Understanding Demands and Needs – 7th May 2021

booster

 

Create Solutions are pleased to offer this 1 hour Booster session on the topic of Demands and Needs. As a compliance consultancy firm, we often come across a lack of understanding at many levels on what are Demands and Needs, and what they should contain.

If you are dealing with Commercial or Retail business, Advised or Non-Advised sales, or selling online, the customers’ Demands and Needs must be correctly identified and documented.

Your staff must also understand why this is important and the consequences of getting it wrong.

At the end of this session, delegates will:

  • Understand the regulatory background to where the concept of Demands & Needs came from
  • Build upon existing knowledge of both Non-Advised and Advised Sales, in particular the different types of information that can form a Demands & Needs Statement
  • Gain an insight in the typical issues that Intermediaries face and the types of mistakes that lead to poor outcomes

The content will be:

  • Regulatory Context & Origins
  • Purpose of Demands & Needs
  • Where & How
  • Non-Advised Sales/Advised Sales
  • Common Problems
  • The consequences of getting it wrong

Date: 7th May 2021  

Time: 2-3pm

Cost: Just £69 plus vat per person

Delivery: Via Zoom

Who should attend: This is ideal for those in a sales or customer service role, senior managers, team leaders and those with a risk, compliance, monitoring or audit role.

Delegates will receive a certificate of attendance.

To book contact: email Deborah@createsolutions.co.uk or phone 0161 870 6637

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