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Financial Assess covers the principles of personal finance and regulation, covering key aspects of the profession, from investment, tax, and planning to pensions and retirement. Find courses to help qualified advisers meet their CPD requirements. Understand how you can build staff knowledge, improve customer satisfaction and stay ahead of regulation and compliance with up-to-date content delivered by the Chartered Insurance Institute. Assessments, diagnostics, gap analysis and insightful analytics are designed to support the training and competency requirements for your business. Financial Assess gives you complete control of training and development and enables your staff to access learning anytime, anywhere; on mobile, tablet and desktop.

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