Vulnerability Training
Hi all,
Just wondering whether anyone can recommend some good resources we can use in the office to help with training on identifying vulnerable customers/general vulnerability training?
Any resources would be appreciated, thanks!
Comments
CISI Professional Assessment - https://test.cisi.org/cisiweb2/cisi-website/why-choose-a-CISI-qualification/professional-assessments/vulnerablecustomers
JUST / SOLLA - https://consumervulnerability.e-learningportal.com/
Steven McBurnie, CFP
Paraplanner at Wright, Johnston & Mackenzie LLP
https://www.linkedin.com/in/stevenmcburnie
Hi ya - Just do some great stuff on this, webinars, info sheets and all sorts, https://www.justadviser.com/retirement-principles/customer-vulnerability/
I found it really helpful