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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.

-Two modules of content
-15 minutes per segment
-CPD accredited
-Certificate to download on completion of each micro-course

Get Started

Understand your obligations in assessing customers' needs and supporting vulnerable customers with our Assessing Customer Needs 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

Module two

Supporting Vulnerable Customers

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