Global Vulnerable Customers training

Six microlessons on identifying and supporting customers in vulnerable circumstances in any country: the four drivers of vulnerability, fair treatment, building a policy and monitoring outcomes, with a certificate of completion.

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Vulnerable Customers (Global) course preview
6Short, TikTok-style microlessonsIn the browser or the iOS and Android apps

Compliance teams that chose 5Mins

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Collingwood nsave ICAB Delamode LOQBOX Kennedys GSK Student Cribs Millennium Hotels Paris Baguette
  • OnlineSelf-paced format
  • 6Microlessons
  • IncludedCertificate of completion
About this course

What the Global Vulnerable Customers course covers

This course helps teams in any country identify and support vulnerable customers, in six short microlessons. It defines customer vulnerability and its four drivers (health, life events, resilience and capability), shows the signs to look for, and explains the legal frameworks and core principles of fair treatment, including the balance between protection and autonomy. Learners then see how to build a vulnerable customer policy, adapt products, service and communications, and monitor and report outcomes.

Learning outcomes

What your people will be able to do

  • Define vulnerable customers across health, life events, resilience and capability
  • Spot communication, emotional and financial signs of vulnerability
  • Apply legal and ethical frameworks to balance protection and autonomy
  • Design an inclusive vulnerable customer policy with roles, escalation, data handling and training
  • Adapt products, communications and service to reduce harm and improve access
  • Monitor metrics, record cases and report outcomes to drive improvement
Course contents

6 microlessons

Each microlesson is a short, TikTok-style video lesson.

1What Is Customer Vulnerability?
2How to Identify Vulnerable Customers
3Principles of Fair Treatment & Ethical Considerations
4How to Build a Vulnerable Customer Policy
5Assessing & Responding to Customer Needs
6Monitoring, Reporting & Continuous Improvement

  1. What Is Customer Vulnerability?: What vulnerability means and the four factors behind it.
  2. How to Identify Vulnerable Customers: The signs of vulnerability in everyday interactions.
  3. Principles of Fair Treatment & Ethical Considerations: Legal frameworks, fair treatment and protection versus autonomy.
  4. How to Build a Vulnerable Customer Policy: The parts of a policy, from identification to governance.
  5. Assessing & Responding to Customer Needs: Adapting products, service and communications.
  6. Monitoring, Reporting & Continuous Improvement: Tracking, escalation and reporting that improve outcomes.
A 5Mins certificate of completion for Vulnerable Customers (Global), lying on a desk next to a laptop
Certificate

A certificate for every learner who completes it

Learners finish every microlesson. 5Mins then issues a certificate of completion for Vulnerable Customers (Global).

  • Certificates and e-signatures stored against each learner
  • Audit-ready records, ready whenever an auditor asks
  • Completion shows on the Compliance Dashboard in real time
Audience and regulation

Who it's for and the law it covers

Who it's for

  • Customer-facing teams in any country
  • Contact center, collections and complaints teams
  • Product, operations and policy owners
  • Compliance and risk teams

Laws covered

  • Consumer protection and fair treatment rules. Many regulators expect firms to take greater care with customers at greater risk of harm. Requirements vary by country, so the course explains principles that sit within your local rules.
  • Anti-discrimination, data protection and mental capacity laws. The legal frameworks that shape how you identify, record and support vulnerability.
How it runs in 5Mins

Assign it once, then let 5Mins do the chasing

Every course in the 5Mins library runs on the same zero-admin engine.

  • EnrollAuto-enroll

    Enroll people automatically from your HR system, with 100+ HRIS platforms supported.

  • RemindReminders

    Nudges by email, Slack, Microsoft Teams and push until the course is done.

  • RepeatRecurrence

    Set the course to repeat, for example every 12 months, and 5Mins re-enrolls people for you.

  • CertifyCertificates

    Certificates and e-signatures are issued and stored for every completion.

  • ProveAudit-ready records

    See who is complete, at risk or overdue on the Compliance Dashboard, and prove it any time.

Customer stories

Compliance teams that swapped chasing for results

Compliance, HR and L&D leaders on what changed when they moved their training to 5Mins. Pick a team to see what changed.

ComplianceCompliance Training Insurance, 205 colleagues 100%

compliance completion and pass rate since go-live

  • ~1 day saved on each compliance course (HR estimate)
  • Automated reminders and reporting

Since go-live, our compliance completion and pass rates are 100%, and it's the quickest we've ever got there. Automated reminders and reporting save us about a day per course.

Laura ChappellLaura ChappellHR Director, Collingwood
Read the Collingwood story
ComplianceCompliance Training Insurance and emergency accommodation 87%

less session time, from 2.5-3 hour sessions to modules of 25 minutes at most

  • 12 monthly sessions a year, up from 3-4
  • 95% content creation time saved

Our compliance sessions used to be two and a half to three hours in a room, and we could fit in three or four a year. Now we cover one topic a month, and I can see exactly what people are retaining.

Lucy WybornLucy WybornDirector of Learning and Development, ICAB
Read the ICAB story
ComplianceCompliance Training Legal services 80%

completion on mandatory training, up from 20%

  • Mobile microlessons finished between calls
  • Manager view of each team's progress

We were sitting at 20% completion on our mandatory training. We're now at 80%. People finish short lessons between calls, on mobile, and managers can see where their teams are, so chasing completion is no longer a one-person job.

Jamie WaltonJamie WaltonGroup Learning and Development Officer, Winn Solicitors
See more customer stories
ComplianceCompliance Training Fintech and digital banking On demand

training log showing who did what, when, and the pass rate

  • Any device phone or laptop, at their own pace
  • Rolling refreshers through the year

When I engage with the FCA, I can show that every team has had training tailored to their role, that it's up to date, and that it runs throughout the year, with a full log of who's done what.

Abdul GofurAbdul GofurHead of Compliance & Anti-Financial Crime, nsave
Read the nsave story
★ Free sample lesson

See 5Mins in action with a free sample lesson

Interested in Global Vulnerable Customers training? Request a free sample lesson, book a short demo with our team, and we'll share your sample lessons after the call.

  • Real microlessons from our library
  • A short demo with our team
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Free course catalogues

Take the catalogues with you

Free PDF catalogues to share with your compliance lead, your managers or your board.

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Global Financial Compliance Catalogue

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Your questions answered

Questions about Global Vulnerable Customers training

How long is the Vulnerable Customers (Global) course?

It's made up of 6 short microlessons. Learners can finish it in one sitting or spread it over a few days, and 5Mins sends reminders until it is done.

Is there a certificate?

Yes. Learners get a certificate of completion once they finish every microlesson. The record is stored in 5Mins for audits.

How is this different from the UK course?

The UK course is built around FCA guidance and the Consumer Duty. This version explains the same skills without tying them to one regulator, so it suits international teams. Your local rules set the exact requirements.

Who should take this course?

Anyone who deals with customers or designs the products and processes they use, plus the managers and compliance teams who own the vulnerability policy.

Does the course include an assessment?

Not at the moment. The course is six microlessons and a certificate of completion. You can add your own questions with the 5Mins course builder.

Can I try the course first?

Yes. Request a free sample lesson and book a short demo with our team. After your demo, we'll share sample lessons with you so you can see the format for yourself.

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