Get trained and qualified on Client Protection!

We are pleased to announce the launch of our training and qualification program on client protection! Cerise+SPTF now offers three levels of training on client protection. Read more about the three levels below.

Level 1: Start with our free, self-paced, online course “Get started on Client Protection”; This is a free, self-paced, 3-hour long, online training course which we have designed for learners who want to get to know our standards and tools or update their knowledge. This course is applicable to anyone who wants to learn more about client protection whether you work for a financial service provider, you are an investor, or a consultant.

Level 2: If you want to go further, register on the platform to join our next enriched training for learners willing to deepen their knowledge of the Client Protection Standards and get trained to carry out quality CP assessments. The training runs over 8 weeks. It is cohort-based, supervised by a qualified instructor, and validated with a training certificate from Cerise+SPTF. This course is applicable to anyone who wants to deepen their base knowledge of client protection whether you work for a financial service provider, you are an investor, or a consultant. The cost of this course is EUR 800.

Level 3: And eventually pursue your journey by applying to our “Get qualified on Client Protection” program. This is a personalized and individualized coaching program provided by Cerise+SPTF for individuals interested in becoming a qualified auditor. Candidates interested in following this program will need to have validated the “#2 – Go deeper” course and submit an application to Cerise+SPTF. Application process will open at the end of this year. The “#3- Get qualified” programs are exclusively reserved for consultants, impact/SEPM/CP managers of national/international networks or investment funds, staff of technical assistance firms, and rating agencies and certification bodies. Access to the qualification program is subject to a selection process in which the candidate’s profile and work prospects for conducting audits will be evaluated. If you are selected to pursue to the “#3- Get qualified” program, there is an additional cost of EUR 1,200 to benefit from individual coaching and a qualification certificate.

Please note that all Smart Campaign assessors need to go through the training and qualification process to become CP qualified. If you were a Lead Assessor under the Smart Campaign program, you will need to pass a test to confirm the equivalence of your status. If you don’t reach the minimum score required, you will need to go through the training and qualification process to become CP qualified

If you are already qualified on SEPM, as an SPI auditor, you will still need to follow the whole qualification process for CP qualification – and the other way around!
To find out more and to register, create a free account on our SPI Online e-learning platform! Once you have created an account, you will find a list of FAQs on training and qualifications at the bottom of the page.

For any additional question on the CP training and qualification program, contact our team here.