Client Money Training (CASS) | 5Mins

Stay compliant with Client Money Training (CASS) in minutes, not hours.

5Mins.ai transforms complex Client Money Training (CASS) regulations into micro‑lessons your team can finish between tasks.

3–5‑minute micro‑lessons keep training efficient.
Real‑time dashboards prove completion in a single click.
Automated reminders drive 100 % completion—no manual chasing.

Hundreds of HR teams trust 5Mins.ai to simplify compliance and boost engagement.

All your Client Money Training (CASS) needs in one place

Here's a sneak peek of all the bite-sized lessons we offer in our Client Money Training (CASS) course.

Introduction to Client Money & CASS

Get a quick introduction to Client Money rules and the CASS framework.

Segregation Basics

Learn the essentials of segregating client money from firm money.

Insurance Case Study – Risk Transfer vs Trust

Explore a case study on insurance: risk transfer versus trust arrangements.

Day-to-Day Handling – Accounts & Controls

Understand the daily processes for managing accounts and controls under CASS.

Calculations & Reconciliations

Learn the process for accurate CASS calculations and reconciliations.

Governance, Errors & Continuous Improvement

Explore governance, handling errors, and driving continuous improvement in CASS compliance.

Compliance training that your team won't dread

Compliance training and maintaining compliance is critical, but let's be honest, no one really likes doing it.

With 5Mins.ai you can:

Speed up training by 3 - 5x
Save your employees hours
Boost engagement by 6 - 10x
Gamify the full training experience

Kill the admin headache

Save up to 20 hours EVERY MONTH on compliance training admin through 5Mins.ai's system.

Fully automate enrolment, reporting and reminders. Never have to chase your team to do their compliance training, or scramble through spreadsheets for completion reporting ever again.

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Ensuring 100% compliance has never been easier

No more constantly following up with your team to do their compliance training.

Assign, track and monitor progress at the touch of a button with our dynamic in-depth reports, send automated reminders and get completion to 100% without the hassle.

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See how 5Mins can transform your compliance training

Explore 5Mins further with one of our learning experts and see why employees in 80+ countries love learning with 5Mins.

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