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Customer Service, KYC, CDD and CRM Fundamentals cover image

Customer Service, KYC, CDD and CRM Fundamentals
Course Line On Demand

100% Online | 2026 Updated | Cheapest Fees | No Hidden Fees | Free PDF Certificate | 24/7 Support

Summary

Price
£19.99 inc VAT
Study method
Online, On Demand 
Duration
4.2 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed Courses Certificate of Completion - Free
Assessment details
  • Final Exam (included in price)
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

The Customer Service, KYC, CDD and CRM Fundamentals course is designed for learners who want to develop a broad and practical understanding of customer-facing operations, service quality, and responsible customer information handling in modern organisations. Customer service sits at the centre of business performance, trust, and long-term customer relationships across sectors including finance, retail, telecoms, healthcare, and digital services.

This course introduces the foundations of customer service alongside key operational concepts such as Know Your Customer (KYC), Customer Due Diligence (CDD), and Customer Relationship Management (CRM). Learners explore how customer service principles connect with compliance awareness, data management, ethical practice, and customer retention strategies.

Customer service is examined not only as a communication skill, but as a structured business function supported by performance indicators, feedback systems, and service improvement methods. The course also introduces KYC and CDD at an awareness level, helping learners understand why organisations verify customer identity, assess risk, and follow documented procedures—without positioning learners as compliance decision-makers.

CRM systems are explored as tools that support customer service delivery, relationship management, and data-driven decision-making. Learners gain insight into how CRM platforms are used across industries to improve service consistency, retention, and customer satisfaction.

Rather than focusing on regulated compliance execution, this course develops informed understanding, operational awareness, and professional responsibility. It supports learners seeking entry-level or support roles where customer service, KYC awareness, CDD understanding, and CRM usage intersect.

Certificates

Assessment details

Final Exam

Included in course price

Curriculum

10
sections
34
lectures
4h 9m
total

Description

The Customer Service, KYC, CDD and CRM Fundamentals course consists of eight structured lectures followed by a final assessment, designed to build understanding progressively across customer service and customer management functions.

The course begins with an introduction to customer service, exploring the role of customer service within organisations, service strategies, and essential communication skills that support positive customer experiences.

Key performance indicators in customer service introduce how service quality is measured, monitored, and improved. Learners examine common customer service metrics and how data supports service performance improvement.

Know Your Customer (KYC) introduces the purpose and importance of customer identification and verification processes. Learners explore typical KYC documentation, compliance awareness, and best-practice principles at a non-regulatory, awareness level.

Customer Due Diligence (CDD) builds on KYC by introducing different levels of due diligence, basic risk assessment concepts, and documented procedures used by organisations to manage customer risk responsibly.

Customer Relationship Management (CRM) explores the purpose of CRM systems, CRM strategy implementation, commonly used tools and platforms, and responsible customer data management within service environments.

Customer retention and loyalty examine how organisations build long-term relationships through trust, communication, incentives, complaint handling, and feedback management.

Ethics and data protection in customer service introduce ethical service principles, data protection awareness, customer consent, and responsible data usage, including high-level GDPR awareness without legal interpretation.

Case studies and practical applications allow learners to explore real-world scenarios involving customer service excellence, KYC and CDD awareness, and CRM usage across different industries.

Assessment enables learners to demonstrate understanding of customer service principles, KYC and CDD awareness, CRM concepts, and ethical responsibility.

Certification
Upon successful completion of the Customer Service, KYC, CDD and CRM Fundamentals course, learners receive a free digital certificate from Reed confirming course completion. A provider-issued certificate is also available following verification, with optional premium certificates and academic transcripts available separately.

Who is this course for?

This Customer Service course is suitable for learners working in or preparing for customer-facing roles. It is ideal for customer service assistants, call centre staff, relationship support teams, operations staff, junior compliance support roles, or individuals seeking foundational knowledge of customer service, KYC, CDD, and CRM systems.

Requirements

No formal qualifications are required to enrol on this Customer Service course. Learners should have a basic standard of English, access to the internet, and a computer, tablet, or smartphone. Commitment to completing assessments is required to successfully finish the course.

Career path

This Customer Service course supports progression into customer service roles, customer support operations, CRM support positions, junior compliance support roles, or further study in business operations, service management, or customer experience.

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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Similar subjects: Customer service, KYC, Business, Retail
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