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Vulnerable Customers

This module is designed to give learners a general understanding of how to engage in responsible lending when dealing with vulnerable customers or those facing hardship, based on New Zealand legislative requirements.

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Online course details

Delivery

SCORM files or hosted on our Platform

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Course Format

Structured Learning (35-40 min)

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Regulation/Law

N/A

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Region
New Zealand

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About this online course

This module is designed to give learners a general understanding of how to engage in responsible lending when dealing with vulnerable customers or those facing hardship, based on New Zealand legislative requirements.

Vulnerable Customers

Course Overview

Course summary

Course summary

This module is designed to give learners a general understanding of how to engage in responsible lending when dealing with vulnerable customers or those facing hardship, based on New Zealand legislative requirements.

Key modules

Key modules

  • Introduction - The Law
  • Responsible Lending Principles
  • Identifying Vulnerable Clients
  • Scenario: Identifying Vulnerable Clients
  • Enquiries: Needs and Goals
  • Informed Decisions
  • Scenario - Informing a Customer
  • Recognising Financial Abuse
  • Signs of Financial Abuse
  • Financial Abuse Video
  • What Can We Do?
  • Consumer Law
  • Scenario: Unconscionable Conduct
  • Legal Advice
  • Legal Advice Scenario
  • Hardship Applications
  • Older and Disabled Clients
  • Challenge
Learning outcomes

Learning outcomes

By the end of this course, participants will be able to:

  • Help you to recognise and identify vulnerable customers; and
  • Help you to understand what your obligations are in respect of vulnerable clients and those facing hardship; and
  • Assist in increasing client satisfaction with the services we provide and lessen the risk of non-compliance which might otherwise lead to loss; and
  • Promote a best practice approach in dealing with vulnerable clients and those facing hardship.

Course formats

Structured Learning

Ideal for first-time learners or those with little prior knowledge, covering the entire topic in 30-40 minutes.
Structured Learning

Delivery options

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SCORM-compliant file

Our client services team can deliver our courses via SCORM file if you have a Learning Management System (LMS) or SCORM-compliant software.
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Safetrac Platform

Alternatively, you can use our Compliance Platform to house any training material, track policy acceptance, administer surveys, and audits—all in one place. We can get you up and running within a few weeks.

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Related courses

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Why Choose Safetrac’s Compliance Courses

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All content is regularly updated to reflect the latest legislation, ensuring your training remains compliant.
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Flexible Delivery Options

Available via SCORM or our Compliance Platform, with regular updates provided whenever legal changes occur.

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Our local Client Services team ensures a smooth setup within a few weeks and offers ongoing support for all your learning and training needs.
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