financial ASSESS is designed to help both individuals and employers to develop their competency and monitoring capability.

Your organisation

financial ASSESS allows you to assess the knowledge and competence of your staff. It also provides the core technical training materials necessary for their further development. Ultimately it will help ensure that they are carrying out their duties in accordance with the regulatory requirements.

Your compliance/training administrator

financial ASSESS makes the administration of training and development straightforward. It facilitates company reporting and the production of management information as well as enabling the tracking and record-keeping of the achievements of individuals within the organisation. It also allows records to be produced for compliance supervision and auditing.

Your employees

financial ASSESS provides financial services employees at all levels, from joiners to experienced managers, with the tools they need to develop their knowledge and ability as financial services professionals. Whether they need to explore new areas of learning or simply refresh their existing knowledge, the easy-to-navigate assessment and technical learning materials allow them to identify and meet their development needs. It is simple to use and provides the technical information needed without confusing the user or being condescending to the more experienced adviser.