Outsourced Assessment Hosting Services

Plumb Line offers a fully outsourced assessment hosting service to address electronic assessment needs around product and compliance assessments for the financial services industry.

FAIS Fit and Proper Management

Plumb Line provides a tool that not only manages all the legislative rules, but provides management information to ensure that fines are avoided and that the FSP’s Rep Register is always accurate.

Financial Markets Series

The Financial Markets training series introduces the learner to the fascinating, complex and rapidly changing world of financial markets and endeavors to explain some of the more commonly encountered financial market terminology.