Skip to content
Claim this template

Free course template · United Kingdom

SM&CR conduct rules training for all staff: What the rules mean in your daily work

A ready-made course, live deck and three surveys for all staff covered by the conduct rules. AhaSlides tracks progress, completion and scores for you. 35 minutes, 6 lessons, 10-question final check. Last reviewed 13 November 2026; not legal advice.

By AhaSlides

Claim the templatePreview the courseDownload SCORM for your LMS

Free. No credit card. Edit everything.

Play a game from the course

SM&CR conduct rules training for all staff: What the rules mean in your daily work: 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. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

Claim the template

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 what to change next time.

Claim the template

6 lessons, about 35 minutes

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

  • Lesson 1: SM&CR in one page · 7 min

    Before you begin · Who is who · Check your understanding

  • Lesson 2: The individual conduct rules · 9 min

    The rules one by one · Key words · Which rule is at stake? · Check your understanding

  • Lesson 3: Putting the rules to work · 7 min

    Conduct outside work · Practise · Check your understanding

  • Lesson 4: Certification and senior managers · 4 min

    Certification and responsibility · The senior manager conduct rules

  • Lesson 5: Breaches and speaking up · 4 min

    What happens after a possible breach · Speaking up

  • Lesson 6: Final assessment · 4 min

    Final assessment · Course complete

Claim the template

Often taught together

Courses teams often run alongside this one.

Also listed in

  • Banking & Financial Services Training
  • United Kingdom
  • AhaSlides
  • Financial services
  • Banks & credit unions
  • Regulated & licensed firms
  • HR & people teams
  • Legal, compliance & risk
Browse all templates (opens in a new tab)

Common questions

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

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding or as continuing professional development, with a yearly refresher (best practice).

All staff covered by the conduct rules at UK banks, building societies and other FCA-regulated firms, with a short section for certified staff and senior managers; run by compliance, HR or training teams.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Link to your live session deck
  • Link how to report a concern
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 all three surveys into your AhaSlides account in one click.

Claim the template