Understanding of the rules and compliance processes surrounding the treatment of vulnerable clients in the commercial and regulatory financial services environment.
This Live Online programme is a 1 session course that consists of 1 live tutorial lasting 60 minutes .
This course will show IFAs how every customer is vulnerable, and how to navigate this while giving advice. Contains a multiple-choice knowledge test based on the course content.
Held online on 5th March at 9am until 10.30am including exam.
and 11th March at 9am until 10.30am including exam.
On completion all who pass the exam will be equipped to train other staff on vulnerable client work.