client assets

Client Assets training

This eLearning course covers Client Assets (CASS).
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client assets

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.

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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

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Easy to use

Our courses are easy to access, navigate, to complete and see the results.

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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.