Up to half of your clients could be vulnerable - how many can you identify?
Vulnerability is an issue coming under increasing scrutiny by the FCA, and this vulnerability training tool is the first training and development module for financial advisers specifically focussed on identifying and working with vulnerable clients and their families. It is an absolute must for all financial advisers, paraplanners, other professionals and all staff in financial advice firms who work with older and vulnerable clients and their families.
Provided by Just with content created by SOLLA, this free comprehensive interactive training module is tangible evidence of your understand of:
- the characteristics of vulnerability and the importance of creating a safe disclosure environment, especially when the signs may not be obvious
- Where you can make changes in working practices to ensure clients receive the extra support and care to meet their needs
- how to ensure your clients, including those with the characteristics of vulnerability receive consistently good outcomes, in line with Consumer Duty
The module takes approximately one hour to complete and, if you pass the test, you’ll gain the Certificate in Consumer Vulnerability in Later Life as evidence of your CPD and training.
Click here to access the training module
Certificate in Consumer Vulnerability in Later Life, which is obtained by passing the Consumer Vulnerabiltiy module, is recognised by the LiBF as Accredited CPD and is a great contribution to your LLAA CPD and SPS requirements.