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.

Webinar 1: Overview of the new Client Protection Pathway and Client Protection Certification
Wednesday, 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 explain the CP Pathway, the new Client Protection Certification program, and the resources available to support financial service providers.
Recording
Presentation

Webinar 1: Serie de implementación del Camino para la Protección al Cliente
jueves, 11 de noviembre de 2021, 1pm (ET)
¡Manténgase actualizado sobre los últimos desarrollos de protección al cliente en la industria! Han pasado muchas cosas desde el cierre de Smart Campaign a finales de 2020, en particular, el lanzamiento del Camino para la Protección al Cliente de CERISE + SPTF. Se explica el Camino para la Protección al Cliente, el nuevo programa de la Certificación de Protección al Cliente y los recursos disponibles para apoyar a los proveedores de servicios financieros.
Grabación
Presentación

Webinar 2: Preventing Over-indebtedness – A Systems Approach
Thursday, December 2, 08:30am (UK) GMT
The second webinar in the Client Protection Pathway Implementation Series deep dives into policy and practices related to preventing client over-indebtedness. While emphasising repayment capacity assessment, we also address other financial service provider systems that can help prevent over-indebtedness. These include product and process design, staff training and incentives, and monitoring.