Banking ethics

This course is in Swedish
1 950 kr ex. VAT
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Web based training

In this course, you will learn what requirements are set for you as a bank employee and how to handle some of the most common conflicts of interest that you may encounter.

The goal of this course is to help you understand how important your role is: to maintain the market’s confidence in financial advisory with the best interests of the client in focus.

It takes about 35 minutes to complete the course. Once you are done you can print a certificate.

Who is this for?

The course is for people who work with financial advice.

Course content

Working in a bank

  • Expectations and obligations
  • What the customer can expect
  • Laws and regulations

Customer relations

  • Know your customer
  • Privacy and confidentiality
  • Bad customer relations
  • Own and related party interests

Financial advice

  • What is counselling?
  • Good advice practice
  • Suitability assessment
  • Asking good questions
  • Does the product suit the customer?
  • Sales and advice
  • Own products compared to independent advice
  • Documentation
Reservation policy

Confirmation of the registration is sent out via e-mail. Look into the spam folder if you can’t find it. If you don’t receive any confirmation, please contact us at Registration for distance courses is binding and cannot be cancelled. Registration for teacher-led classes is binding, but not personal, and can be transferred to another person within the same company. In case of rebooking or cancellation later than four weeks before the start of the course, 50 per cent of the course fee will be charged. If you rebook or cancel later than two weeks before the start of the course, the entire course fee will be charged. The cost for sent material is always charged. Invoicing takes place upon notification with payment terms 30 days. The course is available for 12 months from the notification. In case of illness with lecturers for teacher-led classes, we reserve the right to move one or more course days to another occasion. We are happy to welcome you as a course participant with us at Contento!