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what is it?

focus:progress is a personal development solution which uniquely features a holistic view of T&C, testing and learning and development capabilities, for the advancement of financial services professionals. The solution incorporates learning media, CPD courses, testing facilities, supervisory monitoring and reporting to enable you and your workforce to evidence competency, study for professional qualifications and develop skills and knowledge. The content within focus:progress is pre-accredited at QCF level 4 by the CII and the IFS, supporting those renewing their SPS and all other staff developing their professionalism. 

focus:progress will help you and your business by:

  • reducing operational risk
  • minimising paper records across your T&C scheme
  • more effectively monitoring all front and back office staff activities
  • implementing a range of media to suit varying learning styles
  • empowering individuals to take control of their own learning and development
  • supporting individuals in meeting their professionalism requirements
  • enhancing and maintaining knowledge across your business

The solution is available as a standalone application or it can be integrated with a range of other products with single sign-on capability, including focus:360°, our multi-channel distribution software, to enable the end to end sales process to be within a single solution.

let us introduce our latest release

Our latest release gives you access to the new interactive portal, focus:progress knowledge, providing easy access to the information needed to operate efficiently in today’s financial services sector. 

With focus:progress knowledge you now have:

  • access to a large relevant and valuable knowledge source at your fingertips
  • an effective tool to quickly combat knowledge fade to stay on top of your game with client queries, in meetings and for quick and easy revision sessions before an exam
  • easy access to regulation, legislation and information on the market place for the retail financial services sector

Sign up for a quick demonstration or read our press release on focus:progress knowledge here.

introductory online seminar

useful links



focus:progress brochure



functional datasheet

download focus:progress functional datasheet

course content list

download focus:progress course content list


  • maintain and enhance employee knowledge, skill and CPD with industry benchmarked question banks, assessments and reference material for the latest qualifications up to diploma level 4 and beyond
  • manage all your employee development and regulatory T&C requirements from a single desk based solution
  • future proof technical learning, assessments and stop knowledge fade through ongoing updates to focus:progress knowledge
  • access  comprehensive supervisory tools to have efficient supervisor monitoring and resource planning in line with current FCA  Handbook requirements (TC)
  • evidence meeting T&C requirements with audit functions
  • gain a greater understanding of employees’ progress, training gaps and future requirements through access to extensive, relevant Management Information
  • test employees’ capability on the job with ‘application based’ assessments
  • support differing employee requirements with a variety of learning media including video, online forums, reading material and online tests
  • protect those requiring the SPS through pre-accredited CPD courses from the Focus course catalogue

capabilities post-RDR

  • industry standard test criteria and question banks up to diploma level
  • ability to record, monitor and evidence ongoing CPD
  • comprehensive supervisor dashboard to enable monitoring in line with current FCA proposals
  • ability to include ‘application based’ questions to assist in testing employee’s capability on the job
  • functionality to test competence against defined job roles
  • reporting on data to evidence compliance


  • dynamic training plans
  • alignment of question banks to ApEx Standards
  • inclusion of knowledge and application based questions, including question weighting options
  • employee competency tracks built using  a selection of training media
  • offline functions for supervisors
  • CPD hours recording and approval process
  • quarterly maintained question bank and source materials
  • configurable user and group structure
  • company specific branded portal