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contact advisorIntroduces the Financial Conduct Authority’s six core consumer TCF outcomes, and the Rules and Principles that reinforce them. It also explains what TCF does not include.
Treating Customers Fairly Training
COURSE OVERVIEW
Customer Service Elearning Course. FCA: “all firms must be able to show consistently that fair treatment of customers is at the heart of their business”.
The FCA states that “all firms must be able to show consistently that fair treatment of customers is at the heart of their business model”. This sentiment is reflected in the FCA’s six TCF outcomes and the Rules and Principles that support them. Above all, TCF is about creating the right culture within a firm: “customers expect financial services and products that meet their needs from firms they trust” .
This Customer Service Elearning Course has been designed to help people understand what is meant by ‘Treating Customers Fairly’ through case studies and real-life examples. Learners will be assessed on their knowledge and understanding through a test at the end of the Customer Service Elearning Course.
Adjustments can be made to suit the needs of your company – please contact us for more information.
Continuous Professional Development
This is CPD Certified Elearning Course and counts as 40 minutes towards a learner’s annual CPD total.
COURSE PARTS
This course is split into 4 parts:
Part 1
Part 2
Explains how TCF should be implemented and assessed, and details responsibilities for all staff, including senior management. Examples are used to show good practices that constitute Treating Customers Fairly across a variety of financial firms.
Part 3
Demonstrates what happens if customers are not treated fairly. Consequences may impact customers, firms, and society more broadly. A recent high-profile case is used as an example.
Part 4
Contains a multiple-choice knowledge test based on the course content.
COURSE FEATURES
Translation available
WCAG version available
Podcast
Add your own photography and policies
Customisation available, with bespoke scenarios
Downloadable workbook
Smartphone version
End of course certificate
CPD certified
Sector specific versions available
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