Client Assets course
If your firm holds and controls client money and safe custody assets as part of your day-to-day business, then you must follow the rules set out in the FCA’s Client Assets Sourcebook.
This course covers these requirements to ensure that you can identify and protect client assets, how to identify if you are a CASS large, medium or small firm, and how to perform internal reconciliations using the method set out by the FCA.
Multi platform
Our training courses are available as native apps for Apple iPhone and iPad and Android devices as well as an HTML5 browser edition
Improved knowledge retention
Research indicates that interactive scenarios and games help players absorb knowledge more effectively
Easy to use
Our courses are easy to access, navigate, to complete and see the results.
Flexible
Learners can access our courses from anywhere and at any time. This flexibility means that users can learn any time of day, whenever it’s most convenient for them - something that traditional, in-office, learning can’t compete with.
Register for a free Client Assets course trial