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Materials

Overview

Evidencing treating customers fairly is an online 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.

Course accreditation

CPD Category: Online program

COB Category: All Classes of Business

Financial Planning Component: Ethics & Practice Standards Management

Advice Component: Ethics, Standards & Compliance

Accreditation valid until: 1 August 2022 to 31 July 2023

CPD Hours Allocated: 9.0 hours for successful completion and pass of online assessment

FPI Approval Number: EVT-20220730-0009