Assessing customers needs is a key role of any broker. This session looks at why this is so important and discusses the regulatory requirements that need to be considered.

What's Covered
  • Assessing customers needs

  • Regulatory requirements

  • Treating Customers Fairly

Course Outcome
  • Discuss the importance of assessing customer needs in insurance distribution

  • Explain the regulatory requirements in assessing customer needs

  • Discuss how TCF (Treating Customers Fairly) links with the need to assess customer needs

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