Training is critical for CASS compliance.
All staff and management must understand what their own practical roles and responsibilities are in the processes and controls that ensure protection of Client Money and CASS compliance.
Management must therefore ensure that all staff receive CASS training that is relevant to their role and that they are CASS competent.
CASS Wizard helps management to:
- Maintain information on all relevant staff and management;
- Keep record of each individual’s allocation and acceptance of Key CASS Control responsibilities set out in the CASS Mapping;
- Identify the Client Money and CASS training that individuals need to meet their responsibilities ;
- Record the CASS training received and competence attained for each individual.
CASS Wizard helps identify who needs what CASS training and records when the training has been delivered effectively. This helps management to ensure that all staff are recorded as competent for their allocated roles in protecting Client Money and maintaining CASS Compliance.
If you would like to find out more then please contact us.