Consumers in Vulnerable Circumstances

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Prepare Your Team for CBI Expectations

Equip your staff to identify and support consumers in vulnerable circumstances while ensuring your firm meets Central Bank of Ireland expectations. SuccessPro's Consumer Vulnerability Training is designed for brokers and financial institutions who want practical, compliance-ready skills delivered efficiently.

Why This Training Matters

The Central Bank of Ireland requires firms to ensure staff can recognise and respond appropriately to consumers in vulnerable circumstances. Our course provides your team with the knowledge and tools to:

  • Identify vulnerability in clients early and effectively

  • Deliver fair and responsible service to all customers

  • Meet regulatory expectations and demonstrate compliance readiness

After successful development and delivery for Brokers Ireland, this course is now available for your team with limited availability.

Course Highlights

Our interactive training covers:

  • Practical Modules: Real-world scenarios to apply knowledge immediately

  • Consumer Identification Strategies: How to spot signs of vulnerability

  • CBI Expectations Explained: Understand what regulators expect in practice

  • Interactive Learning: Case studies, Q&A sessions, and discussion

  • Certification: Evidence your team has completed compliance-aligned training

Who Should Attend

  • Brokers and insurance intermediaries

  • Financial institution staff in customer-facing or compliance roles

  • Compliance officers and team leaders responsible for vulnerable customer oversight

Book NOW