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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services

Financial Services Conduct and Customer Fairness

Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview

Conduct regulation asks whether customers were treated fairly, not merely whether rules were followed. This course covers what fair treatment requires across product design, sales, servicing and complaints.

What you will be able to do
  • Explain what conduct regulation expects of a firm
  • Design and review products against customer need
  • Ensure sales processes deliver suitable outcomes
  • Identify and support vulnerable customers
  • Handle complaints as a source of conduct evidence
  • Report conduct performance to governance forums
Who should attend
  • Compliance and conduct risk staff
  • Product and proposition managers
  • Sales and distribution leaders
  • Complaints and customer experience managers
Course outline
01
What conduct regulation actually requires
02
Product design, target market and value assessment
03
Sales process, suitability and advice standards
04
Vulnerable customers and how to identify them
05
Servicing, communications and ongoing fairness
06
Complaints as conduct evidence and root cause analysis
07
Conduct metrics, reporting and governance oversight
Upcoming public sessions
DatesVenueDurationFee per delegate
2 to 4 Nov 2026Johannesburg3 DaysR13,000
17 to 19 Nov 2026London3 DaysUS$1,500
8 to 10 Dec 2026Dubai3 DaysUS$1,500
11 to 13 Jan 2027Pretoria3 DaysR13,000
8 to 10 Feb 2027Durban3 DaysR13,000
12 to 14 Apr 2027Cape Town3 DaysR13,000
29 Jun to 1 Jul 2027Johannesburg3 DaysR13,000
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za