Skills Gap Analysis Template
Length: 9 Pages
Applies to: All firms
Buy Fully Customisable Skills Gap Analysis Template
Get a fully editable Skills Gap Analysis Template, designed to support regulated firms in identifying, analysing, and addressing competency shortfalls across their workforce. This comprehensive document aligns with FCA Training & Competence (TC) Sourcebook requirements and Consumer Duty expectations, helping firms ensure that staff possess the necessary skills, knowledge, and competencies to perform their roles effectively and in compliance with regulatory standards.
The template provides a structured approach to conducting a skills gap analysis, including sections on role profiling, competency mapping, training needs assessments, and gap prioritisation. It guides firms through evaluating staff performance against role-specific benchmarks, identifying areas for improvement, and formulating action plans for training and development. The template includes ready-to-use matrices for capturing data, visualising gaps, and planning remedial actions.
A key feature of this template is its focus on regulatory alignment, ensuring that the gap analysis process covers key areas like financial product knowledge, compliance awareness, customer treatment standards, and risk management competencies. The document also includes scoring mechanisms, competency assessment forms, and performance tracking tools to support consistent evaluation and continuous improvement.
The template emphasises the importance of management accountability, offering clear guidance on delegating tasks, documenting training outcomes, and updating training records in line with FCA expectations. It also helps firms monitor progress through periodic reviews, staff feedback, and CPD tracking, ensuring that training interventions are both effective and targeted.
Ideal for compliance teams, HR managers, training officers, and senior management in financial services, this Microsoft Word template is instantly downloadable and fully editable. It saves time, improves training efficiency, and supports a proactive approach to maintaining a skilled, competent, and compliant workforce—demonstrating a commitment to regulatory excellence and customer care.
Length: 9 Pages
Applies to: All firms
Buy Fully Customisable Skills Gap Analysis Template
Get a fully editable Skills Gap Analysis Template, designed to support regulated firms in identifying, analysing, and addressing competency shortfalls across their workforce. This comprehensive document aligns with FCA Training & Competence (TC) Sourcebook requirements and Consumer Duty expectations, helping firms ensure that staff possess the necessary skills, knowledge, and competencies to perform their roles effectively and in compliance with regulatory standards.
The template provides a structured approach to conducting a skills gap analysis, including sections on role profiling, competency mapping, training needs assessments, and gap prioritisation. It guides firms through evaluating staff performance against role-specific benchmarks, identifying areas for improvement, and formulating action plans for training and development. The template includes ready-to-use matrices for capturing data, visualising gaps, and planning remedial actions.
A key feature of this template is its focus on regulatory alignment, ensuring that the gap analysis process covers key areas like financial product knowledge, compliance awareness, customer treatment standards, and risk management competencies. The document also includes scoring mechanisms, competency assessment forms, and performance tracking tools to support consistent evaluation and continuous improvement.
The template emphasises the importance of management accountability, offering clear guidance on delegating tasks, documenting training outcomes, and updating training records in line with FCA expectations. It also helps firms monitor progress through periodic reviews, staff feedback, and CPD tracking, ensuring that training interventions are both effective and targeted.
Ideal for compliance teams, HR managers, training officers, and senior management in financial services, this Microsoft Word template is instantly downloadable and fully editable. It saves time, improves training efficiency, and supports a proactive approach to maintaining a skilled, competent, and compliant workforce—demonstrating a commitment to regulatory excellence and customer care.
Length: 9 Pages
Applies to: All firms
Buy Fully Customisable Skills Gap Analysis Template
Get a fully editable Skills Gap Analysis Template, designed to support regulated firms in identifying, analysing, and addressing competency shortfalls across their workforce. This comprehensive document aligns with FCA Training & Competence (TC) Sourcebook requirements and Consumer Duty expectations, helping firms ensure that staff possess the necessary skills, knowledge, and competencies to perform their roles effectively and in compliance with regulatory standards.
The template provides a structured approach to conducting a skills gap analysis, including sections on role profiling, competency mapping, training needs assessments, and gap prioritisation. It guides firms through evaluating staff performance against role-specific benchmarks, identifying areas for improvement, and formulating action plans for training and development. The template includes ready-to-use matrices for capturing data, visualising gaps, and planning remedial actions.
A key feature of this template is its focus on regulatory alignment, ensuring that the gap analysis process covers key areas like financial product knowledge, compliance awareness, customer treatment standards, and risk management competencies. The document also includes scoring mechanisms, competency assessment forms, and performance tracking tools to support consistent evaluation and continuous improvement.
The template emphasises the importance of management accountability, offering clear guidance on delegating tasks, documenting training outcomes, and updating training records in line with FCA expectations. It also helps firms monitor progress through periodic reviews, staff feedback, and CPD tracking, ensuring that training interventions are both effective and targeted.
Ideal for compliance teams, HR managers, training officers, and senior management in financial services, this Microsoft Word template is instantly downloadable and fully editable. It saves time, improves training efficiency, and supports a proactive approach to maintaining a skilled, competent, and compliant workforce—demonstrating a commitment to regulatory excellence and customer care.
