Conduct Standard for Banks

4 CPD

R530.00

Accreditation expiry date: 31/05/2026

Professional Body: IOBSA
Approval Number: IOB300
SKU: CPDCSB

Once you have completed this course you will be able to:

  • Introduction
  • Application of the Conduct Standard
  • Specific requirements in the Conduct Standard for Banks: Culture and Governance, Design, Suitability and Performance requirements for financial products and financial services, Additional requirements in respect of retail financial customers
  • Specific requirements in the Conduct Standard for Banks: Advertising
  • Specific requirements in the Conduct Standard for Banks: Disclosures
  • Specific requirements in the Conduct Standard for Banks: Complaints Management
  • Specific requirements in the Conduct Standard for Banks: Refusal, withdrawal or a closure of financial products or financial services by the bank, Termination, closure or switching of financial products or financial services by the financial customer

Who Should Register

  • Key Individual
  • Compliance Officer
  • Representative
  • Manager
  • Employee

Description

The Conduct Standard for Banks 3 of 2020.

The purpose of the course is to provide you with core knowledge and understanding of the Conduct Standard for Banks as it relates to banking products and services, as well as operational and related requirements.