Supporting and Advising Vulnerable Clients Training

This training is for people providing budgeting guidance and/or debt for clients in vulnerable circumstances. The course aims to give tools to help identify vulnerable clients and ensure fair and quality support for all. For regulated debt advice providers, this course is designed to enable you to consider best practice in light of FCA Consumer Duty.

Description

This course covers the following topics:

  • Definition of  Vulnerability

  • Vulnerability Spectrum of Risk

  • Legislation relevant to Supporting Vulnerable Clients

  • FCA Treating Customers Fairly

  • Tools & Protocols

  • Referring Clients 

  • Looking after your own wellbeing

 

Prerequisites

There are no prerequisites for this course.  It is suitable for those already giving debt advice or money guidance.