📣 Drogie Certyfikowane Doradczynie, Drodzy Certyfikowani Doradcy EFPA Polska,
zapraszamy serdecznie na webinar “Managing Consumer Vulnerability in Financial Services”, organizowany przez Chartered Insurance Institute oraz EFPA Europe │ European Financial Planning Association.
Podczas spotkania dowiecie się, jak instytucje w całej Europie łączą empatię, technologię i wymogi regulacyjne, by skutecznie wspierać klientów w chwilach życiowych trudności – takich jak żałoba, choroba, rozwód czy problemy finansowe.
Za udział w webinarze przyznajemy 1️⃣ punkt w Programie Stałego Rozwoju Zawodowego.
Szczegóły niżej.
Zapraszamy serdecznie!
In this IIL financial planning webinar in association with the European Financial Planning Association, Andrew Gething explores how financial institutions can better manage consumer vulnerability, not only to meet regulatory expectations, but to deliver meaningful, empathetic service.
In moments of personal vulnerability, such as bereavement, divorce, illness, or financial hardship, insufficient service quality and limited support can significantly affect consumer trust in financial institutions. Recognising and responding to these vulnerabilities is increasingly seen as a cornerstone of responsible financial service delivery across Europe. Regulators in several Member States and in the UK are introducing frameworks aimed at rebuilding trust by improving how firms identify and respond to consumer vulnerabilities.
In this webinar, Andrew examines emerging European best practices, highlights red flags that advisers and firms should recognise, and discusses how technology can support more inclusive and responsive financial services.
Learning objectives:
Regulatory developments across Europe, including the UK’s Consumer Duty
Practical challenges in implementing vulnerability-sensitive practices
The role of financial advice in navigating complex personal and legal situations
How digital tools can help firms identify and support vulnerable clients
Opportunities to harmonise standards and promote trust across borders
Chair:Edward Grant FPFS, Non-Executive Director, Personal Finance Society
