Financial Services Representatives – Vulnerable Customers – Non Banking

About this course

This course equips financial services representatives in the non-banking sector with the knowledge and practical skills needed to identify and support vulnerable customers.

Through real-world case studies and workplace scenarios, learners will explore how to recognise signs of vulnerability, understand their legal obligations, respond appropriately to hardship situations, and help protect customers from financial abuse.

The course also covers dispute resolution processes and promotes ethical, customer-centred practices that align with industry expectations and compliance requirements.

What the course covers

• Introduction to vulnerable customers
• Identifying vulnerable clients
• Case studies and practical examples
• Legislative obligations
• Protecting vulnerable customers from financial abuse
• Dispute resolution processes
• Workplace scenarios and challenges
• Course conclusion and key takeaways

What people can do afterwards

By the end of the course, participants will be able to:

• identify customers experiencing vulnerability or financial hardship
• understand their obligations when supporting vulnerable customers
• apply appropriate strategies to assist customers while meeting compliance requirements
• help improve customer outcomes and satisfaction while reducing organisational risk
• demonstrate best-practice approaches when engaging with vulnerable clients

How it is delivered

• Structured learning Designed for learners who are new to the topic or want a comprehensive overview. The course explores the subject in detail and typically takes 35–40 minutes to complete.

Two ways to run it

• Your policies, your scenarios

  We rebuild “Financial Services Representatives – Vulnerable Customers – Non Banking” around how your organisation actually works, so the training changes behaviour instead of recording completions.

  Build a custom version

• Ready to run as it is

  Deploy the course off the shelf, with light branding if you want it. Delivered with our partner Safetrac, who will contact you directly.

  Deploy off the shelf

Either way, you can run it through our compliance platform or take it as a SCORM package for the LMS you already have.

What it costs

Off-the-shelf pricing starts at $4,000 a year for up to ten courses with your logo and colours applied, rising with how much you want changed. The tiers are the same across the catalogue, so they are set out once on the pricing page rather than repeated on all 101 courses.

If what you actually need is your own scenarios and your own policies rather than a reskin, that is a custom build, and it is the work Hungry Minds does.

Choosing an LMS

If you don’t currently have an LMS, we can help you select a platform that suits your organisation.

For smaller teams or organisations getting started, we typically recommend LearnWorlds for its ease of use and quick setup.For organisations requiring more advanced functionality and reporting, TalentLMS is a strong option.

Learn more:LearnWorlds TalentLMS

We may receive a commission if you sign up to an LMS we recommend. It does not change what we recommend.