VULNERABLE CLIENTS

VULNERABLE CLIENTS

Understanding the requirements of firms for Vulnerable Clients

By Kirsty Turner, CEO

Date and time

Fri, 16 May 2025 02:00 - 03:00 PDT

Location

Online

Refund Policy

Refunds up to 7 days before event

About this event

  • Event lasts 1 hour

VULNERABLE CLIENTS AND THE CONSUMER DUTY

60 minutes, live and interactive

An interactive online ZOOM course on vulnerable clients.

Taken by Colin Higgin-Botham


  • Your responsibilities and duties
  • Understand the FCA’s focus on Consumer Duty
  • How to identify and record vulnerability
  • Demonstrating to the FCA

Includes assessment exam

All who attend and pass will be certified as accredited by IFAC in this subject as required by FCA.

Ideal training for IFAs and mortgage brokers, and all support staff

Free to attend for IFAC members

Tickets

Tags

Organised by

Kirsty Turner, CEO

Former Head of Compliance at IFAC Ltd and CEO of T&C

See all staff CV's here https://ifac.eu/pages/about.php