Industry safety training

Finance and Insurance Safety Orientation

No ratings yet

Choose banking and credit unions, lending and loan servicing, securities and investment services, insurance office and customer service, or claims field visits. Practice hazard recognition, task limits, protection and Stop and Ask. Allow 30–60 minutes total for the online orientation and the walkthrough with your supervisor.

FISO-001 · School of Occupational Safety · General Occupational Safety

Open for enrollment · Free with an account · Noncredit. 7 lessons and a 13-question final knowledge assessment.

For: New hires, young and returning workers, temporary employees, supervisors and support staff in NAICS 52 finance and insurance workplaces

The outline and linked public resources are free to read. Create a free account or sign in to save your learning progress. This course’s lessons, learner resources, assessment and standard completion certificate when earned are free. Complete your learner account setup when prompted, then choose your study pace in My Learning.

Read the free introductory lesson → · Browse industry training →

Start without enrollment

Open all seven lessons, activities, the final quiz and supervisor worksheet directly. Practice progress stays in this browser when storage is available. This version does not create an account completion record or certificate; use the account classroom for those records.

Open the full Finance and Insurance course →

Use this course in your company LMS

General awareness; task qualifications remain separate. This course introduces common workplace hazards in finance and insurance. It does not replace required employer, host-site or task-specific training. It does not qualify you for security duties, emergency response, first aid, electrical work, equipment operation, roof access or entry into damaged buildings. It grants no professional license or work or entry permission. The employer must confirm the instructions, skills, qualifications and permission for your actual assignment.

The free SCORM 1.2 package includes all seven lessons, activities, the final quiz and the fillable supervisor worksheet. Sign in to download it, then have your LMS administrator test it in your platform before assigning it to employees.

Download the free company LMS package →

Local package and account-player checks completed. External SCORM Cloud validation is pending; test this release in your company’s LMS before assignment.

Your company LMS manages its learner records and certificates. Use the worksheet with your supervisor during the workplace walkthrough and task instruction.

What you will study

Confirm your role, route and help contact
New work needs clear instruction
Recognize four priority hazard groups
Match controls and protection to the task
Stop and ask when the plan changes
Get help from a safe place
Connect the course to your workplace

Assessment and completion

Complete the lessons in order and correctly answer every practice check. Practice is unlimited. Pass with at least 11 of 13 correct, including the course-scope question about task qualifications. You may retake the final assessment after reviewing missed topics. An assessment attempt counts only when the server confirms it.

After passing, submit a 1–5 star rating to finish the course. Every rating is accepted equally; written feedback is optional. Your account retains the online knowledge completion, and you can download a knowledge record. This course does not issue an OSHA Outreach card or a professional or occupational certification.

Employer workplace component

Begin the supervisor or host walkthrough at a permitted meeting point. Confirm roles, backup contacts, age and task limits, routes, workstation and handling support, PPE, applicable SDS access, threat reporting, lone-work and travel check-ins, and emergency resources. Record open questions, owners, follow-up times and affected tasks that must wait. Exclude confidential security procedures and customer information. The employer records this separately; the online result and worksheet grant no professional license, task qualification, entry or work authorization.

The employer determines applicability and provides instruction in language and vocabulary the employee understands. Where the standard requires interaction with a knowledgeable or qualified trainer, arrange appropriate access through the employer. Training support is asynchronous and has no guaranteed response time. Use the employer’s designated route for urgent safety decisions and required timely trainer access.

Online completion alone does not establish workplace compliance, operator qualification, competent-person status or permission to perform a hazardous task. Keep employer verification and any medical information in the employer’s appropriate records.

Meet the Course Developer →

Learning resources

Version 1.0.0. Federal source review: November 5, 2026. Linked sources support this introductory course; state-plan and employer requirements may add obligations.

Assessment and retake policy · Registration and record policy

Start or continue this course →

All General Occupational Safety courses →

Course developed by Todd Jerome Jenkins, MS, CSP