Skip to content
Claim this template

Free course template · US federal

Consumer protection & UDAAP

A ready-made course, live deck and two surveys for customer-facing staff. AhaSlides tracks progress, completion and scores for you. 35 minutes, 7 lessons, 10-question final check. Last reviewed 8 October 2026; not legal advice.

Claim the templatePreview the courseDownload SCORM for your LMS

Free. No credit card. Edit everything.

Play a game from the course

Consumer protection & UDAAP: try 3 questions

Three questions from this course. Pick an answer, then see why.

Play the game

Game not loading? Open it in a new tab (opens in a new tab)

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 5 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

Claim the template
The Consumer protection & UDAAP 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 result on the 10-question final check, against the 80% pass mark.

  • What landed

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

Claim the template

7 lessons, about 35 minutes

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

  • Lesson 1: Why the rule exists · 5 min

    Explain who enforces UDAAP/UDAP and why it matters.

  • Lesson 2: The three tests · 8 min

    Apply the tests for unfair, deceptive and abusive.

  • Lesson 3: Allowed vs not allowed · 5 min

    Classify everyday sales, marketing and servicing practices.

  • Lesson 4: Red flags & duties · 5 min

    Recognise complaint signals that point to UDAAP risk.

  • Lesson 5: Case practice · 5 min

    Escalate a practice or script that may mislead.

  • Lesson 6: Escalate correctly · 2 min

    Practice

  • Lesson 7: Final assessment · 5 min

    10 questions, 80% to pass. The result is saved to the learner's record.

Based on: Dodd-Frank Act ss.1031 & 1036 (12 U.S.C. 5531, 5536) - unfair, deceptive or abusive acts; s.1042 (state AG enforcement);…

Claim the template

Often taught together

Courses teams often run alongside this one.

Browse all templates (opens in a new tab)

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 Dodd-Frank Act ss.1031 & 1036 or ask your own counsel.

At hire + annually; when products or marketing change.

Customer-facing staff, collections, marketing, product and sales teams at banks, lenders, fintechs, servicers and any consumer business.

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 Dodd-Frank Act ss.1031 & 1036.

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:
  • Complaint logging process
  • Approved scripts location
  • Compliance contact
  • Ethics hotline
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
Visit the help centre (opens in a new tab)

Ready to run it?

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

Claim the template