CPD 24.06 Financial Sector Informal Resolution Mechanisms

All Classes of Business [2 Hours]

Financial Services Complaints Resolution is an essential guide for sales representatives in the financial sector, providing them with the critical knowledge and skills needed to effectively handle customer complaints and mitigate risks associated with financial products. This resource offers a deep dive into the best practices for resolving disputes, understanding the emotional and financial impacts of complaints on clients, and maintaining regulatory compliance. For sales professionals dealing with investments, insurance, banking, or any financial service, this guide is invaluable in fostering trust and credibility with clients. By equipping sales representatives with the ability to swiftly and empathetically address issues, it not only enhances client satisfaction but also minimizes the risk of escalation and potential legal repercussions, thereby safeguarding both the reputation and financial integrity of their institutions.