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Overview

Developed in partnership by the CII and the Personal Finance Society, financial ASSESS is part of ed., the leading education, assessment and competence system for the financial services and general insurance industry. It pools expert knowledge and experience to provide a proven solution that assists in keeping your organisation competent and up-to-date in its dealings with customers.

financial ASSESS offers a comprehensive, coordinated range of technical training and assessment tools designed to keep those providing financial advice and supporting staff up-to-speed with technical, market and regulatory issues, enhance their skill set and improve workplace performance.

Key features include:
  • Knowledge Assessment System
  • Record-keeping and management information
  • Technical learning material
  • Interactive tutorials

Please select one of the links above to find out more about financial Assess

ifaonline.co.uk News Feed

Protection industry must provide 'wakeup call' to those relying on State Mon, 06 Feb 2012 15:53:32
Cirencester friendly has warned that the government’s continued welfare reforms prove relying solely the State for support is a “fool’s paradise” and urged the protection industry to push this point across.
British troops killed without life cover Mon, 06 Feb 2012 15:23:42
Dozens of soldiers have been killed in Afghanistan without taking out life insurance while thousands more have served active duty without cover, it has been revealed.
New site promotes online advice offerings Mon, 06 Feb 2012 14:15:00
A website providing details of online financial advice offerings has been launched.
NAPF: Pension providers must push retirees towards advice Mon, 06 Feb 2012 14:00:00
The Association of British Insurers (ABI) must force pension providers to push retirees towards specialist annuity advice, the National Association of Pension Funds (NAPF) has said.
Lifemark teeters on brink of judicial liquidation Mon, 06 Feb 2012 14:00:00
The FSCS is unlikely to recoup compensation costs from Keydata-backer Lifemark after it moved a step closer to administration, with its provisional adminstrator declaring it is unable to restructure it.