|
The popular Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, has been updated for 2024, with an emphasis on having better conversations and helping to avoid foreseeable harm.
Completed over 16,500 times, this training is specifically for financial advisers, paraplanners, administrators and all other financial advisory teams. On successful completion, you'll receive a 60 minute CPD certificate.
By completing this training, you understand:
- the characteristics of vulnerability and the importance of creating a safe disclosure environment especially where the signs may not be obvious
- where you can make changes in working practices to ensure clients receive the support and care that meets their needs, and
- how to ensure your clients, including those with the characteristics of vulnerability, receive consistently good outcomes in line with Consumer Duty.
|
