Customer Service and Building client relationships

4.5 CPD


This module look at all types of customers, how we can serve them better and improve ourselves in the process. The course is therefore suited to anyone who deals with customers and is useful as a refresher on customer service or to build better knowledge and skills on good customer service.


Focus Area

  • Understand who customers are and what customer service means;
  • Recognise how your attitude affects customer service;
  • Identify your customers’ needs and social style;
  • Use outstanding customer service to generate return business;
  • Build goodwill through in-person customer service, over the phone or through online resources such as e-mail;
  • Deal with difficult customers;
  • Wow, customers every time.

Who should register?

Managers/Leaders, Financial advisors, Paraplanners, Office staff

CPD information

4.5 CPD points on completion of the course and successful pass of the final assessment

The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


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