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To keep up with compliance you need to stay fresh

Feed your knowledge Increase your wisdom

All-you-can-eat training


Take your organisation’s training and development to the next level

Assess is an online training and competency solution designed for the insurance, financial planning and mortgage broking sectors. It has all the information and tools in one easy-to-use system and can be accessed on desktop, tablet and mobile at any time.

Discover how Assess can develop and assess knowledge across different product and technical areas. It also helps your organisation meet its regulatory requirements with inbuilt CPD and reporting functionality.

 

How will Assess work for you?

Learning Management System

Assess is a powerful LMS that helps you to manage training and development, maintain and record CPD, schedule activities and monitor staff development.

Content created by market experts

There are courses for all levels and areas designed to keep users engaged using a mix of text, video, pop-up questions and scenario-based case studies.

Regulation and Compliance

Assess helps you to keep up with regulations and compliance and includes two pre-built IDD pathways to choose from.

Diagnostic tool

Measure knowledge levels across your business and allocate training where it is needed.

Bridge knowledge gaps

Measure knowledge against required competencies, with training programmes automatically created to manage and maintain knowledge across a wide area.

Assessments and tests

Assessments and tests build understanding to maintain knowledge across a wide range of product, regulatory, technical areas and specialisms.

 

Choose your Assess solution

To provide relevant content based training for your business, select from the following platforms designed for the insurance, broker, MGA, finance and mortgage sectors.

Insurance Assess

With over 600 courses and 8,000 assessment questions, Insurance Assess covers the basic principles of insurance and regulation up to the more technical details of general insurance.

Broker Assess

Discover how Broker Assess can develop and assess knowledge and help your organisation meet its regulatory requirements with inbuilt CPD and reporting functionality.

MGA Assess

MGA Assess offers over 500 courses from an introduction to insurance to MGA business and learning modules, claims, underwriting and broking.

Financial Assess

Financial Assess is the online training and competency solution for the personal finance profession. It has all the information and tools in one easy-to-use system.

Mortgage Assess

Mortgage Assess courses are aimed at all levels in your business with content is divided into intuitive catalogues on key aspects of the profession.

Contact us

To find out how Assess can support you and your business, please email business.enquiries@cii.co.uk.

Already a customer? For customer support, please email assess.config@cii.co.uk.