CPD Courses

Vulnerability

Online Course Verve Holdings

About the CPD course

This course will break down FCA guidance and the factors to consider for implementing vulnerable client procedures in your firm. You will learn about vulnerable clients; how to identify them; and how to ensure you treat them fairly.

CPD Provider

Verve Holdings

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Verve Holdings

Verve Holdings

Internally, we want to provide financial planners, of all shapes and sizes, with the best support services around. We want to empower and enable them to focus on providing the ultimate service to their clients; while we take care of the rest. We want to keep pushing financial services forward, helping develop it into a profession, understood and acknowledged by other professional services. And we want to do it all with a smile on our faces. Externally, we want to shout about how brilliant a career in finance is! It is such an under-represented career, and we are passionate about highlighting the many amazing paths and options that are available in financial services, to encourage people from all walks of life to choose finance as their future.

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