Designed to help financial service providers navigate upcoming regulatory shifts, this course unpacks the current status, purpose, and institutional impacts of the Conduct of Financial Institutions (COFI) Bill.
 
Learners will explore the transition from a fragmented, rules-based compliance framework to a principles- and outcomes-focused approach, emphasizing the ongoing importance of Treating Customers Fairly (TCF) from marketing through to complaints handling. Additionally, the course guides FSP leadership in assessing their organization's current COFI readiness, helping them distinguish between practical governance, culture, and transformation steps to implement now versus structural changes that should await the final legislation.
 
This course will be available for completion from 27 July 2026 to 26 July 2027.
 
This course value is 2 CPD points