Treating Customers Fairly (TCF) Overview

1 CPD

R97.74

The purpose of TCF is to ensure that financial services firms and the individuals who work within them act in the interests of their customers and treat them fairly.

Description

Focus Area:

This CPD course provides an understanding of the importance of treating customers fairly (TCF). The course covers:

  • What TCF does and does not mean?
  • Understand what constitutes fair treatment of your customers
  • Help ensure your own compliance for treating customers fairly
  • The six TCF outcomes
  • The implementation of TCF within your role and your firm
  • How to ensure a culture of fair treatment of customers within your firm

Who should register?
financial planners, financial advisors, para-planners, business owners

CPD information
1 CPD point on completion of course and successful pass of final assessment.
The course is accredited by IISA and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.