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Ascentric launches platform test for advisers

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Ascentric has launched a “driving test” for advisers to assesses their knowledge and understanding of the platform and ensure they are able to explain its functionality to clients.

Advisers must complete a training programme before taking the test, which involves theory and practical assessments.

The theory test consists of 25 questions with a pass mark of 80 per cent.

The practical test is assessed by a trainer to make sure the user can access and navigate the Ascentric website and explain the processes to clients. This takes 25 minutes and the individual is given a pass or fail from the assessor.

Advisers who pass both parts of the test will receive a certificate.

Ascentric sales and marketing director Richard Goodall says: “Our driving test will ensure advisers have a clear understanding of the processes that underpin the Ascentric platform so they can clearly communicate its features to clients.

“The approach of the regulator to the platform market is now evolving at a fast pace. My view is that the FSA will expect adviser firms to have something along the lines of a ‘platform policy’ which will cover a range of activities designed to demonstrate good practice and clearly one example of this will be training.”

Hughes Carne IFA director Keith Jarman says: “I think some advisers would probably find it condescending that Ascentric say they should pass a test to use the platform.”

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Readers' comments (1)

  • Surely this goes against good design? If something was designed well enough in the first place, it would be easy enough to "learn" or pickup.

    The design of a website / web-app is the most important step, but often considered irrelevant. If you get the design right (so it feels natural) you don't need extensive help or "tests".

    Adhere to common practices. If icons are used make sure they are similar to icons used in other sites / apps. Most people think "save" when they see a floppy disk, that alone saves 20 seconds from a test.

    Would love to have a look at the interface to this system!

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