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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.

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Course outline at a glance

  • Explain who enforces UDAAP/UDAP and why it matters
  • Quiz
  • Video

  • Apply the tests for unfair, deceptive and abusive
  • Tabs
  • Accordion
  • Flashcards
  • Matching quiz

  • Classify everyday sales, marketing and servicing practices
  • Sorting activity
  • Multi-select quiz

  • Recognise complaint signals that point to UDAAP risk
  • Accordion
  • Checklist
  • Quiz

  • Escalate a practice or script that may mislead
  • Scenario

  • Practice
  • Process
  • Quiz

Final check: 10 questions, 80% to pass

Try some questions from the course

Question 1 of 3

The poster said "no monthly fee" and that was true. What is the main problem?

 

The test looks at the overall impression on a reasonable customer, not whether each word is literally true.

Lesson 1, Why the rule exists, teaches this. See the outline

Question 2 of 3

A customer says "just fix my card". What should you do?

 

Offering a relevant product with clear disclosure is fine. Enrolling someone without clear consent, or saying a product is required when it is not, is not. Silence is not consent.

Lesson 4, Red flags & duties, teaches this. See the outline

Question 3 of 3

You think a script may mislead customers, but it is already approved. What do you do?

 

Approved scripts can still mislead. Raising it early is what your compliance process expects.

Lesson 6, Escalate correctly, 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

Consumer protection & UDAAP

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

Style 1 of 6: Slate mono

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. 5 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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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.

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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);…

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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 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.
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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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