There are still many people who are unaware of the array of opportunities available to them in the financial services sector, especially those who are underrepresented, including Black women. In this insightful panel discussion, three sector professionals across media, banking and investment share how they exercised leadership to forge their careers in finance, the value their perspectives bring, and explain what more organisations can do to reach marginalised communities.

Speakers: Selina Flavius, Founder of Black Girl Finance; Alexis Owuadey, vice president at Harbour Vest; Taofikat Agboola, client management associate at RBC Wealth Management.

Moderator: Zerina Francis, ATP & test centre executive at Chartered Institute for Securities & Investment

Hosted on Acast. See acast.com/privacy for more information.

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at the Money Advice Trust, and a Fellow of the Royal Society for Public Health and Leigh Caldwell behavioural economist, founder of the Irrational Agency and author of The Psychology of Price.

Joining the panel is Bernardine Reese MD Protiviti and Compliance Forum committee member.

Key topics will include a short history of the regulatory background for customer vulnerability, thoughts and insights from Dr Christopher Fitch and Leigh Caldwell about what customer vulnerability is, how it might manifest, behavioural insights into customers who may be vulnerable and considerations for Firms in how to manage their interactions with customers who may be vulnerable and MI that may help with this.

Hosted on Acast. See acast.com/privacy for more information.

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at the Money Advice Trust, and a Fellow of the Royal Society for Public Health and Leigh Caldwell behavioural economist, founder of the Irrational Agency and author of The Psychology of Price.

Joining the panel is Bernardine Reese MD Protiviti and Compliance Forum committee member.

Key topics will include a short history of the regulatory background for customer vulnerability, thoughts and insights from Dr Christopher Fitch and Leigh Caldwell about what customer vulnerability is, how it might manifest, behavioural insights into customers who may be vulnerable and considerations for Firms in how to manage their interactions with customers who may be vulnerable and MI that may help with this.

Hosted on Acast. See acast.com/privacy for more information.