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.
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.
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.
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.
Interested in Financial Assess for your business? Click to request a 14-day Free Trial.
Click to request a Financial Assess Content Guide with modules, assessment and CPD information.