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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.
Completion time: 15 mins
Format: eLearning module
CPD accredited: Yes
By completing this module, you will understand:
– The FCA requirements for Assessing Customer Needs
– Your obligations under Assessing Customer Needs
There’s one more module to complete in this pathway. Be sure to finish both to expand your knowledge.