LGCA | Build Skills with Online Courses and Certificates by Industry Experts
Vulnerable Customer Management – 2023
This includes vulnerable clients, or those defined by the FCA as individuals “who, due to their personal circumstances, [are] especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.”
- 2 CPD Units
- 2 hours
- All levels
Course Overview
Accreditation & CPD Recognition
Course Overview
For some years, the UK financial regulators have been placing expectations on firms to treat their customers fairly and with plenty of care.
This includes vulnerable clients, or those defined by the FCA as individuals “who, due to their personal circumstances, [are] especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.”
Throughout this course, you will gain insight into the definition of vulnerable clients and how your company can better cater to this group’s needs, preferences, and personalities.
More specifically, by the end of this course, you will be able to:
- Know how vulnerable customer management started.
- Understand what vulnerability means.
- Recognise traits of vulnerability.
- Demonstrate an awareness of the 4 key pillars of vulnerability and how the UK financial regulators think you can help manage vulnerable customers in your organisation.
Training Duration
This course may take up to 2 hours to be completed. However, actual study time differs as each learner uses their own training pace.
Training Method
The course is offered fully online using a self-paced approach. The learning units consist of reading material. Learners may start, stop and resume their training at any time.
At the end of each session, participants take a Quiz to complete their learning unit and earn a Certificate of Completion upon completion of all units.
Registration and Access
To register to this course, click on the Get this course button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment.
If you wish to receive an invoice instead of paying online, please contact us at info@lgca.uk.
Accreditation & CPD Recognition
This programme has been developed by the London Governance and Compliance Academy (LGCA), a UK-recognised training institution.
What People Say About LGCA
AGRC’s certificate in compliance helped me advance my career in the field of compliance by teaching me the ins and outs of the sector, the challenges I may face in the future, and the skills I need to overcome them and
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help my company remain compliant in a
heavily regulated world.
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Compliance has been trending lately and AGRC’s certificate caters to this growing need for compliance officers or at least experts in the sector. The course materials were insightful, comprehensive and clear, relying heavily on
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case studies that show theory working in practice and helping us understand the true value of compliance and its concepts in action in
the business world. Don’t miss out on what’s a wonderful course!
This course and certification are exceptional when it comes to introducing you to compliance and its importance in today’s financial world. Self-paced, online and very engaging material. Top notch.
AGRC's self-paced, online course on compliance is ideal for professionals who want to pick up new information on the AGRC world and contribute to building a solid corporate culture for their workplace. In this day and age, being ethical is the name of the game and this certificate allows you to grow in that direction.
Insightful, practical and complete courses on compliance, AML and KYC/CDD. Five out of five stars. I strongly recommend the AGRC courses to anyone who wants to join the financial services sector or he is already following a relevant career path. Practical and easy to understand,
including video material and study handouts. Online exams are
also a great addition to the whole package.
including video material and study handouts. Online exams are
also a great addition to the whole package.
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