Self-assess your skills

Identify your learning needs and plan your development for career success


HOW TO USE THE SELF-ASSESSMENT TOOL

Use the self-assessment tool to assess your capability against the Professional Map, identify knowledge and behaviour gaps and plan your development: 

  1. Identify the band you want to self-assess yourself against. This may be based on your current role or the role you aspire to progress towards. Click here to find out more. 
  2. Select your sector and function.
  3. Select the band you have identified in step 1. 
  4. Click on the 'Assess band x' link under the band you have selected - your self-assessment will start in a new page.
  5. Complete your self-assessment.
  6. Save your report as a PDF.
  7. Find learning to help you meet your development goals. Click here to find out more. 

HOW TO ACCESS MY SAVED SELF-ASSESSMENT

Provided you are using the same device and browser and you haven't cleared your browsing history you will be able to access your saved self-assessment (in progress) or results:

  1. Select any sector or function 
  2. Select any band
  3. You will be presented with options to access your saved self-assessment or results

TOP TIPS

  • Allow up to 20 minutes to complete the self-assessment
  • You don't have to complete it in one go, so long as you use the same device and browser and don't clear the cache
  • Make sure you save your results as a pdf when you complete your assessment
  • You might want to share the results with your line manager as the basis of a development conversation

Select sector and functional area:

Explore in

Your role is activity-oriented, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues. 

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

These are foundation level competencies, covering the technical knowledge and skills required by professionals working in supporting functions such as customer service, marketing or HR, for example. 

As professionals working in a supporting function you will likely follow the competency standards set out by your Professional Body, however, the insurance-specific competencies set out in the Professional Map will empower you to speak with credibility in the workplace and make better informed decisions. 

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

Your role is mostly tactical, focusing on the day-to-day delivery of tasks. You gather and use information to support your activities. You have a foundation level knowledge of the sector, creating direct short-term value to clients, customers, and immediate colleagues.

Your role is mostly operational with some degree of complexity, focusing on the delivery of solutions to agreed standards and within limits. You analyse information, support the requirements of your role, and contribute to ongoing service improvements. You have a broad understanding of the sector, creating short-term value to clients, customers, and your area of responsibility, as well as contributing to longer-term value to the organisation.

Your role exists within a complex environment, with challenging demands requiring some strategic thinking. You critically question information to make informed judgements and/or to drive innovation in your functional area. You have a deep understanding of the sector and expertise in a subject matter or functional area, creating medium to long-term value to clients, customers and/or your area of responsibility and organisation.

Your role is entirely strategic in thinking and/or delivery, with a high degree of complexity and challenge in decision-making. You make evidence-based judgements aimed at shaping future activity. Your knowledge base is deeply technical and/or you have an excellent understanding of the broader environment, creating long-term value for a broad range of stakeholders across the organisation and the wider profession.

These are foundation level competencies, covering the technical knowledge and skills required by professionals working in supporting functions such as customer service, marketing or HR, for example. 

As professionals working in a supporting function you will likely follow the competency standards set out by your Professional Body, however, the personal finance competencies set out in the Professional Map will empower you to speak with credibility in the workplace and make better informed decisions. 

Where to next?


Explore the Map

Explore the technical expertise and behaviours at the core of what it means to be a well-rounded professional.

Find learning

Find the learning you need to meet your development goals and career ambitions.

FAQs

Everything you need to know about the Professional Map and how it applies to you.