TCF Info - Treating Customers Fairly - Training Links

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Home Mortage Market Review TCF Info at a glance What is TCF? TCF Monitoring and Support TCF Principles Checklist Tips and Tools TCF Planning Objectives statement TCF Training Training plan Training logs Own branding Training and competence Training links Complaints What is a complaint? Complaints procedure Complaints procedure – consumer leaflet Complaints log sheets Written complaint acknowledgment letter Verbal complaint acknowledgment letter 4 week holding letter 8 week holding letter Complaint upheld final response letter Complaint not upheld final response letter Financial Promotion and TCF Advertising/financial promotion checklist Sales and Advice Clients concerned about their mortgages Non-advised mortgage sales tips Sales process tips TCF Customer statement Record keeping IDD and KFI checklist Fact Find checklist Product suitability checklist Disclosure timings and TCF Client contact and disclosure log After sales customer surveys MPPI and TCF MPPI eligibility questionnaire Demands and needs checklist - advised sales Demands and needs checklist - non-advised sales 'Need to know' customer statements Non-advised MPPI sales tips Demands and needs statement - non-advised sales Management Information (MI) Getting started MI checklist TCF MI – key principles Case study - using MI to monitor TCF complaints and cancellation data TCF Info MI Resources - quick links Case Studies Sole advisers and TCF Resource List News, Hot Topics and Events	TCF Training Training links To help you meet your firm’s TCF and complementary training needs you’ll find links below to: courses and training aides that specifically relate to TCF dates for upcoming roadshows covering TCF and principles-based regulation Training and Competency courses a range of e-learning courses from the CML related training aides which support the TCF principle (Please note that by providing a link TCF Info is not recommending any particular course.) TCF training courses and roadshows Training from the FSA - courses and registration (opens new window) TCF training aides Download Small Firms’ TCF Self Assessment Tool kit (PDF document, 76K) TCF key risks, indicators and questions for Small Businesses (FSA training aide) (PDF document, 358K) Training and competence courses Search for a T&C course on the Institute of Financial Services website (opens new window) CML e-learning pages Council of Mortgage Lenders: e-learning courses (opens new window) Related links Data Protection – information from the Information Commissioner's Office (opens new window)	TCF Blog FSA release new MMR paper - what does it mean for you? View here MMR Hot Topics FSA releases MMR Consutation Paper - read key points Send to colleague Send a link to this page to a colleague Print Print this screen
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