Client Protection Training - Level 2: Go Deeper on Client Protection

This enriched course on Client Protection (CP) aims to deepen your knowledge of the Client Protection Standards and get trained to carry out quality CP assessments. The course is for learners willing to build skills to conduct or analyze CP assessments: internal teams of financial service providers, consultants, investment managers, network teams, researchers, regulators. 

Prerequisite: Validation of the eCourse “1/ Get started on Client Protection”. 

What you will learn: 

• Explore in-depth the rationale and practices of each CP standard.
• Build and practice key assessment skills.
• Test SPI Online by working on a fictive case.
• Elaborate a CP action plan. 

How it works:

• A cohort-based course over 9 weeks. 
• Instructor-led, including 4 virtual classes, forum discussions, online material (videos, tutorials, interactive presentations, readings), practical exercises, and assignments to submit, including a mock audit.