Competency Lifecycle Management
Record, assess, monitor, and report on staff competency, qualifications, and experience.
Case Study
Fit and Proper Manager
Fit & Proper Manager is a comprehensive, web-based compliance platform designed to help Financial Service Providers (FSPs) meet demanding industry requirements for professional standards. This solution simplifies the complex management of staff competency by providing a centralised system to effectively record, assess, monitor, and report on the entire lifecycle for Key Individuals and Representatives.
It streamlines workflows, reduces administrative burden, and enhances accuracy by automating the tracking of qualifications, experience, ongoing training (CPD), supervision, and declarations, ultimately empowering FSPs to manage obligations and maintain a competent advisory force efficiently.
Client Requirements
The challenge
Moonstone Compliance required a robust, centralised system to help their FSP clients navigate complex professional standards. The challenge was to create a comprehensive platform that could automate the tracking and monitoring of staff competency, qualifications, and experience while simplifying the management of ongoing training and supervision processes. The system needed to provide clear, auditable records for compliance verification, reduce administrative burden from manual tracking, and ensure data security with appropriate access controls throughout.
Features
Key capabilities
CPD Tracking
Manage and track ongoing training requirements and activities.
Supervision Module
Facilitate and document the supervision process for representatives.
Data Management
Tools for data import/export and integration capabilities.
Design Elements
Typography and colour
Mona Sans
Aa Bb Cc Dd Ee Ff Gg Hh Ii
Jj Kk Ll Mm Nn Oo Pp Qq Rr Ss
Tt Uu Vv Ww Xx Yy Zz
Colour palette
#181F32
#D3AB49
#FFFFFF
Technology Stack
Built with
Angular
C#
SCSS
More case studies
