Vulnerable Customers - Training for Customer Facing Staff

Empowering Customer-Facing Teams to Support Vulnerable Customers with Confidence and Care

This online interactive training programme is designed to equip customer-facing staff with the knowledge and skills needed to effectively support vulnerable customers.

There are 6 x workshops included within the Programme, covering key areas such as understanding vulnerability, managing sensitive disclosures, and delivering positive outcomes in line with regulatory expectations.

You can choose to book the full Training Programme or an individual workshop, suited to your needs. Details found below.

Public course booking

Full Programme (6 x 2-hour sessions): Members £749 / Non-members £999

Individual Workshop: Members £149 / Non-members £199

To book this training for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Workshop Dates

New dates coming soon

1. Understanding customer vulnerability 
2. Managing disclosure of Bereavement and terminal illness  
3. Managing disclosure of self- harm/suicide
4. Delivering good outcomes to Vulnerable Customers 
5. Drivers of vulnerability and how we can support customers 
6. Supporting neurodiverse customers 

Summary

Dates: New dates coming soon

Timings: 13:00-15:00 PM (UK)

 Duration: 6 x 2-hour sessions

 No of attendees: Up to 14

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Create Solutions Ltd

Price: Two options

• Full Programme (6 x Workshops) - Members £749 / Non-members £999
• Individual Workshop - Members £149 / Non-members £199

Programme Overview

This training programme provides 6 x 2-hour workshops, delivered between 13:00-15:00 (UK).

Each session can be purchased individually or altogether as part of the full training programme:

• Session 1: Understanding customer vulnerability

• • Why it is important to identifying Vulnerability
  • Responding and supporting Vulnerable customers
  • Recording Vulnerability 

• Session 2:  Managing disclosure of Bereavement and terminal illness 

• Session 3:  Managing disclosure of self- harm/suicide 

What will I achieve by attending the training? 

Each 2 x hour session will include:

• Masterclass on each topic, including delivering good customer outcomes as per the FCA’s Consumer Duty
• Break-out and group discussions / activities, Q&A opportunity, handout to take away

Who should attend?

This comprehensive training programme is designed for customer-facing staff who interact directly with clients, especially those in vulnerable situations. It is ideal for professionals in roles such as customer service, sales, support teams, and relationship management.

The training provides essential skills and knowledge to identify, support, and effectively respond to vulnerable customers, ensuring regulatory compliance and delivering positive outcomes.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.