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TREATING CUSTOMERS FAIRLY

30 minutes, including interactions and downloads

Suitable for

This training topic is at the heart of the Financial Conduct Authority’s objectives and
so is of critical importance. It’s also practical learning for those people who want to
create a culture of treating customers fairly and doing the right thing. This course is
for:

• Directors • Supervisors
• Managers • Team Leaders
• All Employees • Consultants

Overview

The fair treatment of customers is required by any firm that is regulated by the
Financial Conduct Authority (FCA). It also makes good business sense to be fair to
the people you serve. This Treating Customers Fairly e-learning course focuses on
ensuring awareness, understanding and compliance of the six core consumer
outcomes expected from the FCA.

The e-learning aligns with FCA guidelines and demonstrates the importance of being
transparent when dealing with customers; not misleading them in order to make a
sale; ensuring they have all the information they require to make an informed choice.

Course Objectives

To ensure compliance with the FCA guidelines regarding Treating Customers Fairly,
this course will enable learners to:

• Understand what constitutes fair treatment of customers
• Help ensure personal compliance with treating customers fairly
• Appreciate the six consumer outcomes as set out by the Financial Conduct
Authority
• Understand their obligations as a manager / employee and know how to
effectively ensure fair treatment of customers
• Improve general compliance within their organisation
• Help to develop a compliance culture within their organisation
• Help the company avoid potentially costly litigation and fines

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