Assessing Competence – Best Practice


OBJECTIVES Examine the 4 stage assessment process, methods of assessment, rules and types of evidence, and assessment traps that need to be considered when building a portfolio of evidence to determine an individual’s competence. Analyse the characteristic traits of an activity manager and the steps you need to take to be a competence manager.   OUTCOMES To understand the four stages of the assessment process and how to apply them To know how to use the 4 methods of assessment To be able to distinguish evidence into its appropriate category To know the rules of assessment and how to apply…

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I provide consultancy and support to UK based financial services companies helping them to design and implement practices that develop their people, achieve their business goals and comply with the needs of the regulators. I specialise in T&C, competence assessment and conduct which may be of particular interest to companies as they address the requirements of the Certification Regime and Code of Conduct requirements. My specialities include: Knowing you have a business to run Valuing your people as your greatest asset Keeping things simple, practical and relevant Engaging the business to promote ownership Ensuring Compliance is a natural by product of doing things well

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