Communicating with Vulnerable Customers

  • 9 June 2021
  • CPD Event
Event details

This is a joint event with the Edinburgh, Lothians & Fife District Centre and the Chartered Institute for Securities and Investments (CISI).

It is critical that everyone working in financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say. However, the critical next step of how to communicate with a vulnerable customer is often overlooked and lacking in most training sessions on the subject of vulnerable customers. This training session corrects this common mistake by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.


Jeff Heasman, Professional Trainer

Jeff Heasman worked as a litigation executive and senior liability adjuster before branching out into language and psychology. Jeff holds both a bachelors and masters of law degree, is a qualified language instructor and also a certified practitioner member of the Academy of Modern Applied Psychology.

He delivers courses across the globe, either face-to-face or online. Jeff maintains a close connection to the industry by regularly providing consultancy in law and language, especially through his plain language editing service.

Date & schedule
Wednesday 9 June 2021
12 Noon - 13:00 BST 

To secure your place, please register here.

If you experience any difficulties please email [email protected]