Workshop Booking Form

CCTA Workshop:
Vulnerable Customers in Financial Services

We are pleased to announce the launch of our new CCTA-certified Workshop.

This two-hour intensive online course covers many key aspects relevant to those who engage with vulnerable customers.

The course covers:

• preconceptions and misconceptions around vulnerability
• a deep-dive into characteristics of vulnerability and how they can interact to
• increase susceptibility to harm
• listening and questioning techniques incorporating empathy
• managing disclosure vs non-disclosure
• tailored forbearance and effective signposting
• the link to the Consumer Duty, culture and conduct
• certificate of completion.

Format: Online event- link emailed on receipt of payment

Suitability: This course is suitale for staff, team leaders and managers

Date: Thursday 12 June 2025

Time: 10am – 12pm

CPD: Post-course exercises make this a total of three CPD hours

Prices: CCTA members – £95 +VAT / Non-members – £195 +VAT

As a CCTA-certified course, learners are required to participate in discussions, tasks and complete post-course reflective exercises.

Registrations are now open via the booking form below. Book now as places are limited.