Vulnerable Customers and Finance


No. of mini-lessons4


Duration 10'

No. of mini-lessons 4

Resources Workbook

Course overview

When a consumer is in vulnerable circumstances, it can compromise their ability to make wise and informed financial decisions.  Businesses need to be conscious of this, especially those businesses which provide financial products or services. They need to ensure that customers are not excluded by way of accessibility or disadvantage, and they also need to ensure that vulnerable customers are treated fairly.

If you make the effort to understand the needs of all your customers, you can empower even the most vulnerable to represent their own interests, and protect them from potential harm.

What's covered

Different types of vulnerable customers

The importance of protecting vulnerable customers

How to devise and implement a strategy for protecting vulnerable customers

Why your teams need this course

This course will help team leaders, managers, and business owners to examine their policy – or develop a new policy – for dealing with vulnerable customers. This should include training staff to recognize and respond to a range of characteristics of vulnerability. As a result, they’ll take vulnerable consumers into account at all stages of product and service design.

CPD Member

Accredited by CPD

TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.

The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.