Financial Services Skills Gap Assessment

Identify Training Needs and Close Skills Gaps in Financial Services

In the fast-evolving financial services industry, maintaining a highly skilled workforce is essential for regulatory compliance, competitive advantage, and exceptional client service. This Financial Services Skills Gap Assessment template helps firms systematically evaluate their teams' capabilities across critical competencies—from regulatory knowledge and financial software proficiency to risk analysis and client advisory skills.

Whether you're an HR manager, training coordinator, or operations leader at a bank, wealth management firm, insurance company, or fintech, this template provides a structured framework to identify where your team excels and where targeted development is needed. The assessment covers compliance awareness (AML, KYC, securities regulations), technical skills (CRM platforms, trading software, portfolio tools), analytical capabilities (risk assessment, financial modeling), and soft skills (client communication, relationship management).

Paperform makes skills assessments effortless. Build on-brand, easy-to-complete forms that employees can fill out in minutes. Use conditional logic to tailor questions based on role or department, and apply calculations to automatically score proficiency levels. Responses flow directly into your preferred tools—Google Sheets, Airtable, or your HRIS—so you can analyze trends, prioritize training investments, and track progress over time.

Take your workflow further with Stepper, your AI-native automation platform. When an assessment reveals significant gaps, Stepper can automatically assign training modules, notify managers, enroll employees in certification programs, or create personalized development plans—keeping your team sharp and compliant without manual follow-up.

Trusted by financial institutions worldwide and SOC 2 Type II compliant, Paperform ensures your skills data is secure and your assessment process is seamless. Start identifying and closing skills gaps today to build a more capable, confident, and compliant financial services team.