Self-Study On-Demand


2 CPE

Effective Customer Service [2025-2026]

Self-Study On-Demand
2 CPE

Learning Objectives

Upon successful completion of this course, participants will be able to: Identify the characteristics of customer churn. Specify when a business is in the best position to impress its customers. Identify the goals associated with customer service. Recall who should be responsible for the customer service function. Identify the ways in which the initial user experience with a product can be improved. Recall why collecting customer data can improve the customer experience. Specify how managers can work within an environment where customer service personnel are being empowered to make their own decisions. Specify the advantages of team-based customer service. Recognize best practices for the development of customer service scripts.

Major Topics

Effective Customer Service The Cost of a Lost Customer Engage Employees Know the Product Collect Information About Customers Get Rid of the Revenue-First Mindset The Multi-Lingual Conundrum Customer Service Metrics

CPE Credits Available

2 CPE
2
General

Things to Know About This Course

Course Level

  • Overview

Intended Audience

CPA, CFP, and Financial Advisers

Provider

Western CPE

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