Month Flat Week Day
Date: Tuesday, November 02, 2021 6:30 am
November 2, 6:30am ET/ 10:30am GMT

Get updated on the latest client protection developments in the industry! A lot has happened since the closure of the Smart Campaign in late 2020--in particular, the launch of the CERISE + SPTF Client Protection Pathway. We will explain the CP Pathway, the new Client Protection Certification program, and the resources available to support financial service providers.  

About the series
The new Client Protection Pathway launch provides an opportunity to take stock of how we put clients at the center of our work. To support financial service providers to continue to upgrade their client protection practices, SPTF-CERISE is hosting the Client Protection Pathway Implementation Series in 2021 and 2022. Participants will learn and discuss the specific practices and policies that support good client protection. The series is specifically designed for small and medium-sized financial institutions that want to start implementing client protection or want to develop their existing practices further.