People in scope
24
Across 8 selected roles
Financial advice sample workspace
Explore a read-only, synthetic example of how a financial advice firm can connect training, competence, CPD, professional records, regulatory reviews and assurance evidence.
Example records only. No account required.
Training & competence
CPD schemes
Professional records
Regulatory updates
Assurance pack
Synthetic sample workspace
Northbridge Financial Planning
Training current
89%
3 actions need review
CPD on track
19
5 people need attention
Professional records
42
3 reviews due soon
| Person | Role | Current position | Next action |
|---|---|---|---|
| Amelia Hart | Retail Investment Adviser | Up to date | No action |
| Daniel Okafor | Pension Transfer Specialist | Action needed | Add external CPD evidence |
| Priya Shah | Mortgage Adviser | Due soon | Renew FCA check |
| Lewis Morgan | Paraplanner | Awaiting review | Manager review |
Ready to try SkillProof with your own setup?
Start with the editable financial-advice setup, confirm which roles and requirements apply, then add real staff data when your workspace is ready.