What we do

About us

With a client ethos of ‘the answer is yes, now tell me the question’ and with over 16 years’ experience as one of the UK’s fastest growing competency testing and learning management systems, we have developed a range of client-driven innovative tools designed to assist you assess and maintain the competency of your staff, which, combined with our unique reporting suite, provides you with the evidence required to demonstrate that you have complied with this all-important regulatory requirement.

Thousands of users from some of the UK’s best-known financial organisations rely on our platform to support their compliance and development needs, providing them with the ability to manage their T&C processes in a cost-effective, efficient manner and enabling them to demonstrate individual competencies on an on-going, fully compliant basis.

Whether you are looking for a one-off competency testing facility, an on-going fully functional T&C solution or anything in between our award-winning system has the flexibility to match your needs.

To find out more about how we can help you please contact us

Other Services

Our Technology has...

  • Users
  • Completed Tests
  • Pass Rates
    95% first attempt
  • Questions
  • Pages

The Journey......

  • Maintain Knowledge
  • Demonstrate Competency


The Gamechangers™ GLOBAL AWARDS were setup to celebrate achievement, innovation and brilliance in the companies that attain an award.

We’re delighted to announce that, for the second year running, Competent Adviser are the proud recipients of the following FinTech awards:

  1. UK CPD Provider of the year
  2. UK Competency Testing firm of the year

  1. UK Learning Management Adviser of the year
  2. UK Gamechanger Progress awards (Diversity, Equity and Inclusion)

What they say...

Service from you all is amazing as always.

Thank you very much!

Alex Walker | Deputy Regional Director

Rebecca has been supporting me with getting up and running on Competent Adviser.

I can’t commend and thank her enough, being new to role and applying myself in the way I am to set CPD, Rebecca has been very patient, empathetic and supportive throughout the last few days and weeks.  She responds to my emails going over and above to ensure I am clear about where I am and where I need to go next. Any mention of a catch up call or meeting is no trouble at all despite my silly questions.

I look forward to continue working with her.

Arjun Parekh | Compliance Officer

I think everyone is very quick to email when something has gone wrong and make complaints but they are not as quick to email to say thank you and praise people so I wanted to take a couple of minutes to send my thanks.

I wanted to say a big thank you to you and your team and call out Gay for how she helped me with a couple of tech issues I initially had when logging in. She answered my emails instantly and resolved the problem with my login which really helped me with the work I am currently doing.

I have used competent advisor for my own studies in the past (CeMAP and DipFA) and cannot speak highly enough of the site and how it helped me breakdown the learning and regularly test my understanding. We are in the process of designing some consolidation courses to help future mortgage consultants towards their CeMAP qualification and will be advocating the competent adviser site to all that attend to support their learning.

Mark Evans | Regulated Trainer

“Cannot thank the team at Competent Adviser enough for the excellent training material and the support they provided me.

The online learning modules and tests gave me both the knowledge and confidence to pass at my first attempt. I cannot recommend them highly enough.”

Will Avrili Paraplanner Mortgage Force (UK) Limited

“The feedback we have had on your most recent range of Personal Development Programmes has been excellent. Thank you. Competent Adviser is adding value to our advisers every day.”

Julia Newman Senior Group HR Office Lighthouse Group PLC

“Everyone at the Helpdesk have been absolutely fantastic in helping us get to grips with everything since inception and are always willing to go the extra mile. Each member of your staff is very efficient, knowledgeable, courteous and extremely helpful. As a client we can’t ask for a better service, thank you! ”

Adnan Gill, NMBA

“Dealing with Competent Adviser has been a fantastic experience. 100 % of our candidates passed and all at the first attempt ! In all my years I have never come across such sustained academic achievement as you have achieved for Charcol Direct. I would happily recommend Competent Adviser to other organisations and people new to the industry. Thank you once again.”

Alan Mudd, Director, Charcol

“We had our 3 days Mortgage Advice training course last week with Competent Adviser and they were absolutely fantastic!! Every element of the course was perfectly organised, planned and delivered to a very high standard – but had a real personal touch to it also. On day 1 our staff were all feeling slightly nervous, having never given advice before ,however the course was set out and delivered in such a way, that all fears appeared to have gone by the end of the first day – and by day 3, it was like a different group of people! They were so confident, even the role plays didn’t seem to faze them! The delegates have had nothing but positive comments in regards to the training and can’t wait to start giving advice! ”

Sam Roberts, Hinckley & Rugby Building Society

“We have had a 100% CeMAP first time pass rate with the help of Competent Adviser.”

Hieth George, Nationwide Building Society

“The feedback from the London course was great so we are really pleased.”

Paul Broadhead,Head of Mortgage Policy,The Building Societies Association

Systems that develop & manage competence, and facilitate CPD

Better outcomes for all

We’re part of Fintel, the UK’s leading fintech and support services business.

Operating at the heart of retail financial services, Fintel provides technology, expertise and insights to help the market operate more effectively and inspire better outcomes for all.

Learn more

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