Governance-Focused eLearning for
Financial Services
Combine core compliance–focused training with AI-powered custom course creation aligned to your internal policies and regulatory responsibilities.
Regulatory Training Challenges
Navigating the complex regulatory landscape of financial services requires structured learning aligned to your internal compliance responsibilities.
FCA Regulatory Awareness
Develop structured training aligned to your organisation’s FCA responsibilities and internal compliance framework.
Anti-Money Laundering
Comprehensive AML training that meets regulatory standards and keeps your team vigilant against financial crime and fraud risks.
Consumer Duty Awareness
Develop training aligned to your organisation’s approach to fair customer outcomes and Consumer Duty responsibilities.
Continuous Professional Development
Maintain professional qualifications and competency standards with structured CPD programs that track progress and certifications.
Built to Support Financial Services
Flexible eLearning tools designed to help financial services organisations manage regulatory awareness, governance and professional development.
Regulatory Awareness Content
Develop training aligned to your organisation’s FCA responsibilities, internal policies and governance framework.
Audit-Ready Reporting
Comprehensive audit trails and compliance reports that demonstrate training completion and competency assessments.
CPD Accreditation
Courses accredited by relevant professional bodies, ensuring your team maintains required qualifications and standards.
AI Course Creation Demo
3 minutes
Essential Financial Services Training
Structured compliance and professional development training tools for financial services teams.
Anti-Money Laundering
Comprehensive AML training covering detection, prevention, and reporting requirements for financial institutions.
- Money Laundering Regulations
- Suspicious Activity Reporting
- Customer Due Diligence
Fraud Prevention
Create structured learning aligned to your internal fraud prevention policies and risk management framework.
- Fraud Detection Methods
- Identity Verification
- Transaction Monitoring
Consumer Duty Awareness
Create structured learning aligned to your internal policies and governance framework for customer treatment.
- Fair Value Assessment
- Consumer Understanding
- Consumer Support
Data Protection & GDPR
Ensure compliance with data protection regulations when handling sensitive financial and personal information.
- GDPR Compliance
- Data Security Protocols
- Breach Management
Treating Customers Fairly
Quickly develop training aligned to your organisation’s approach to fair customer treatment and governance standards.
- TCF Principles
- Customer Journey Mapping
- Outcome Measurement
Financial Crime
Easily create comprehensive training on identifying, preventing, and reporting various forms of financial crime.
- Bribery & Corruption
- Market Abuse
- Sanctions Compliance
Compliance-Focused Features
Tools designed to support regulatory awareness, governance and professional standards.
Audit Trail Management
Complete audit trails for all training activities, providing evidence of compliance for regulatory inspections.
CPD Tracking
Automated tracking of Continuing Professional Development hours and certification renewals.
Compliance Alerts
Automated notifications for upcoming certification expiries and mandatory training requirements.
Multi-Entity Support
Manage training across multiple branches, subsidiaries, and regulatory jurisdictions from one platform.
Role-Based Compliance
Assign training based on job roles and regulatory requirements specific to each position.
Secure Cloud Platform
Hosted on secure cloud infrastructure with encrypted data storage and controlled user access.
Three Ways to Build Your Training Library
Ultimate flexibility to create courses exactly how you need them — fast, easy, and tailored to your financial services business.
Ready-Made Course Library
Combine ready-made courses, AI-generated training and facilities documents to build a flexible training library for your organisation.
- Launch training in minutes, not weeks
- ROSPA and CPD courses included
- Regular updates included automatically
- Multi-language support available
AI Course Builder
Describe the financial services training you need and AI builds structured courses with quizzes and voiceovers in minutes.
- Build unique content for your financial services business
- AI generates quizzes and assessments
- Automatic voiceovers in any language
- Create courses 10x faster than traditional methods
Upload Your Documents
Upload internal policies, procedures or guidance and let AI convert them into structured training for your financial services teams.
- Convert existing materials instantly
- Specific training for your financial services business
- AI adds interactivity and engagement
- Supports multiple file formats
Mix & Match
Combine ready-made courses, AI-generated training and financial services documents to build a flexible training library for your organisation.
- Fast deployment
- Complete customisation
- Unlimited possibilities
Enterprise Solutions for Financial Services
Flexible pricing designed for organisations of all sizes in the financial sector.
Customised for Your Organisation
Tailored pricing based on number of users and specific compliance requirements
What's Included
- Extensive course library
- CPD accredited content
- Audit trail reporting
- Custom course creation
- API integration
- Dedicated account manager
Perfect For
- Banks & building societies
- Insurance companies
- Wealth management firms
- IFA networks
- Asset managers
- Fintech companies
Volume discounts available for large organisations
Strengthen Your Regulatory Oversight
Manage training, documentation and workforce development with a scalable, AI-powered platform.
- No credit card required
- 14-day free trial
- Cancel anytime