Professional Assessments

What are Professional Assessments?

Professional Assessments are innovative, short online self-learning courses that offer first-class content combined with a test and a formal certificate of achievement in a cost-effective package.

Crafted in collaboration with industry experts and subject specialists, our Professional Assessments deliver the latest insights on critical topics shaping the financial services sector today. Featuring a dynamic blend of interactive elements such as videos, interviews, readings, and supplementary materials, these courses enrich your learning journey.

Like our world-renowned professional qualifications and elearning modules, Professional Assessments offer flexibility, allowing you to choose when to study and when to take the test.



Key features


Accessible online self-learning course, available anytime, anywhere, on any device, with certification upon successful completion.


Delivers indispensable insights tailored for financial services professionals, encompassing essential subject matter.


Provides a comprehensive understanding of pivotal elements from a global standpoint.


Crafted and meticulously reviewed by a panel of expert authors, ensuring quality and accuracy.

Corporate Cyber Security

Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

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The Practice of Financial Planning

Complement your Chartered Financial Planner status with the globally recognised CERTIFIED FINANCIAL PLANNER™ certification to deliver a holistic financial planning service to your clients.

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Sustainable and Responsible Investment

There is more focus than ever before on sustainable and green investment and other environment, social and governance (ESG) considerations, plus increasing emphasis from regulators on integrity in this area.

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Vulnerable Customers

Keeping these customers safe is both a regulatory requirement and a moral imperative, so firms must be proactive in identifying them and providing the best possible service.

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Certificate in Ethical Artificial Intelligence (AI)

This short course, involving 12 hours of online study, is essential learning for anyone wanting to understand the fundamental ethical and management issues in the deployment of AI in financial and professional services.

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