CAIS IQ uses artificial intelligence and machine learning to help financial advisors to learn faster and retain knowledge for longer.

CAIS, the alternative investment and financial education platform, has partnered with Focus Financial Partners firm Buckingham Strategic Wealth, which is a registered investment advisor holding around $21 billion in in assets under management (as of June 30).

The partnership will integrate Buckingham’s original content into the CAIS IQ learning platform to provide Buckingham's financial advisors with learning and development opportunities on topics ranging from the science of client motivation to strategies for building and protecting wealth, CAIS said in a statement. 

“We believe CAIS IQ’s scientific approach to learning is the future of financial education by curating an advisor’s experience to promote retention based on that advisor’s unique prior knowledge and rates of learning and forgetting,” Aaron Grey, managing director of Integrated Experience at Buckingham, said. 

CAIS IQ uses artificial intelligence and machine learning to help financial advisors to learn faster and retain knowledge for longer. For each individual advisor, the platform measures the rate of information absorption and knowledge decay, simultaneously calculating the precise moment to review in order to achieve maximum retention. According to CAIS’s research, users have seen up to 50 per cent reduction in time spent learning through using the platform compared with traditional methods of learning.

Nearly 20,000 advisors on the CAIS platform have access to CAIS IQ. CAIS was founded in 2009 works with more than 4,200 financial advisor firms/teams.