Access Learning

Training, compliance and development for FCA-regulated firms

Access Learning solutions give FCA-regulated firms the tools to manage compliance training, evidence competency, and develop their people. It covers everything from SM&CR and Training and Competence (T&C) tracking to professional development and career pathways.

Our market-leading solutions are accredited, assured and backed by our learning partners.

Three key challenges for Financial services providers 

Meeting FCA Training and Competence (T&C) requirements 

The regulatory landscape continuously shifts. Organisations must prove that employees in regulated roles have completed the right competency training, and that they are up to date with regulation changes. Firms that fall behind face enforcement action. 

Being audit-ready, always  

Your compliance team manages FCA obligations in one system. L&D tracks training completions in another. Certification renewals slip through the gaps. Without a single source of truth for training records, evidencing competency across your workforce is error-prone. When the audit arrives, teams scramble to piece together a complete picture. 

Saving time 

Chasing completions. Sending reminders. Updating spreadsheets. None of it is risk management. It just looks like it. Every hour your compliance team spends on process is an hour not spent on the work that actually protects your firm. 

Access Learning solutions for financial services firms

Access Learning brings together an award-winning LMS, a library of FCA-mapped eLearning and and intelligent automation tools. These products all sit within the Access Evo platform, so learning and development in financial services is fully accessible without needing separate logins.  

Assign, track and evidence training in one place

Access LMS Evo is the award-winning Learning Management System (LMS) at the heart of Access Learning. It gives FCA-regulated firms the tools to assign, track and evidence training without building a spreadsheet. 

  • Automate CPD tracking, certification renewals, and FCA Training and Competence (T&C) obligations, with individual records for every regulated role 
  • Create individual learning records for SM&CR, evidencing competency for Senior Managers and Certified Persons 

See more about how Access LMS Evo works for financial services

Training that meets each role's regulatory requirements

Access eLearning provides a content library of skills courses crafted by industry experts, and critical compliance courses for regulated roles covering what employees need to know to meet their FCA obligations. 

  • FCA-mapped content, including Financial Crimes, Anti-Money Laundering (AML), Consumer Duty and Data Protection 
  • Created in partnership with ZISHI 

See more about our financial services compliance training courses

Professional development for finance leaders in the making 

Access Learning Content supports on-demand professional development for employees in FCA-regulated firms, with resources to build leadership, communication and wellbeing skills beyond their compliance obligations. Finance professionals can build these skills at their own pace, in formats that fit around their working day: short videos and audio for time-pressed professionals, eBooks and virtual masterclasses for deeper learning.

Career pathways for every employee  

Access Careers Centre gives compliance officers, risk analysts and their managers a structured path for development beyond their current role, with skills assessments and career mapping. Employees get Individual Development Plans with learning recommendations tied to their next qualification. Managers get visibility of each team member's progress, so finance career development conversations are structured rather than ad hoc.

Operational compliance beyond training 

MY Compliance Management covers the workplace and operational compliance obligations that sit alongside FCA regulatory training. Facilities managers can log incidents and security breaches with a full audit trail. Risk teams can run audits, assign actions, and export reports for regulatory submissions. The system tracks certification expiry dates and sends alerts before deadlines are missed.

Key features that FCA-regulated firms need

Frequently asked questions 

Everything you need to know about Access Learning solutions for financial services. 

Is compliance training a legal requirement for the finance sector?

FCA-regulated firms are legally required to ensure employees in regulated roles are trained and competent in relevant legislation, regulations and best practices. 

How can Access Learning help with FCA compliance evidence?

Access LMS Evo stores all training records and generates exportable audit reports, giving compliance managers a clear evidence trail for FCA review. 

How often is the content updated?

Our content is reviewed and updated to reflect regulatory changes, written in collaboration with ZISHI. 

Can I create bespoke training for our internal policies?

With our eLearning authoring tool Access eCreator, your L&D team can build bespoke courses from scratch. Create new courses covering internal policies, product knowledge or onboarding, no technical expertise in content management required. Your team can update courses as procedures change. 

Can Access Learning solutions scale as our organisation grows?

You can add users or courses as your organisation grows, and introduce additional solutions such as gamified learning with Gamebrain

Do we offer support for financial services providers beyond training?

Access Evolve centralises financial management by bringing together finance, accounting, payroll, spend automation and analytics into one connected platform. 

Find out more about how Access Learning can help 

Whether you need to manage SM&CR obligations, meet FCA Training and Competence requirements, or build a development programme beyond compliance, Access Learning can help.