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COURSES IN ENGLISH → Client Protection Pathway

1/ GET STARTED on CLIENT PROTECTION (CP101)


Description
An introductory course on Client Protection (CP), to get to know Cerise+SPTF standards and tools, or update your knowledge.

For whom?
For anyone interested in client protection: financial service providers, investors, TA providers, NGOs, FDIs, networks, central banks, consultants, students, professors, researcher, etc.; whatever your knowledge or experience of CP is.

Estimated time to complete: 3 hours
Prerequisite: None
Price: Free

What you will learn:
• Understand what client protection is, and why it matters;
• Discover the Client Protection Standards and Client Protection Pathway;
• Explore SPI Online assessment tools, functionalities, and key resources;
• Learn how to use these standards, tools, and resources to improve your practices and get a CP Certification.

How it works:
• This eCourse is fully asynchronous, self-paced, available anytime.
• It offers many great online resources: videos, interactive presentations, tutorials, and quiz.
• There is no training certificate delivered for this course. But completing it will allow you to move to the next level.

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Prerequisite: None

Content
  • E-learning tutorial
  • 1. WELCOME TO THE COURSE!
  • 1.1. Welcome
  • 1.2. Who we are
  • 1.3. Course content
  • 2. LEARN ABOUT CLIENT PROTECTION
  • 2.0. Introduction
  • 2.1. What is client protection
  • 2.2. Why client protection matters
  • 2.3. Test your knowledge!
  • 3. LEARN ABOUT THE CLIENT PROTECTION STANDARDS
  • 3.0. Introduction
  • 3.1. The Client Protection Standards - Origin and purpose
  • 3.2. The Client Protection Standards - Key standards
  • 3.3. The Client Protection Standards - Structure
  • 3.4. The Client Protection Pathway
  • 3.5. Test your knowledge!
  • 4. ASSESS YOUR PERFORMANCE
  • 4.0. Introduction
  • 4.1. Why assess
  • 4.2. SPI Online - Assessment tools
  • 4.3. SPI Online - Functionalities and advantages
  • 4.4. How to assess?
  • 4.5. Test your knowledge!
  • 5. IMPROVE YOUR PRACTICES
  • 5.0. Introduction
  • 5.1. Reading results
  • 5.2. Using results
  • 5.3. SPI Online - Resource Center
  • 5.4. Test your knowledge!
  • 6. DEMONSTRATE YOUR ACHIEVEMENTS
  • 6.0. Introduction
  • 6.1. Certification methodology
  • 6.2. Test your knowledge!
  • 7. WHAT'S NEXT FOR YOU?
  • 7.0. Introduction
  • 7.1. Wrap up
  • 7.2. Next steps
  • 7.3. Feedback form
Completion rules
  • All units must be completed
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