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Assessing customer needs – Home

Assessing Customer
Needs Pathway

A Learning Lab eLearning CPD Customer Service Pathway

This micro-course pathway focuses on assessing customer needs and supporting vulnerable customers. By completing  this pathway, you’ll expand your knowledge of your obligations and FCA requirements in relation to assessing customer needs.

Completion time: 15 mins
Format: eLearning module
CPD accredited: Yes

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Understand the background principles that affect home insurance policies with our Household Insurance Advanced micro-courses.

Assessing Customer Needs

Assessing Customer Needs

This module covers the FCA requirements and your obligations in assessing customer needs.
Start the course

Supporting Vulnerable Customers

Supporting Vulnerable Customers

This module explores the FCA requirements and your obligations for supporting Vulnerable Customers.
Start the course

Book Your 'GI Fit' Call

Don’t let 2026 catch you off guard — now’s the perfect time to get your General Insurance (GI) strategy in shape before January. Book a quick call with our GI experts, and we’ll make sure you’re GI-fit and ready to tackle 2026.

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