COBS Suitability

Online Course • The Access Group

About the CPD course

The activities in this pathway provide an overview of what is meant by suitability. You will look at some of the key considerations around the suitability test such as a firms obligation when assessing suitability; the types of client and products to which the suitability test applies; gathering information for the suitability test and also what reports and record-keeping tasks must be completed.

CPD Provider

The Access Group

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The Access Group

The Access Group is a leading provider of business management software to mid-sized UK and Asia Pacific organisations. It helps more than 47,000 customers across commercial and not-for-profit sectors become more productive and efficient.