Contact Notes

The "Contact Notes" training course explains the importance and correct procedures for documenting customer interactions in writing. You will learn why complete and accurate contact notes are essential from both a regulatory and business perspective.

Using practical examples and clear guidelines, you will learn what information must be included in contact notes and how they can be created efficiently. The aim is to strengthen your competence in creating professional contact notes and to ensure that you meet the requirements of regulatory and supervisory authorities. The training concludes with a final test to ensure that you have internalised the content and can apply it in practice. Upon successful completion, you will receive a certificate as proof of your knowledge and skills.

• Language: English
• Duration: approx. 100 minutes
• Validity: 90 days from purchase