Updated online training
The latest edition of the Consumer Vulnerability in Later Life online training is available now. Provided by Just with content created by SOLLA, the 2025/ 2026 version includes the safeguarding considerations for clients who may not have someone they can trust or is able to help them with their finances, and good practice when advising couples. You'll get 60 minutes CPD on successful completion.
Register now to enhance your knowledge.
This training is specifically for financial advisers, paraplanners, administrators and all other financial advisory teams.
By completing this training, you’ll be able to understand:
- how to better support older and vulnerable clients
- the importance of additional safeguards to help avoid foreseeable harm and assist clients with their decision-making
- how digitalisation and exclusion are increasing vulnerability to fraud and measures to help protect clients’ money, and
- how to ensure clients, including those with the characteristics of vulnerability, receive consistently good outcomes in line with Consumer Duty.
Stay up to date with your annual progress
The training is updated annually. Track your annual progress by logging into your account to access and download all your CPD certificates, by clicking on the 'Certificates' heading. Below is an example of what your certificate will look like along with your online training homepage. Please note that using multiple tabs to open the training could affect the recording of your progress.
