Outcomes quiz
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
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
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