PROFICIENCY+

How can PROFICIENCY+ support your business?

Following the FCA’s introduction of Consumer Duty, firms are now required to evidence that they are embedding a customer-centric culture which consistently provides good outcomes.

Developed in collaboration with Cognisco, global leaders in business-critical competency management, the Proficiency+ Consumer Duty diagnostic tool enables your firm to manage, develop and evidence the behaviours and competence of your workforce against the expectations of the FCA.

Manage Conduct Risk

Identify areas of your business most exposed to Conduct Risk to target training where it’s most needed.

Evidence compliance

Evidence to the regulator your business is investing in the right skills to meet their expectations.

Return on investment

Quantify and optimise the impact your learning interventions have on your people.

Who’s it for?

The Proficiency+ Consumer Duty competency diagnostic tool is a solution for financial planning firms of all sizes, specially designed to assess the competency of Financial Advisors, Planners and Paraplanners - from entry-level to experienced practitioners.

Why not try the tool?

Don’t take our word for it. Why not try the diagnostic tool out yourself by booking a zero-commitment demo to find out exactly how it works. The demo will allow you to take a mock test that will evaluate your competence levels through a series of work-based scenarios and provide you with a sample report, providing actionable insights into strengths and areas for improvement.