Treating Customers Fairly

Consistently Fair Treatment
Consistently Fair Treatment

FCA: “all firms must show consistently that fair treatment of customers”.

TCF at Heart of Business Model
TCF at Heart of Business Model

FCA: “fair treatment of customers must be at heart of business model”.

Consistently Fair Treatment
Consistently Fair Treatment

FCA: “all firms must show consistently that fair treatment of customers”.

COURSE OVERVIEW

TCF is at the heart of good financial conduct

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 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 course.

Adjustments can be made to suit the needs of your company – please contact us for more information.

Continuous Professional Development

This course is CPD Certified and counts as 40 minutes towards a learner’s annual CPD total.

https://www.fca.org.uk/firms/fair-treatment-customers

COURSE PARTS

This course is split into 4 parts:

1
Part 1

Introduces 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.

2
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.

3
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.

4
Part 4

Contains a multiple-choice knowledge test based on the course content.

COURSE FEATURES

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Translation available
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WCAG version available
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Podcast
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Add your own photography and policies
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Customisation available, with bespoke scenarios
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Downloadable workbook
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Smartphone version
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End of course certificate
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CPD certified
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Sector specific versions available

What You Say

"Your team have always been very quick to respond, and always found solutions to problems; there was never a question that couldn’t be addressed. This is superb service and I wanted to acknowledge this. "

UCL

Available as

Off the shelf