Vulnerable Customer Management
You will gain insight into the definition of vulnerable clients and how your company can better cater to this groupโs needs, preferences, and personalities.
- 2 CPD Units
- 2 Hours
- All Levels
For some years, the UK financial regulators have been placing expectations on firms to treat their customers fairly and with plenty of care. This includes vulnerable clients, or those defined by the FCA as individuals โwho, due to their personal circumstances, [are] especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.โ Throughout this course, you will gain insight into the definition of vulnerable clients and how your company can better cater to this groupโs needs, preferences, and personalities.
More specifically, by the end of this course, you will be able to:
More specifically, by the end of this course, you will be able to:
- Know how vulnerable customer management started.
- Understand what vulnerability means.
- Recognise traits of vulnerability.
- Demonstrate an awareness of the 4 key pillars of vulnerability and how the UK financial regulators think you can help manage vulnerable customers in your organisation.
Training Duration
This course may take up to 2 hours to be completed. However, actual study time differs as each learner uses their own training pace.
Training Method
The course is offered fully online using a self-paced approach. The learning units consist of reading material. Learners may start, stop and resume their training at any time.
At the end of each session, participants take a Quiz to complete their learning unit and earn a Certificate of Completion upon completion of all units.
Registration and Access
To register to this course, click on the โAdd to Cartโ button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment.
If you wish to receive an invoice instead of paying online, please contact us atย info@eimf.eu. Access to the course is valid for 180 days.
This programme has been developed by theย London Governance and Compliance Academy (LGCA), a UK-recognised training institution.
The syllabus is verified by external subject matter experts and can be accredited by regulators and other bodies forย 2 CPD Unitsย that approve educationย in financial regulation, such as the FCA. The course may be also approved for CPD Units by institutions which approve general financial training, such as the CISI.
Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
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High-quality content and very enjoyable learning experience. At EIMF courses are delivered in a very informative and engaging way and are beneficial for anyone who works within the financial services, accounting and compliance sectors.
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