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Knowing the boundaries of your role

About this part of your money guidance

You need to be clear on all the ways you can help your customers when having money conversations with them. But you want to avoid giving financial advice, as this is a regulated activity provided by qualified experts. Your organisation may have rules on this too.

Choose the statement that best describes how confident you are about giving safe, effective guidance

You must select an option below that best describes your attitude when providing guidance to customers.