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Supporting Vulnerable Customers
Quick refresher on identifying and supporting vulnerable customers. Covers the FCA's definition of vulnerability, the four drivers, practical support techniques, and your firm's obligations.
1 modules, 1 lessons~5 minutes80% pass mark4 flipcards, 1 scenario
CPD Aligned
This course covers vulnerable customer obligations at a high level. Firms should refer to FCA FG21/1 for detailed guidance.
What you will learn
- Understand the FCA definition of a vulnerable customer
- Recognise the four drivers of vulnerability
- Apply practical techniques to support vulnerable customers
- Know your firm's obligations under Consumer Duty
Who is this for?
All customer-facing staff
Course details
Duration~5 min
Modules1
Lessons1
Pass mark80%
CertificateYes
CPD Hours0.1
Jurisdiction
UK (FCA Guidance FG21/1, Consumer Duty). Applicable to regulated firms.
Course Modules
1
Understanding and Supporting Vulnerability
~5 minHow to identify and support customers who may be vulnerable.
Vulnerable Customers: Recognition and Support
AudioVisualFlipcardsScenario
Assessment - 3 questions
Total Questions
3
Pass Mark
80%
Audio
1/1
Certificate
Yes
v1.0.0 | Updated 2026-06-28 | Sources verified 2026-06-28
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