Best Practices for Resolving Customer Complaints

Overview

This course covers best practices for resolving customer complaints, focusing on regulatory obligations, recordkeeping, and reporting. It discusses the life cycle of a complaint, from initial filing to arbitration or investigation, and reviews FINRA findings and disciplinary actions for non-compliance.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • have a solid familiarity with and understanding of what constitutes a customer complaint
  • understand how to handle customer complaints regarding options
  • understand how to handle municipal bond customer complaints
  • have a solid understanding of how a complaint can affect your employment prospects
  • have a solid understanding of how Forms U4 and U5 feed into BrokerCheck

Designed For:

Registered representatives 




Course Information

Adding additional credit may change exam requirements.