create and embed visual step-by-step guides into wikis, knowledge bases, help centers and more.

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C.J. Marwitz

C.J. Marwitz is the editor for the retirement industry audience and a digital managing editor at BenefitsPRO. She is currently considering pitches for unpublished contributed content related to the employer-sponsored retirement plan arena. A former technology editor, advertising copywriter, and academic advisor, Marwitz is the mother of three and walker/stick-thrower/treat-giver to an orange-and-white Welsh Corgi named Leeloo Dallas Multipass.

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