• The Source, Global Reach, Cardiff, CF11 0SN
  • Support 02920 265265

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

Get Started

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

Supporting Vulnerable Customers

Supporting Vulnerable Customers

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