Vulnerable Customers - Training for those responsible for implementing Vulnerability Frameworks

Two-hour interactive online training session

 16 June 2025, 10:00 - 12:00 (UK)

This workshop is designed for team members who are responsible for implementing the vulnerable customer framework (i.e. strategy, policies, procedures etc.) within the business.

The workshop will provide essential skills and knowledge to identity and implement strategies to support your team to effectively respond to vulnerable customers, ensuring regulatory compliance and delivering positive outcomes.

Public course booking

Members: £149pp
Non-members: £199pp

To book this workshop 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:

Summary

 Dates: 16 June 2025

 Timings: 10:00-12:00 (UK)

 Duration: 2-hours

 No of attendees: 16-20

 Format: Online - Virtual delivery

 CPD: Recognised

 Trainer: Create Solutions Ltd

 Price: £149 Members/£199 Non Members

Workshop Overview

During this workshop, you will cover:

• The Regulatory backdrop and FCA expectations
• Vulnerability drivers/behaviours and your client base
• Your customer journey and supporting your customers at the different stages
• The firm’s strategy/policy and procedures
• The Governance, and oversight and responsibilities of the firm
• Relevant management information and reporting
• Delivering good outcomes for customers

What will I get by attending the workshop? 

This 2 x hour workshop will include:

• Masterclass on the 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

We will cover key insights, stats, case studies and good practice and provide helpful tools and resources to increase knowledge and understanding.

The session will provide essential skills and knowledge to identity and implement strategies to support your team to effectively respond to vulnerable customers.

Who should attend?

This workshop is designed for team members who are responsible for implementing the vulnerable customer framework (i.e. strategy, policies, procedures etc.) within the business.

Corporate Solutions

We are able to offer this workshop specifically for your company as a In-House / Corporate training session for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk 

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.