We see broker ASSESS as a vast learning and reference library, easily accessible and highly useful in helping our people to attain and maintain competence, as well as being an effective tool in assisting us with assessing knowledge competency. We have developed our Training and Competence Framework to work alongside broker ASSESS and can see members developing their practices as a result.

We have supported our members during FSA onsite assessments, where the effective use of broker ASSESS has provided valuable evidence of competency with a range of reports including an easy to use CPD recording tool which enhances management information in this area.

We are encouraged by the continued development of the broker ASSESS system and have seen real improvements being made over the past few years. Sitting on the User Group Panel, we see firsthand, the hard work that goes into ensuring that user's feedback is actively sought and acted upon.

Andy Jones
Head of Compliance, Broker Network Ltd.

Being a provincial broker training is expensive if you have to send staff to London to attend courses. The online system allows all our staff to train form their desks, and have up to date information at their finger tips. The broker ASSESS system expertly deals with skills gap analysis, to help us identify training needs for each member of our staff.

From a compliance point of view broker ASSESS deals with all our CPD, compliance and competency testing requirements. We can prepare reports, which helps with our FSA RMAR returns.

Rod Fry
Director and T&C Officer, Foster Leighton & Co Ltd.

We've used broker ASSESS for four years. The system covers the range of topics of interest to us and is sufficiently flexible to accommodate revisions to our approach. It's pleasing to see that broker ASSESS continues to evolve, deploying new units and developing new administrative structures and processes.

Peter Laws
Compliance Officer, Oxygen

We have used broker ASSESS for some years now and find it an excellent tool for training staff both on regulatory and technical matters.

Bob Plumtree
Compliance Manager, W B Baxter Ltd.