Helping Vulnerable People With Finance

Learn how to recognise vulnerable customers & people, respond with care and provide appropriate support that helps prevent harm and promotes fair outcomes.
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Price:
Duration:
30 minutes
Learning style:
Self-Paced Online
Assured by:
CPD
Resources Included:
eBook
About this course

This course explains vulnerability in financial services and your responsibilities when supporting customers who may need additional help.

You’ll learn how to recognise potential signs, handle sensitive disclosures, and communicate with care and confidence.

It also covers safeguarding, recording information responsibly, and signposting customers to appropriate support.

Download Course Overview
This course covers
  • Understanding vulnerability in financial services
  • Recognising signs and risk factors
  • Responding to customers with care and confidence
  • Handling sensitive disclosures appropriately
  • De-escalating challenging interactions
  • Safeguarding and signposting support
  • Recording information, consent and regulatory compliance
Course dates
We are currently accepting admissions for the following upcoming cohorts:
Make an enquiry
Self-led online courses include
Support for over 100 languages
Mobile-friendly design for playback on any device
Progress tracking and pass/fail tests
Automatic, remote updates to keep content fresh
Playback speed controls to speed up/slow down the video
Closed captions which can be turned on/off
Includes over 30 AI audio translations
eLearning pricing calculator
Get a quick cost estimate for our eLearning bundles and bespoke packages using our simple pricing calculator.

To learn more about our courses, or to request a tailored quote for your organisation, please contact us today and a member of our team will be happy to help.

Get in touch
Number of Users 50
Number of Courses 10
Cost Per User
£65.85
per user
Cost Per Course
£6.59
per course, per user
Total Cost
£3,292.50
excl. VAT
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Get in touch
Teaching 4 Business provides online courses and learning management systems to businesses across a range of industries.
+44 (0) 3700 800800 or (0) 1933 626150
hello@teaching4business.com
155 Wellingborough Road
Rushden
Northamptonshire
NN10 9TB
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