Financial ASSESS
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 profession.
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
