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Training Services

FINANCIAL VULNERABILITY TRAINING

Our practical CPD-accredited financial vulnerability training focuses on the identification of

vulnerable clients and and how to support them.​​

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  • Suitable for all Financial Services customer and client facing staff

  • Covers an introduction to financial vulnerability; why it is so important to identify; how to approach a client and ask those difficult questions; and how to support vulnerable clients with necessary actions

  • Includes the documentation process and alignment to internal processes and procedures

  • Engaging 1.5 hours training, supplied via live webinar with Q&A, for companies (up to 30 registrants) or to individuals at one of our group training sessions.

THE TRAINING MATERIAL

  • Understanding financial vulnerability

  • Cognitive bias

  • How to support your vulnerable customers

  • How to have difficult conversations ​and ask those awkward questions

  • How to create a safe space

  • User cases: bereavement/cognitive decline

  • What next?

  • Documentation and alignment to procedures

DELIVERY OPTIONS AND PRICING

We offer the financial vulnerability training to either:

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  • Companies - for up to 30 participants - on a date to suit your requirements @ £600 + VAT​

  • Individuals - on pre-set dates. Please contact training@comentis.co.uk for forthcoming open webinar dates @ £95 + VAT per person 

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20% discount available for Comentis App subscribers

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YOUR TRAINER

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Tim Farmer

Our financial vulnerability training is run by industry leading expert, Tim Farmer, our Clinical Director, who is the go-to trainer for bodies such as the LIBF, APCC and TISA. Tim is also a subject matter expert for the Vulnerability Taskforce.

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Tim is a clinical expert with over 25 years' experience of working with reduced capacity, cognition and mental health. He is also a multi award wining author and expert witness specialising in the assessment of mental capacity and financial vulnerability.

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CASE STUDY

We have delivered a series of webinars for Ascot Lloyd, looking at both the basics of financial vulnerability and the practicalities of how to support clients in vulnerable circumstances.

 

Our clinical and regulatory knowledge enabled their advisers to build on their existing knowledge and by using case studies around bereavement and dementia, we were able to bring this sensitive area to life and highlight how this fitted into their current internal documentation processes.

 

With over 300 attendees, the training was warmly received;

 

"I found both sessions to be excellent. I was able to compare my current practices with my clients to the areas and situations being described in the webinar, and this both highlighted where my approach in this area is good and where I needed to improve. The training has given me even more confidence for discussions with potentially vulnerable clients."

R Smith

For more information or to discuss any specific training needs, please email training@comentis.co.uk. 

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