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CASS Introduction
A short online e-learning primer aimed as an introductory overview for those encountering Client Money and Client Assets for the first time
- 2 CPD Units
- 2 Hours
- All Levels
Course Overview
Accreditation & CPD Recognition
Course Overview
A short online e-learning primer aimed as an introductory overview for those encountering Client Money and Client Assets for the first time, and for those working in firms that do not hold or control client money or safe custody assets as part of their business.
Training Duration
This course may take up to 2 hours to be completed. However, actual study time differs as each learner uses their own training pace.
Training Method
The course is offered fully online using a self-paced approach. The learning units consist of reading material. Learners may start, stop and resume their training at any time.
At the end of each session, participants take a Quiz to complete their learning unit and earn a Certificate of Completion upon completion of all units.
Registration and Access
To register to this course, click on the Get this course button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment.
If you wish to receive an invoice instead of paying online, please contact us at [email protected]. Access to the course is valid for 180 days.
Accreditation & CPD Recognition
This programme has been developed by the London Governance and Compliance Academy (LGCA), a UK-recognised training institution.
The syllabus is verified by external subject matter experts and can be accredited by regulators and other bodies for 2 CPD Units that approve education in financial regulation, such as the FCA. The course may be also approved for CPD Units by institutions which approve general financial training, such as the CISI.
Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
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EIMF offered tools, knowledge, and practical experience…no books can accomplish this!
EIMF is a great training provider, pursuing and excelling in the investment services industry
I now see that my behaviour was affecting the actions and dedication of my team…thank you for making me see things that I never thought about before!! Course was amazing!
For us it’s vital to invest in the professional development for our staff. EIMF makes sure our investment is effective, and our people are able to realise their full potential.
Continuing Professional Development is not an option for us, it’s a necessity. EIMF makes it easy for our people to keep current; which is good for our people, and good for us too.
High-quality content and very enjoyable learning experience. At EIMF courses are delivered in a very informative and engaging way and are beneficial for anyone who works within the financial services, accounting and compliance sectors.
We know our most valuable advantage is our people! Our success as an organisation is dependent on fully realising the potential of our people. Working with EIMF means we are able to achieve that in the most efficient and effective way.
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