focus:progress logo

Train. Monitor. Grow.

Training and competence software for the enterprise.

focus:progress is our enterprise-class training and professionalism system.

It gives you a holistic view of your organisation's T&C, testing, learning and development.

focus:progress delivers 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 accredited by the Chartered Institute of Insurance (CII) and the London Institute of Banking and Finance (LIBF), supporting those renewing their SPS and all other staff developing their professionalism.

Delegates participating in accredited training can claim CPD hours (excluding breaks) towards the CII / PFS member CPD scheme.

focus:progress vs. now:progress

Both products are built on the same core platform, meaning that you can choose the solution that fits your organisation.

Enterprise-class training academy capability

Everything in now:progress, plus:

  • Extended option with full “Academy” framework.
  • Designed to meet more advanced training needs.
  • Available online 24/7.
  • Pay per user type, plus hosting and customisation costs.
  • Customise your compliance and training forms and workflows.
  • Create your own curriculum, courses, content and assessments.
  • Rapidly build interactive material with our e-learning creator.
  • Create and manage ad-hoc and diary-based classrooms and events.
  • Customise reporting, dashboards, hierarchy and user forums.
  • Manage your own competency activity framework.

On-demand training management for teams up to 30 users.

A more streamlined, pre-configured deployment than focus:progress

  • Modular, online Training & Competence tool.
  • Designed for ease of use and management.
  • Available online 24/7.
  • Pay per module / seat.
  • Individual and supervisor (team) KPI activity dashboards.
  • Monitoring tools for risk-based supervision.
  • Centralised CPD hub for record keeping (& SPS where appropriate).
  • c.3,600 industry learning outcomes benchmarked to ApEx.
  • 4,000+ questions benchmarked at QCF levels 3, 4, 5 & 6.
  • 30 specialist and c.200 online training courses across 12 business areas.
  • Knowledge bank including over 8,500 industry articles.
  • Assigned, automated and self-select course titles.
  • Randomised assessments.
  • Recording of development needs.
  • Training history report.
  • Activity progress / status reporting and CPD reporting (incl. SPS where appropriate).

Proudly accredited

London Institute of Banking and Finance (LIBF) logo Chartered Insurance Institute accredited provider logo Chartered Institute for Securities and Investments accredited training provider logo Financial Services Skills Council (FSSC)  logo

focus:progress elements

focus:progress delivers a number of core benefits through individually licensed elements. Each one is designed to solve specific problems within financial services organisations - together, they give you the ability to create and deliver your own, in-house training academy.

Available as a standalone application, or integrated with others, such as focus:360°, focus:progress gives you a configurable learning management system that will help your organisation grow.

focus:progress elements

focus:progress journeys

focus:progress includes permission-driven student, manager and admin functionality that lets you deliver dynamic training material and dynamic user experiences.

As a student, you can work through assigned material, record CPD hours and register yourself for events that have been created by your company. As a manager, you can do all of that, plus you have the ability to monitor and direct your team. Administrators have the power to develop entire training curriculums - up to and past full university course complete with classroom training, reading, assessments and more.

focus:progress journeys

Get the knowledge

focus:progress now includes "knowledge" - a new interactive portal that provides easy access to key financial services information.

With knowledge you get:

  • 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 using the demo request form.


Wayne Sheridan of Blevins Franks
Focus has many features which have transformed our approach to scheduling, recording, validating and reporting of training activities and supervisory interventions. Moreover, the configuration flexibilities within the focus:progress system enable us to enhance and mechanise our supervisory record keeping with the least upheaval.

We have retained all the valuable aspects of our former, manual processes, so our wealth managers and their supervisors have seamlessly adopted their new system.

Delivery and logging of CPD could not be easier!


- Wayne Sheridan
Blevins Franks
focus:progress logo

Summary

  • Reduces operational risk.
  • Delivers a true academy framework.
  • Minimises paper records across your T&C scheme.
  • More effectively monitors all front and back office staff activities.
  • Empowers individuals to take control of their own learning and development.
  • Supports individuals in meeting their professionalism requirements.
  • Tailored to fit your people, your company and your markets.
  • Enhances and maintains knowledge across your business.
  • Keeps you current, with quarterly regulatory updates.

Benefits

  • 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.

Features & functionality

  • 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.
  • Question banks aligned 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.

focus:progress

Total professionalism for the enterprise

Style mixer

Highlight colour


Header

Footer


Page layout

Background pattern