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Vulnerable Persons

Help employees to spot vulnerabilities

This course is available as part of the Compliance eLearning Suite in one great package.

Course Overview

COMING SOON

Your customer services staff are the first point of contact and in a position to identify customers who may be vulnerable and at a risk of being exposed to financial detriment. Training your staff is vital in helping to understand the significance of 'vulnerabilities' and the steps to take as per FCA guideline to safeguard vulnerable persons.

This eLearning course is aligned with FCA guidelines and shows financial sector employees how to spot signs of 'vulnerability' and best practice on how to act how to act.

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Vulnerable Persons

Course Duration: 35 minutes

Available in: 1 Language

  • English

Tagged in: FCA Compliance

Technical Requirements

Tailoring: You can tailor this course using the free Adapt Authoring Tool.

What to Expect

In this course, employees will learn:

  • What does 'vulnerability' look like and how can you help
  • What do you need to know when a customer discloses a vulnerability
  • How can you use information from third parties to help customers without breaking data protection law
  • Can you spot the signs that suggest a customer may be vulnerable or have limited mental capacity

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Vulnerable Persons

About

The FCA are concerned for the welfare of vulnerable customers. The FCA defines a vulnerable customer 'as someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when an organisation is not acting with appropriate levels of care'. The FCA requires organisations to consider taking steps to safeguard vulnerable customers and enabling customers services staff to identify and support those in vulnerable situations.

Astute LMS: Designed to empower your workforce

You can get this course on a fully hosted platform - Astute

Our customers love Astute's user-friendly design and the freedom to automate many admin fuctions.

Whether you're new to eLearning, or just in need of a fresh start, Astute can help your organisation create a powerful learning culture.

  • Advanced Reporting

    Advanced Reporting

    Astute creates a robust audit-trail for L&D managers, compliance managers and auditors, making it easy to measure results and track employee progress.

    Cloud Based

    Cloud Based

    Get up and running quickly with our secure cloud-based platform which allows learners access to eLearning content anytime, anywhere over the internet. Since we host Astute, there's no need to devote time or resources to installation and set-up - it's ready when you are.

    Automation

    Automation

    Astute streamlines many manual processes such as course enrolments, chase / trigger emails, and automated reporting through its advanced automation features. Take the administrative burden out of your training activities.

    Multilingual Capability

    Multilingual Capability

    Need Astute in multiple languages? No problem. We delivery multilingual programmes for many global organisations, and currently support more than 30 languages.

    Forms and Workflows

    Forms and Workflows

    Administrators can create forms for things like expenses claims, gift and hospitality registers, holiday requests, and much more. Approval and workflow rules can also be set for each form. Every-day reporting made easy!

  • Performance Management

    Performance Management

    Provide your users with personalised skills-assessments to help them reach their personal goals with individual learning plans and progress reports.

    Policy Manager

    Policy Manager

    Distribute learning materials and associated policies easily to your employees, and quickly track who has or hasn't completed the task at the click of a button.

    Brand-on-Demand Poster Library

    Brand-on-Demand Poster Library

    Support your learning initiatives offline through Astute's Brand-on-Demand poster campaigns. Choose from over 500 customisable templates to reinforce key compliance messages.

    Multi-Tenancy

    Multi-Tenancy

    Because one size doesn't fit all, Astute allows different departments, branches, or group-companies to segregate and brand their own log-in portals and customise permissions to suit their needs.

    Face-to-Face

    Face-to-Face

    Manage face to face courses, log external training as well as internal, create an audit trail of learners entire training history. Asynchronous learning. Virtual classrooms!

Guide Pricing

Subscribe to Compliance Essentials for a library of eLearning courses to meet your governance, risk management and compliance (GRC) training requirements. Subscription includes delivery through our Astute eLearning Platform, putting you in control of your compliance training programme all year round.

Estimate Your Cost

Change Currency:
£ 29 / per learner
per year
1+ User Licenses
11+ User Licenses
21+ User Licenses
51+ User Licenses
101+ User Licenses

For 150+ learners, please contact us for a quote.

Exchange rates are updated regularly but are only intended as a guide.

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+44 (0)1509 611 019

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