Competent Advisor

At Competent Adviser our whole ethos is built around providing the financial services organisation of today with the training and competency assessment tools they require to be able to demonstrate that all individuals within their organisation are, and remain, competent in their role.

The vast range of knowledge and questions contained within our award winning system provides you with the ability to test your clients and their staff on ALL types of products both at the generic and provider specific level, whilst our constantly growing regulatory Computer Based Training (CBT) library gives you instant access to interactive learning modules on such key regulatory topics such as Consumer Duty, Conduct Risk, GDPR, Fair Treatment of Customers, Financial Crime, Vulnerable Customers etc.

We believe that an individual can only be considered truly competent if they are able to demonstrate competency across all aspects of their role and one of the unique features of our system is the ability for you to combine our generic content and questions you’re your client’s own specific procedures to create a truly bespoke CPD journey for them and their staff.

Our testing system is designed to instantly identify areas of learning weakness both at individual, team and corporate level, with completion of each test automatically placing a bespoke learning programme on an individual’s Home Page that has been specifically designed to enable them to achieve full competency within the shortest possible timescale.

And finally, our comprehensive Reporting Suite enables you to, amongst many other things, identify areas of learning weakness both at individual, team and client level, giving you immediate access to the up to the minute data at the click of a button.

We currently work with a number of Compliance Consultants who offer our services on a white labelled basis,  strengthening their brand and enabling them to provide a fully comprehensive CPD solution, specifically designed to suit the bespoke needs of their clients

Stiles House
Moorhurst Lane
South Holmwood

T: 01306711956
Services Offered
  • Training
Firms Served
  • APCC Member Firms
  • Banks and deposit takers
  • Brokers-Dealers
  • Core SMCR Financial Service Firms
  • Crowdfunding platforms
  • Cryptoexchanges
  • E-Money institutions Fiduciary firms
  • Financial Service Firms
  • Forex
  • Fund Managers and Funds AIFs
  • Insurance brokers and insurers
  • Insurance companies
  • Investment industry firms
  • Investment Firms
  • Lloyds
  • Online Gambling/Gaming firms
  • Payment Institutions
  • PIs
  • Private Equity Firms
  • Regulatory Accountants
  • Regulatory Lawyers
  • Retail firms
  • Software and Service Providers
  • Wholesale Firms