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Outcomes quiz

A detailed illustration depicting financial planning concepts, with elements like graphs, calculators, and people discussing over documents in a professional setting.

Outcomes Quiz

Test your knowledge on key concepts related to customer outcomes! This quiz will challenge your understanding and help reinforce important topics.

Be prepared to:

Identify features of financial plans
Learn correct signposting practices
Understand customer payment agreements

10 Questions2 MinutesCreated by EngagingExpert247

You can agree a match pay if the customer is paying less than 50% of the FAD

True

False

Select the Features of an FPA

Interest is 0%

Account will close after the plan

Minimum 1% or £5

The customer has to make a payment for the plan to start

If a customer is in a deficit we need to signpost

True

False

When do you complete a KFI

To agree a Match pay or PTP

When a customer cannot afford their contractual minimum payment

For fun

Payplan is the only DMA we can signpost to

True

False

Which influential behaviour do you use to find out more about the customers situation

Social influence

True

QAQA

Precise

What do you include in overlimit education

Estimated interest - Buffer

£12 Charge

Credit file education

APR%

We should note the account everytime we speak to a customer/third party about the customer or their account

True

False

We should check PBs on every outcome

True

False

What's the first thing you should complete on every call?

KFI

DPA

Recap

Questioning

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