In this IIL financial services webinar, Robin Melley provides a clear path to follow in identifying those in vulnerable circumstances and how to professionally support and advise clients to ensure they achieve great outcomes, and your reputation is enhanced.

Description

Whether you are a CEO, a compliance officer, working in technical support, administration, or a professional working directly with clients and customers, this webinar addresses the key issues that you need to think about and provides you with valuable insight into dealing with vulnerability.

This presentation enables you to enhance your role by looking at customers and clients through the lens of vulnerability. Robin also provides an overview of the nine elements of the ‘Vulnerability Charter’ and explains how their adoption will enhance your ability to identify those in vulnerable circumstances.

Robin encourages you as an individual and your company to visit the Financial Vulnerability Taskforce website and adopt the Vulnerability Charter.

Learning objectives

• Understand the nine elements of the vulnerability charter
• Learn how to apply them to improve outcomes for clients in vulnerable circumstances
• Gain practical ideas on how to improve your internal training, systems and business processes and meet the new regulatory requirementss

Speakers

• Robin Melley FPFS TEP, Chartered Financial Planner, Director, The Financial Vulnerability Taskforce