Every asset lives here once, with its own version history and tags. A course, a learning path or an assessment doesn't copy the asset — it references it. Update the phishing video and every course that uses it is updated. Click any tile below to filter, then click an asset to see where it's used and reuse it.

A question pool is the master copy: text, options, correct answer, rationale, learning objective, difficulty, and whether it's required or optional. An assessment (the AML Final, the onboarding quiz, the annual recert) references the pool and adds its own rules — how many to serve, pass mark, attempts, time limit. Edit a question once and every assessment using it is updated; retire a question and it drops out of all of them.

A learning path is a program, not a course. It answers "what does a new Wealth Advisor need to complete, in what order, by when?" You assemble it from the Content Library (nothing is re-uploaded), set prerequisites and gates ("can't open Suitability until the AML final is passed at 80%"), attach a certificate, and assign it once to a population. New hires get it automatically on Day 1; progress rolls up into readiness and IDP reporting.

A rule is population + deadline + escalation + exemptions. Population is defined by attributes synced from Workday (department, role, location, tenure), so it updates nightly: a transfer into Wealth Management is enrolled automatically, a leaver drops out. Deadlines can be a fixed date, relative to assignment, or relative to start date for new hires. Completion feeds the Compliance Risk Center; misses trigger the escalation chain.

Each row is a current role and its defined next role (the career-ladder step HR configured — e.g. Client Relationship Manager → Senior CRM). Readiness % is the share of people in that role whose demonstrated skills meet the next role's profile. Ready = meets it now · Developing = on a path, projected within 6–12 months · At risk = no active plan. The firm has 14 role families; the selector shows any of them — three are shown by default because they carry the largest pipelines.