3 CPD Points – Evidence of Treating Customers Fairly

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Course summary

Evidencing treating customers fairly is an on-line intermediate level workshop considering what is expected from product suppliers, financial services providers and intermediaries in terms of the six fairness outcomes outlined under the treating customers fairly regulatory initiative as well as on how to measure and evidence adherence to these outcomes.

Time allotted for course

The course consists of 10 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Assessment and certification

After completion of the workshop the learner must complete an electronic assessment on the learning management system.
• Form of assessment: Multiple Choice Questions
• Number of questions: 20 questions
• Duration: 1 hour
• Competency mark: 60%
Upon obtaining a competency mark of 70% the learning will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.

Course accreditation

CPD Category: Online program
COB Category: All Classes of Business
Financial planning component: Ethics and Practice Standards Management
Advice component: Ethics, Standards and compliance
Accreditation valid until: April 2021
CPD Hours | Points allocated: 5.5 hours | 5 points
Professional Body Approval: Institute of Bankers in South Africa (IOBSA)
IOBSA Approval Number: 2020027