Consumer Duty Board Report – Guidance and Template
The FCA requires all firms to produce a Consumer Duty annual report signed off and attested by the governing body or board. This is a rule. We have tried to make this guidance as simple as possible and Straight to the Point.
27th June 2025 | 11:30 - 12:45
Get Your Ducks in a Row for your next CD Board Report – Consumer Duty Unplugged
We’re diving deep into the FCA Consumer Duty Outcomes, focusing on Consumer Support and Consumer Understanding. Come and be updated, share good practice, discuss challenges... find solutions!
10th July 2025 | 10:00 - 11:00
Kiss the Frog? Eat the Frog?… Intrigued?
As financial professionals we are often faced with metaphorical frogs. Join this wellbeing session to build resilience, grow relationships and drive innovation.
22nd October 2025 | 09:00 - 12:00
All you need know about Insurance
This is an ideal foundation course for anyone who is new to insurance, as part of their induction or for those who haven’t had any formal training in this area, or as a refresher.
Guide to Outcome Testing under The Consumer Duty
This guide aims to provide an explanation of outcome testing, along with a practical framework for conducting effective outcome testing. We have tried to make this guidance as simple as possible and Straight to the Point.
Customer Journey Mapping Guide
This guide aims to provide information for firms to map their customer journey. We have tried to make this guidance as simple as possible and Straight to the Point.
