VULNERABLE CLIENTS

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
• Characteristics of Vulnerability
• Demonstrating to the FCA

Includes assessment exam

All who attend and pass the Financial Exam 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