Mandatory Training

Assign compliance training, run assessments, track completions, and export regulator-ready evidence in one place.

What it does

The Mandatory Training app manages the end-to-end lifecycle of compliance training obligations — from assigning modules to staff, through completion tracking, to exporting the evidence pack your regulator or auditor asks for.

Training content is grounded in your internal policies and regulatory requirements. Exams test applied understanding — not just rote recall — and the platform provides structured feedback so staff know exactly what to review.

Key capabilities

• Training assignment. Assign modules to individuals or groups by role, desk, or jurisdiction. Set completion deadlines and send automated reminders.
• AI-graded assessments. Exam questions are graded with detailed per-question feedback, referencing the relevant policy section or regulatory rule the answer relates to.
• Completion tracking. Live dashboard showing completion rates by team, module, and due date. Overdue assignments are flagged automatically.
• Evidence export. Generate a training evidence pack in PDF — individual certificates, completion records, and exam scores — formatted for regulatory inspection or internal audit.
• Regulatory grounding. Training modules are linked to the policies and regulations they cover. When a policy is updated, affected training modules are flagged for review.

Typical workflow

1. Create a training module (or use a platform-provided template) covering a specific regulatory topic.
2. Assign the module to the relevant staff population with a completion deadline.
3. Staff complete the module and take the assessment in-platform.
4. Compliance officer monitors progress on the completion dashboard.
5. At period end, export the evidence pack for the compliance committee or regulatory file.