08h30 to 16h00
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.
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The REready! Pack is designed to be used to prep for RE1 or RE5 or both.
The content for RE1 and RE5 overlaps as both exams test your practical knowledge of the FAIS Act and FICA.
The class is not a facilitator that is going to read the law out of a book for you.
Anna Bouhail contextualizes the content and creates an understanding of basic concepts related to law, the industry, and competency exams.
The class is structured to also instill compliance skills allowing the learner to answer practical questions.