For Life agents, CFP®/QAFP™ professionals, Advocis members, and CIRO advisors
This course takes a proactive position towards complaints. It highlights how presenting clear information about complaints and their management can strengthen customer confidence and assure them of fair treatment. Understand, Manage and Stop Complaints illustrates the background of complaints in the life insurance and financial advisory channels, how they can be avoided, and how they must be dealt with. On completion, the course-taker will:
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (General) |
| Institute Members: | 5 credits |
This course takes a proactive position towards complaints. It highlights how presenting clear information about complaints and their management can strengthen customer confidence and assure them of fair treatment. Understand, Manage and Stop Complaints illustrates the background of complaints in the life insurance and financial advisory channels, how they can be avoided, and how they must be dealt with. On completion, the course-taker will:
- Develop a superior understanding of psychological factors underlying complaints;
- Evaluate client behaviour and its contribution to complaints;
- Prepare the appropriate response to complaints.
Price charged to FA: $37.50 (You do not pay on this site.)
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