An enriched course on Client Protection (CP), to deepen your knowledge of the Client Protection Standards and get trained to carry out quality CP assessments.

For whom?
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.

When?
From October 5 to December 13, 2026.

What you will get:
Training certificate

Completion rules:
• All modules to be completed
• All 4 virtual classes to be attended. Virtual classes for this session are planned on the following dates:
- Week 1: Tuesday 13 October 8:30am - 9:30am UTC
- Week 4: Thursday 5 November 8:30am - 10:30am UTC
- Week 6: Thursday 19 November 8:30am - 10:30am UTC
- Week 9: Thursday 10 December 8:30am - 10:30am UTC
(If you are based in the Americas, please contact us - we may adjust the class timing based on participants' time zones)
• All assignments to be submitted in due time, and validated by Cerise+SPTF instructors:
- Deadline for submitting the CP Full mock audit: Sunday 29st of November.

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