Dealing with vulnerable customers

In today’s customer-focused environment, understanding and supporting vulnerable individuals is not just good practice; it’s a regulatory requirement. This course will equip you with the knowledge and practical skills to identify, communicate with, and support vulnerable customers with empathy and confidence.

What you will learn in this course

By the end of this course, you’ll be able to provide fair, appropriate support that meets the needs of every customer, ensuring they are treated with dignity, respect, and professionalism at all times.

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What makes a customer vulnerable

How to recognise signs of vulnerability


Best ways to respond with care and sensitivity

Explore the FCA’s expectations and your responsibilities

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