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14 – Understanding and satisfying customer needs

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CeMAP1 14 – Understanding and satisfying customer needs
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Course Content

1 - Introducing the financial services industry
2 - Economic policy and financial regulation
3 - UK Taxation 1
4 - UK Taxation 2
5 - State benefits and HMRC tax credits
6 - Direct investments: cash and fixed‐interest securities
7 - Other direct investments
8 - Collective investments
9 - Tax wrappers
10 - Pension products
11 - Life assurance
12 - Health and general insurance
13 - Secured and unsecured lending
14 - Understanding and satisfying customer needs
15 - The main advice areas
16 - Key legal concepts
17 - The FCA’s aims and activities
18 - Regulating firms and individuals
19 - Prudential supervision
20 - Conduct of business requirements 1
21 - Conduct of business requirements 2
22 - Consumer credit
23 - Anti‐money‐laundering
24 - Other regulation affecting the advice process
25 - Consumer rights, complaints and compensation

Resources for this course

  • CeMAP Study Guide
  • Workbook
  • CeMAP 1 Slides 2020
  • UKFR Specimen Paper A 2019
  • UKFR Specimen Paper B 2019
  • UKFR Specimen Paper C 2019
  • LIBF Tax Table 2019-20

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