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Services — Training — Claims Management Training

Claims Management training.

Get in touch
Under FCA supervision, Claims Management Companies (CMCs) are required to meet high standards of conduct, transparency, and customer care.

Central to this is adherence to the FCA’s Conduct of Business rules (CMCOB), which set clear expectations around how claims are marketed, how customers are advised, and how claims are handled. Regular compliance training ensures that staff fully understand these requirements and are equipped to apply them consistently.

Course overview
Choose from a range of flexible and accessible financial crime training courses, all delivered through our dedicated compliance Learning Management System (LMS).

Easily track progress, monitor assessment results and automate reminders, ensuring clear compliance and measurable outcomes for your organisation.

Course structure
Claims Management: Conduct of Business Sourcebook
Duration: 75 mins

The course will provide an overview of the FCA Handbook Claims
Management Conduct of Business Sourcebook (CMCOB) and
consists of 6 modules and 1 assessment:

  • General Principles
  • Financial Promotions
  • Pre-contractual requirements
  • Post-contractual requirements
  • Prudential requirements and Professional Indemnity Insurance
  • Client Assets (CASS) Requirements
Our experts
Get in touch
Ben Antcliffe
Ben Antcliffe
Head of Client Delivery
Kieron Maddison
Kieron Maddison
Head of RegTech Development
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