Description

This course provides a concise overview of the FCA’s Consumer Duty, including its aims, requirements, and expectations for firms in ensuring fair treatment of customers. Designed for Appointed Representatives or anyone seeking a refresher, it introduces key concepts and practical guidance to help you understand how the Consumer Duty impacts your role.

The course is structured in bite-sized sections, allowing you to take breaks as needed, and includes a short quiz to reinforce learning. For a more in-depth exploration, you can also take our full course, “The FCA Consumer Duty.”

By the end of this course, you will have a clear understanding of the principles and practices underpinning the Consumer Duty, enabling you to apply them in your everyday work.

Objectives

By the end of this course you will be able to:
Explain the context and regulatory changes leading to the introduction of the Consumer Duty.
Understand the importance of culture and purpose in embedding fair customer outcomes.
Describe the cross-cutting rules and their application across the firm.
Identify the four key outcomes expected by the FCA.
Recognise the role of management information and board reporting in monitoring compliance.
Apply their knowledge to assess organisational practices and identify areas for improvement.

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

Coversure

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

No request was ever too much, and they made a genuine effort to involve my colleague and myself at every stage of the process."

GHG Solutions

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

CCTA

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

The quality of material and content is excellent, and the delivery of the training by Matt is the best I have ever seen in a training environment."

Protect Commercial

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

Crawford & Company

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

Matt also did a follow up meeting with the team which allowed us to ask any questions on things that may not have gone as expected and, from that, we managed to improve yet again."

Kentro Capital Limited

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

The trainer (Bernie) always gets very good reviews and I still remember her training years after attending.”

Clarion

"Zing365 demonstrated a strong understanding of how learning content needs to function within corporate systems."

Howden Insurance Brokers

"Each module working exactly as expected on the first attempt."

Jensten Insurance Brokers

"They enabled us to integrate their content seamlessly into our learning tools and even helped by adding the JavaScript required for our completion-tracking."

AXA Ignition NBS

FCA Consumer Duty (An Overview for ARs)

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Description

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

"Zing365 demonstrated a strong understanding of how learning content needs to function within corporate systems."

"Each module working exactly as expected on the first attempt."

"They enabled us to integrate their content seamlessly into our learning tools and even helped by adding the JavaScript required for our completion-tracking."

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