IFSO Scheme - Credit Workshop

An interactive half-day workshop with case studies on complaint issues

Four Points by Sheraton, 396 Queen Street, Auckland, 21 March 2023

Thank you to Credit Participant attendees

Thank you to all attendees to our interactive half-day credit workshop. I hope the sessions and case studies on complaint issues in lending were helpful to your teams.

Please find the link to the PDF of the slides below.

Regards,

Karen Stevens, Insurance & Financial Services Ombudsman

Credit Workshop - Session Slides

Data, insights and trends in credit complaints to the IFSO Scheme - by Karen Stevens, Insurance & Financial Services Ombudsman

How to deal with clients in vulnerable circumstances, considering CCCFA obligations in respect of borrowers and guarantors - Virginia Douglas, Principal Consultant, Mosaic

Workshop CPD

Continuing Professional Development (CPD) of up to 2.0 structured* hours are available for workshop attendees. A CPD certificate verifying your attendance and engagement will be send to attendees upon email application to Sandi@ifso.nz.

[*The IFSO Scheme assessment of CPD is aligned with definitions adopted by NZ and international professional bodies, that is; structured CPD is learning delivered by experts in their field, relevant to your role, or intended role, in financial services, and a learning objective in your annual Professional Development Plan.]