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Adviser Assessment Testing – New Resource for Your Staff

Adviser Assessment Testing – New Resource for Your Staff

There is a great deal of debate about the importance and necessity of adviser assessment testing, particularly since 2018 when the FCA collaborated with the CII and launched their Regulated Retail Investment Adviser Re-evaluation test.

Cost, capacity and time restrictions 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.

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, flexible approach to adviser testing.  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.

Assessment Testing Title Image

Brand Financial Training’s assessment testing consists of five tests which can be used standalone, or together.  They are:

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

Designed to re-test knowledge, each test includes 20 multiple-choice questions and answers.  Each test paper comes with a Question-Only paper (for the test taker), as well as an Answer paper consisting of questions, answers and explanations of the correct answers.

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