FINANCIAL VULNERABILITY TRAINING
Our practical CPD-accredited financial vulnerability training focuses on the identification of
vulnerable clients and and how to support them.
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
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
Documentation and alignment to procedures
DELIVERY OPTIONS AND PRICING
We offer the financial vulnerability training to either:
Companies - for up to 30 participants - on a date to suit your requirements @ £600 + VAT
Individuals - on pre-set dates. Please contact email@example.com for forthcoming open webinar dates @ £95 + VAT per person
20% discount available for Comentis App subscribers
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.
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.
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."
For more information or to discuss any specific training needs, please email firstname.lastname@example.org.