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Treating Customers Fairly

40 Minutes Full course Financial Services

This course is designed to provide financial services employees with an understanding of how to treat customers fairly in their daily work.

Description

All organisations in the financial sector need to put the fair treatment of customers at the heart of their business model. This course covers the FCA Principles for Businesses, the meaning of fairness and how to monitor performance to ensure continued fairness. It includes realistic scenarios to illustrate the principles in action.

Course Objectives

  • The roles of the FCA and FOS
  • Treating customers fairly under the TCF and Consumer Duty frameworks
  • Collecting good quality management information (MI)
  • How to put TCF at the heart of a business culture

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This is a trial version of the course Treating Customers Fairly. Please note, we do not offer certificates for trial course completions.

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Stewart Haynes

Group Compliance & Data Protection Officer
VistaJet (Group) Limited

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Head of Compliance and Standards
Hogan Lovells

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Compliance Manager
Arran Isle Limited

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Training and Development Manager
Audley Travel

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Che Odlum

Compliance Manager
DLA Piper