Behind the Scenes
On their educational platform, CAIS IQ, our client CAIS hosts a variety of educational content including white papers, videos, documents, etc. They wanted to create a few in-depth courses with higher production value similar to what is seen on MasterClass. This first course, is an examination of a set of principles called "The Three Questions" which is an ideology that attempts to help financial advisors and clients determine how they'd like to spend their money and therefore the best way to manage their finances.
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