Trainings
Financial Consumer Protection Workshop
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Language: English
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Assessments: Yes
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Skill level: All levels
Interactive training
Modern training material
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english language
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Introduction This workshop aims to enhance clients’ ability to understand their rights and responsibilities, empowering them to make informed financial decisions, thereby contributing to greater financial inclusion and building trust in the financial system. Objectives: Introduce clients to their basic …
Description
Curriculum
Introduction
This workshop aims to enhance clients’ ability to understand their rights and responsibilities, empowering them to make informed financial decisions, thereby contributing to greater financial inclusion and building trust in the financial system.
Objectives:
- Introduce clients to their basic rights when dealing with financial institutions.
- Raise awareness about correct financial practices.
- Promote transparency and fairness in the relationship between clients and financial institutions.
Main Topics:
Client Rights in Financial Institutions:
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- Fair and equitable treatment.
- Disclosure and transparency of information.
- Protection of data confidentiality.
Workplace Ethics and Conduct:
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- The role of institutions in prioritizing the client’s interest.
- Mechanisms available to protect clients from fraud.
Complaint Handling:
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- How to file complaints through clear and fair mechanisms.
- The role of institutions in effectively resolving disputes.
Financial Education:
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- The importance of financial literacy in making sustainable financial decisions.
- Guiding clients to reliable sources of information.