Introducing the New T&C Module
The redesigned Training & Competence module brings together the tools advisers need to manage their ongoing professional development and competence.
From Financial Exams and CPD recording to CPD analysis and Statement of Professional Standing management, T&C provides one central place to monitor progress and maintain professional records.
Everything in One Overview
The redesigned T&C dashboard provides an immediate overview of your professional development and competence activity.
Users can view their recorded CPD hours, progress against annual targets, upcoming certifications and outstanding examinations from one central dashboard.
This gives advisers a clearer understanding of their current position and helps identify areas that require attention.
Preview of the new Training & Competence dashboard
Your T&C Tools, Together
The new module brings together four important areas of adviser competence, making it easier to manage professional development and maintain the relevant records.
Financial Exams
Take examinations, review previous attempts and track results through a redesigned examination experience.
CPD Register
Record and manage Continuing Professional Development activities, maintaining an organised record of your learning.
CPD Analysis
Review recorded CPD hours, analyse progress against annual targets and identify outstanding requirements.
SPS Management
Record and monitor Statement of Professional Standing status, certifications and associated records.
A Better Examination Experience
Financial Exams have received a complete visual refresh as part of BAT 3.0.
The redesigned examination area introduces a cleaner layout, clearer navigation and improved visibility of examination activity.
Advisers can search for examinations, filter by subject, view previous attempts and review their results.
The aim is to make it easier to find relevant examinations and maintain visibility of completed and outstanding competence assessments.
Preview of the redesigned Financial Exams overview
Designed for a Smoother Test Experience
Alongside the new design, we have introduced additional safeguards to improve reliability and reduce the risk of technical interruptions affecting examinations.
Clearer Navigation Throughout Your Exam
The new examination interface provides:
- A clear countdown timer showing the remaining examination time.
- An overview of examination questions and current progress.
- Clearer navigation between questions.
- Improved visibility of answered and unanswered questions.
- Additional safeguards designed to reduce technical disruption.
These improvements are designed to help advisers remain focused throughout their examinations.
Preview of the new examination interface
Keep Your Professional Development on Track
The CPD Register provides a dedicated area to record and manage ongoing professional development activities.
Advisers can log their learning, review recorded CPD hours and monitor their progress against annual development targets.
CPD information is also reflected within the T&C dashboard, providing a clearer view of professional development alongside financial examinations and certifications.
Preview of the CPD Register
Managing SPS and Certifications
The T&C module also provides tools for recording and monitoring professional certifications, including Statement of Professional Standing status.
Bringing certification records together with CPD and examination activity provides a more complete overview of an adviser's ongoing competence requirements.
A Clearer View of Adviser Competence
By bringing Financial Exams, CPD and certification records together, the new T&C module makes it easier to manage professional development within BAT.
Our aim is to help advisers stay on top of their competence requirements while giving firms better visibility of ongoing professional development.
What's Next?
The new Training & Competence module will be available as part of the BAT 3.0 launch on Monday 9 November 2026.
Throughout the rest of this week, we'll continue introducing the improvements coming to BAT's remaining core modules.
Keep an eye on your inbox for the next update.