Treating Customers Fairly (TCF) Overview

Introduction:

The purpose of TCF is to ensure that financial services firms and the individuals who work within them act in the interests of their customers and treat them fairly.

Focus Area:

This CPD course provides an understanding of the importance of treating customers fairly (TCF). The course covers:
  • TCF and why it was necessary
  • TCF outcome 1 in relation to culture and governance
  • TCF Outcome 2 on product suitability
  • TCF outcome 3 on disclosure requirements
  • TCF Outcome 4 in relation to suitable advice
  • TCF Outcome 5 on performance and service expectations
  • TCF Outcome 6 on requirements in relation to customer claims, complaints and product changes.
  • The TCF self-assessment tool results and compiling a TCF compliance plan

Who should Attend:

Financial Planners, Financial Advisors, Para-Planners, Business Owners, Business Employees

CPD Info:

Webinar attendance will be tracked via Zoom. Learners also have to log in to their course page after the webinar to complete a final assessment and have to achieve a minimum of 60% to pass and obtain a certificate of completion.

Agenda:

09:00 - 09:15: Introduction to Treating Customers Fairly (TCF

09:15-09:25: Session 1 - TCF Outcome 1: Culture and governance

09:25-09:30: TCF Outcome 2: Product suitability

09:30-09:40: TCF Outcome 3: Disclosure

09:40-09:50: TCF Outcome 4: Suitable advice

09:50-10:00: TCF Outcome 5: Performance and service expectations

10:00-10:10: TCF Outcome 6: Claims, complaints and changes

10:10-10:30: Putting it all together Q & A

Hosted by:

Moonstone Business School of Excellence

Presented by:

Tamara Jacobsohn

Cities:

Webinar

Time:

09:00 - 10:30

Cost:

R1500 excl. VAT

Notice:

After webinar as verification measure. Final assessment 10 Multiple-choice questions covering entire content Pass mark 60%

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Online Webinar

25 November 2020

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