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CII and St James’s Place offer virtual reality training on supporting clients in vulnerable circumstances

Publication date:

16 May 2024

Last updated:

16 May 2024

The Chartered Insurance Institute (CII) has partnered with wealth manager, St James’s Place (SJP), to offer SJP’s financial adviser virtual reality (VR) empathy training to non-SJP trainees.

The half-day workshop will be delivered in-person on the 20 June, aiming to support the development of soft skills and general awareness when dealing with clients in vulnerable circumstances.

Gill White, Chief Customer Officer for the CII, said: "Developing new ways to understand and meet the needs of all consumers, especially those that are vulnerable, is a true sign of professionalism and helps to build client trust. These sessions will help attendees stand out in their profession for their ability to support the widest range of clients, including those encountering cognitive decline."

Edward Grant, Director of St James’s Place and Technical Connection, said: "By integrating empathy training into our vulnerable client programme, we are ensuring that advisers across the profession are equipped to handle diverse client needs with care and sensitivity."

Course details can be found here.