Crypto assets are increasingly part of client conversations, whether advisers actively engage with them or encounter them through client-driven requests. While crypto does not change the principles of Treating Customers Fairly (TCF), it places those principles under greater pressure due to volatility, complexity, behavioral influence and limited avenues for recourse. 

This course explores how advisers and key individuals should apply TCF in crypto-related 
interactions, with a focus on judgement, fairness and defensibility rather than technical crypto knowledge. It examines how client understanding, expectations, disclosure, suitability and ongoing service should be assessed when crypto enters the picture, and how decisions may be scrutinized after losses occur. Throughout the course, the emphasis is on supporting fair client outcomes and demonstrating reasonable professional judgement in line with FAIS conduct expectations.