Quarterly Content Updates - Jan 31, 2024
Recent content releases include:
- New "Don't Leave a Mess" curated book chapters in Foundations of Tax (Module 2) and Working With Advisors
- New articles "IRS Tax Inflation Adjustments for 2024" and "2024 Federal Income Tax Brackets, Standard Deductions, Tax Rates" in Foundations of Tax (Module 1)
- New lessons, case studies, and activities added to Personal Finance (Module 1)
- New quilt map lesson and activity in Investing Fundamentals (Module 1)
Several interesting podcasts centered around Estate Planning and family wealth were added to our library. Be sure to check them out!
- "Human Side of Estate Planning: Considering Human Capital in Your Plan" with Sandy Pollack
- "Greatness is a Choice" with Ethan Penner
- "Neuroscience and Implications for the Family Office" with Dr. Kevin Fleming
Release Notes - Nov 17, 2023
The updates and improvements have been released on 11/17/2023
- Course Planner - a learner now can choose a plan to help guide them while taking them through the programs. A plan can be chosen with different timelines - 6-month, 1-year, or 2-years
- Advisors will have the ability to add a Course Plan to their cohort
- Calendar - updates were made based on learner feedback. Calendar now includes tasks from the Course Planner
- Action Bar - new bar below the header was created to allow more specific functionality based on which webpage a person is on.
- Advisor Cohort Management - new details page created based on feedback
- Multifactor Authentication - users now have the option to use MFA and receive a message
- Discussions are separated from Notes
- User progress bar on Dashboard
- Homework added to Dashboard
Release Notes - May 15, 2023
The following updates were completed throughout May 2023:
- Notebook V1.5
- Notes Landing Page
- Bookmarking
- Discussion Tool
- Student Dashboard
- Release Calendar and Updates
- Bug Fixes
- Notebook V1.5
- Notes Landing Page
- Bookmarking
- Discussion Tool
- Student Dashboard
- Release Calendar and Updates
- Bug Fixes
Release Notes - Jan 31, 2023
The following updates were completed throughout January 2023:
- Calendar - Advisors can create an event/meeting/webinar for their cohorts.
- Text Highlighting - Text anywhere in a course can be highlighted, shared, and referenced in the Notebook.
- Homework - Now can be a popup and an alert to Save work before leaving the page.
- Advisor Dashboard - Improved the look based on feedback.
- Course Updates - Updated graphics in Stewardship
