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CPD Adviser Assessment Testing

CPD Adviser Assessment Testing

With the introduction of the CII’s Regulated Retail Investment Adviser Re-evaluation test, Brand Financial Training has seen a large increase in demand from small- to medium-sized companies for a cost-effective approach to adviser testing.

Time restrictions, capacity, and cost can mean it is difficult for firms to offer adviser testing; however, there are undoubted benefits.  Amongst others, test results can form an important part of an individual’s CPD; they can provide evidence of current technical knowledge and work needed; they can evaluate the knowledge of potential recruits.

Assessment Testing Title Image

Designed to offer companies an ‘off-the-shelf’, flexible approach, we recently introduced our modular assessment tests, which consist of five tests that can be used standalone, or together.  Each test includes 20 multiple-choice questions and answers. They are:

  • Regulation and Ethics
  • Personal Taxation
  • Pensions and Retirement
  • Investments
  • Protection

Our modular assessment testing offers the flexibility to spread the tests over the year if required and can be tailored for individuals specialising in certain areas.

During February, we are offering a 50% discount for bulk orders. To request a quotation or for further details, please go to our website:

Find out more and ask for a quote