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Important Information: Essential system upgrades will be taking place between 7am and 6pm (BST) on Saturday 30th September 2023. During this time, you will be unable to register as a new customer, place orders for products and services or update your personal profile. Exams booked for this period will be unaffected and can be accessed via your MyCII Dashboard.

Financial Assess

100s of bite-size courses


Contact us for more information

Take your organisation’s training and development to the next level.

Financial Assess is the online training and competency solution for the personal finance profession. It has all the information and tools in one easy-to-use system.

Discover how Financial Assess can develop and assess knowledge across hundreds of product and technical areas. It also helps you meet your organisation’s regulatory requirements with inbuilt CPD and reporting functionality.


With over 400 courses including 300 covering technical content, Financial Assess covers everything from the basic principles of financial services and regulation to the more specialist areas of the profession.

Regulation and Compliance

With over 40 courses, employees will have access to the latest training.  From IDD and SM&CR to Financial Crime and Managing the Customer, Financial Assess builds and checks knowledge across your organisation to stay ahead of regulatory and compliance demands.

Diagnostics and Testing

Financial Assess provides diagnostics, gap analysis, micro assessments, standard assessments and recruitment tests. There are over 3,000 questions to help you with your training, competency and compliance requirements.


Quality reporting drives performance and success. Financial Assess automatically records activity to help you build reports and evidence CPD training and competency activities across your business.

Learning Management System

Financial Assess is a powerful platform packed with features to give you complete control over training and development, with features to help you manage training, schedule activities and monitor staff development.

Contact us

To find out how Financial Assess can support you and your business, please email a customer? For customer support, please email

Request a free trial

Interested in Financial Assess for your business? Click to request a 14-day Free Trial.

Request a Content Guide

Click to request a Financial Assess Content Guide with modules, assessment and CPD information.

Attend an Assess demo

Click to register for an online Assess demonstration.

Request a brochure

Click to receive your Financial Assess brochure.