Course
VCX eBook (00eBook-IFA)
Intro
VCX eBook (00eBook-IFA)
This is a free eBook that provides context to the consumer regulation and guidance issued by the Financial Conduct Authority. Although the regulatory focus is from the FCA, the approach to creating new standards of care towards vulnerable...
The 10 minute Mini-Module (00MiniMod-IFA)
Intro
The 10 minute Mini-Module (00MiniMod-IFA)
This is a bite-sized training module that provides a sample of our vulnerability training content. We have taken excerpts from other modules to give a cross-section of what you can expect from the VCX eLearning Journey. We hope you enjoy it and...
The Signpost Introduction (01TheSignpost-IFA)
£120.00
Intro
The Signpost Introduction (01TheSignpost-IFA)
This short module introduces VCX training and The Signpost information database. A succinct, printable user guide is also available here.
1. Introduction to VCX Training (1CM-Intro-IFA)
£120.00
Core Module
1. Introduction to VCX Training (1CM-Intro-IFA)
This is the introduction to our training material. It details our approach, introduces the FCA guidance and showcases our style of training.
2a. FCA Finalised Guidance 2019-2021 (2aCM-FCA Final-IFA)
£120.00
Core Module
2a. FCA Finalised Guidance 2019-2021 (2aCM-FCA Final-IFA)
This course focuses on the details of the FCA's finalised guidance issued on the 23rd February 2021
2b. FCA & Vulnerability - History (2bCM-FCA Hist-IFA)
£120.00
Core Module
2b. FCA & Vulnerability - History (2bCM-FCA Hist-IFA)
This course take you on the journey through the FCA documentation from the 2015 to the 2021. It builds up knowledge, language, strategy and ends at the finalised guidance and regulation of how firms must now demonstrate to the regulator their...
3. Purpose & Culture (3CM-P&C-IFA)
£120.00
Core Module
3. Purpose & Culture (3CM-P&C-IFA)
This course looks at the FCA's drive to transform the 60,000 firms it regulates. Purpose has been a big conversation topic recently. We examine the evidence that investment in social purpose does not have to come at the cost of profit and how...
4. Empathy & Motivation (4CM-E&M-IFA)
£120.00
Core Module
4. Empathy & Motivation (4CM-E&M-IFA)
This course digs into who we are and what drives us. We are given tools to evaluate our natural levels of empathy and assess whether we motivated by intrinsic or extrinsic factors. Please don't worry if none of that makes sense, the course is...
5a. Asking Questions (5aCM-AQ-IFA)
£120.00
Core Module
5a. Asking Questions (5aCM-AQ-IFA)
This module focuses on how to structure conversations and how to sensitively ask about a customer's circumstances. We cover the TEXAS, IDEA & CARERS questioning protocols which are all essential building blocks for empathic conversations that...
5b Introduction to VRS (5bSP-C4C-IFA)
Partner Module
5b Introduction to VRS (5bSP-C4C-IFA)
This short course introduces the Vulnerability Registration Service and explains how to assist vulnerable customers to self-register. It is important to understand if your business is a VRS partner as this may mean you have bespoke instructions...

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