Assessing Customer Needs
1.5 Hour Course
This session looks at why it is important. A key role for any broker.
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 is covered
• Assessing customers needs
• Regulatory requirements
• Treating Customers Fairly
• 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
If you are interested in this course and would like to request more information, please contact us using the form below.