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Assessment Testing

Knowledge Evaluation for CPD, Recruitment and Training Purposes

With the introduction of the CII’s Regulated Retail Investment Adviser Re-Evaluation test, Brand Financial Training has been asked by a number of companies to develop a more flexible and cost effective method for testing the knowledge of advisers and other relevant staff. Our Assessment Testing papers have been developed to meet a range of needs including CPD testing; annual or more frequent knowledge testing; subject specific testing; providing evidence of current technical knowledge; knowledge evaluation for potential recruits.

Assessment Testing Title ImageThis image is for illustration purposes only. Resources are PDF downloads.

Subject Areas

We currently offer five test papers each covering a single subject. They are:

  • Regulation and ethics
  • Investments
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection

Each test paper consists of 20 questions. You will receive a Question Only paper (for the test taker), as well as an Answer paper consisting of questions, answers and explanations of the correct answers.

The papers are delivered in PDF format that can either be viewed online or printed out as required. They are valid for the current tax year 2019/20. Brand new papers will be available for each new tax year in April.

How will these help me to assess my staff?

Our cost-effective assessment testing has been developed by Brand Financial Training to re-test knowledge with the flexibility to spread the tests over the year if required, as well as allowing focus on a specific area when needed.

More Information and Request a Quote

We can provide an example assessment test paper and quote for your specific requirements based on paper/s required and number of individuals to be tested. Whilst the standard price is £20 excluding VAT per individual for a single subject test paper, significant discounts are available depending on your requirements (£500 minimum spend applies). We will provide a license agreement stating the terms of use based on your requirements.

To discuss your requirements, provide you with an example paper and to provide a quote, please complete the form below. We will contact you within two business days.