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Assessing customer needs

Assessing Customer Needs

A Learning Lab eLearning CPD Customer Service Module

As the first step in our Assessing Customer Needs pathway, this module covers the FCA requirements and your obligations under assessing customer needs, including suitability, demands and needs.

After completing this module, we recommend continuing your development by undertaking the second and final module in this pathway.

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

Module Content

By completing this module, you will understand:

– The FCA requirements for Assessing Customer Needs


– Your obligations under Assessing Customer Needs

The next module in this pathway:
Supporting Vulnerable Customers

This module is your final step towards completing our assessing customer needs pathway.