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Customer Service, KYC, CDD & CRM Training - CPD Certified

Ultimate 6 in 1 Course Bundle | Beginner to Intermediate level | 24/7 Tutor Support

One Education

Summary

Price
£41 inc VAT
Study method
Online
Duration
19 hours · Self-paced
Access to content
1 year
Qualification
No formal qualification
CPD
15 CPD hours / points
CPD What's this?
Certificates
  • Certification of completion - £9
  • Certification of completion - £15
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Stop juggling separate training! This comprehensive bundle equips you with exceptional customer service skills, in-depth KYC & CDD knowledge, and CRM mastery. Impress employers, boost your career, and become the ultimate customer service champion – all in one go!

What you'll get from this course:

  • In-depth training across key customer service areas.
  • Required skills to excel in phone-based interactions and fraud prevention.
  • Expert knowledge on KYC/CDD (Know Your Customer/Customer Due Diligence) regulations.
  • A recognised CPD certification to enhance your CV.

Certificates

Certification of completion

Digital certificate - £9

Upon successful completion of the assessment procedure, learners can obtain their certification by placing an order and remitting a fee of £9 for PDF Certificate.

Certification of completion

Hard copy certificate - £15

Upon successful completion of the assessment procedure, learners can obtain their certification by placing an order and remitting a fee of £15 for the Hardcopy Certificate within the UK ( An additional £10 postal charge will be applicable for international delivery).

CPD

15 CPD hours / points
Accredited by CPD Quality Standards

Description

Diploma in Customer Relationship Management (CRM):

Learn the fundamentals of CRM, explore best practices, and discover how to leverage CRM systems to build stronger client relationships, improve customer satisfaction, and drive business growth.

Sales: Psychology of Customers:

Uncover the secrets of customer behaviour and psychology. Gain insights into what motivates customers to buy, and develop effective communication strategies to convert leads into loyal clients.

Phone-Based Customer Service:

Master the art of phone-based interactions. Develop your communication skills, learn to handle challenging situations, and build rapport with customers over the phone.

Know Your Customer (KYC):

Understand the importance of KYC regulations and how they are implemented in various industries. Learn how to verify customer identities, manage risks, and ensure compliance.

Customer Service Fraud Officer:

Develop the skills and knowledge to detect and prevent customer service fraud. Learn about common fraud schemes, red flags to watch out for, and how to protect your organisation from financial losses.

Know the Selling Strategies that Boost Customer Acquisition:

Explore proven sales strategies that can help you attract new customers and grow your client base. This course will equip you with the tools to identify customer needs, craft compelling sales pitches, and close deals effectively.

Who is this course for?

  • Individuals with a passion for customer service who want to develop their skills.
  • Professionals looking to enhance their career prospects in customer service roles.
  • Sales representatives seeking to refine their communication and closing skills.
  • Business owners who want to improve their customer relationship management practices.
  • Anyone interested in learning about KYC/CDD regulations and customer service fraud prevention.

Requirements

This course bundle is designed for individuals with no prior experience or qualifications in customer service. However, a basic understanding of business principles and a strong desire to excel in client interaction would be beneficial.

Career path

By completing this comprehensive course bundle, you can open doors to a variety of exciting career paths in customer service, sales, and account management. Here are just a few possibilities:

  • Customer Service Representative
  • Account Manager
  • Sales Representative
  • Customer Success Specialist
  • Client Relationship Manager
  • Customer Service Team Leader
  • Fraud Analyst

Questions and answers

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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