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How to use the Six Step Financial Planning Process to Treat Customers Fairly

COURSE

How to use the Six Step Financial Planning Process to Treat Customers Fairly

COURSE

Six step process with  TCF

Treating customers fairly is an annual training obligation for any financial services company in South Africa under the FAIS Act.


Today more than ever an unhappy customer can leave a company at the risk of penalties and with a real danger of loss of reputation.

This course is a must for any representative who provides advice or an intermediary service as it matcvhes best financial planning practice with the treating customer fairly outcomes   to ensure you have all the documents needed for an effective defense if your client every becomes unhappy with your service.

Contact Gail at 0832003547 or email at [email protected] for any training needs

Learning
Why you should use the six step process and Disclaimer

The six steps of financial planning

Imaginedocument
Presentation with visuals for the coursedocument
ISO standards
TCF and 6 step assessment 1quiz
Global Standards of excellence and a Financial Planning processdocument
Step one
Step Onedocument
TCF and establishing and defining the client-planner relationshipdocument
Step 2
Step 2 quizquiz
TCF for gathering client data and determining goals and expectations document
Gathering client data and determining goals and expectations document
Step 3
Step 3 quizquiz
TCF constraintsdocument
Step 3: document
Step 4
Step 4 quizquiz
TCF For Step 4document
Step Four:document
Step 6
Step 6 Quizquiz
TCF outcomes Affecting Step 6document
Step 6document