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Free course template · Global

Selling regulated and high-trust products: Suitability, disclosure and fair conduct

A ready-made course, live deck and two surveys for advisers and sellers. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

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Course outline at a glance

  • An invented story
  • What matters most here?
  • Checklist
  • Quiz

  • What to find out
  • Good questions
  • Tabs
  • Flashcards
  • Matching quiz
  • Quiz

  • The suitability test
  • Disclosure at the right time
  • Rules in outline
  • Process
  • Timeline
  • Accordion
  • Checklist
  • Multi-select quiz

  • Scenario
  • Scenario
  • Scenario
  • Scenario
  • Quiz

  • Who to ask and how to raise it
  • What to record
  • Process
  • Accordion
  • Quiz

  • Practice
  • Quiz

Try some questions from the course

Question 1 of 3

Why does selling a regulated product carry extra duties?

 

Customers rely on your advice for decisions that affect their money or wellbeing, so the rules ask more of you.

Lesson 1, Why selling here is not like selling anything else, teaches this. See the outline

Question 2 of 3

A customer gives only a budget. What should you do next?

 

A budget is one constraint. Without the situation and needs you cannot test suitability.

Lesson 2, Understanding the customer's situation and needs, teaches this. See the outline

Question 3 of 3

A customer has only just been bereaved and is unsure about a decision. What do you do?

 

Distress is a sign to slow down. Offer time and support, and use your organisation's policy.

Lesson 4, Grey areas: vulnerable customers, pressure and "just sign here", teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Selling regulated and high-trust products: Suitability, disclosure and fair conduct

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Teal humanist

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 11 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Selling regulated and high-trust products: Suitability, disclosure and fair conduct course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why selling here is not like selling anything else · 9 min

    Before you begin · An invented story · What matters most here?

  • Lesson 2: Understanding the customer's situation and needs · 9 min

    What to find out · Good questions · Check

  • Lesson 3: Suitability, appropriateness and what must be disclosed · 9 min

    The suitability test · Disclosure at the right time · Rules in outline

  • Lesson 4: Grey areas: vulnerable customers, pressure and "just sign here" · 9 min

    Scenario · Scenario · Scenario

  • Lesson 5: Records, complaints and escalation · 6 min

    Who to ask and how to raise it · What to record

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check the rules that apply to you or ask your own counsel.

At onboarding for advisers, before a new regulated product launches, annually for sellers of regulated or high-trust products.

Advisers and sellers of insurance, banking, investments, real estate, pharma and funeral or care services; run by L&D with compliance and the sales director.

Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in the rules that apply to you.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.

Your own details, each highlighted inside the course:
  • Sector rules link
  • Disclosure checklist link
  • Vulnerable customer policy link
  • Complaints route
  • Escalation route
  • Compliance contact
  • Sales enablement contact
  • Sales playbook link
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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