Solicitors must take account of their clients’ attributes, needs and circumstances and adapt their services.
Learn to identify vulnerable clients and adapt services for better understanding and access to your expert advice.
Anytime, flexible learning for
indviduals and organisations
E-learning pdf
Who is it for?
All staff who deal with clients.
Course content
Overview
This course will help you to comply with the Equality Act and the SRA Codes of Conduct.
Content
- Risk factors that may lead to vulnerability
- Why identifying vulnerable clients matters
- Meeting your obligations to vulnerable clients
- Identify
- Adapt
- Record
- Monitor
- Case studies
Outcomes
As a result of completing this course you will understand:
- Why you need to be able to identify and adjust your approach when dealing with vulnerable clients
- How to identify signs of potential vulnerability
- The practical steps you and your firm can take to support vulnerable clients
Format
Self-paced, cost-effective e-learning.
Duration
30 minutes
Related Courses
Our short AML modules can be purchased individually, allowing firms to ensure staff focus on relevant AML training.
Our AML scenarios have been tailored so that they can be used by Scottish law firms as part of their AML training, ensuring that all staff are confident in identifying risks and red flags.
Our anti-money laundering scenarios help you to maintain your knowledge and understand how to apply AML techniques in practice.
Our e-learning course on Anti-Bribery & Corruption will introduce you to the key offences in the Bribery Act 2010 and get you thinking about different scenarios in which bribery risks can arise.
Our Client care for paralegals course is a straightforward guide to the key skills and techniques for understanding what client really want and then managing client relationships successfully.
Our COFA update session covers all the essentials – refreshing you on the basics, reminding you about the key duties, and offers lots of tips on how to fulfil the role effectively.
