FTC Funeral Rule Compliance for Funeral Home Staff

Categories: Death Care Essentials
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About Course

FTC Funeral Rule Compliance for Funeral Home Staff provides funeral service professionals with a clear and practical understanding of the Federal Trade Commission’s Funeral Rule and how it applies to daily operations within a funeral home. The Funeral Rule establishes consumer protections that require transparency in pricing and allow families to select only the funeral goods and services they want.

This course explains the purpose of the Funeral Rule, when it applies, and how funeral home employees must respond when discussing funeral arrangements, prices, and merchandise with families. Participants will learn the proper use of required price lists, including the General Price List (GPL), Casket Price List (CPL), and Outer Burial Container Price List (OBCPL), as well as the disclosures that must be provided to consumers during the arrangement process.

Through practical examples and real-world scenarios, the course addresses common compliance risks such as telephone price inquiries, embalming disclosures, third-party merchandise purchases, and the proper completion of the Statement of Funeral Goods and Services Selected. Emphasis is placed on ensuring that all staff members—licensed and non-licensed—understand their role in maintaining compliance and protecting the funeral home from potential regulatory violations.

Designed as an onboarding training program for funeral home employees, this course promotes ethical service, regulatory compliance, and professional transparency when working with families.

 

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What Will You Learn?

  • Explain the purpose of the FTC Funeral Rule.
  • Identify situations where the Funeral Rule applies.
  • Properly provide and explain the General Price List (GPL).
  • Understand requirements for telephone price disclosures.
  • Recognize prohibited practices under the rule.
  • Apply the Funeral Rule in everyday interactions with families.

Course Content

Course Introduction

  • Course Introduction Video
    03:42

Module 1: Introduction to the FTC Funeral Rule
Purpose: Introduce the rule and explain why it exists. Topics Covered • What the FTC Funeral Rule is • Why the rule was created • Consumer protections established by the rule • Who must comply with the rule • Consequences of non-compliance Key Takeaway The Funeral Rule protects consumers and promotes transparency in the sale of funeral goods and services.

Module 2: When the Funeral Rule Applies
Purpose: Help staff recognize when the rule governs interactions. Topics Covered • Situations where the rule applies • In-person arrangement discussions • Telephone inquiries about prices • Pre-need discussions and information requests • Staff members who may be involved in Funeral Rule compliance Key Takeaway The Funeral Rule applies whenever funeral goods, services, or pricing are discussed with consumers.

Module 3: The General Price List (GPL)
Purpose: Explain the most important compliance document. Topics Covered • What the General Price List is • When the GPL must be provided • Required GPL disclosures • Items that must appear on the GPL • Proper presentation of the GPL during arrangements Key Takeaway The GPL must be provided at the beginning of any in-person discussion of funeral arrangements or prices.

Module 4: Other Required Price Lists
Purpose: Explain additional pricing documents required under the Funeral Rule. Topics Covered • Casket Price List (CPL) • Outer Burial Container Price List (OBCPL) • When each list must be provided • Proper presentation when showing merchandise Key Takeaway Required price lists must be provided before discussing or showing merchandise.

Module 5: Required Disclosures to Consumers
Purpose: Review mandatory disclosures required by the Funeral Rule. Topics Covered • Embalming disclosure • Alternative container disclosure for cremation • Outer burial container disclosure • Cash advance item disclosure • Distinguishing legal requirements from funeral home policies Key Takeaway Consumers must be informed when goods or services are not required by law.

Module 6: Telephone Price Disclosure Requirements
Purpose: Train staff to properly respond to phone inquiries. Topics Covered • Providing prices over the phone • Information that must be disclosed upon request • Responsibilities of staff who answer telephone calls • Common mistakes that violate the rule Key Takeaway Funeral homes must provide accurate price information over the phone when requested.

Module 7: Prohibited Practices Under the Funeral Rule
Purpose: Identify practices that violate FTC regulations. Topics Covered • Misrepresenting legal requirements • Requiring embalming when not legally necessary • Mandatory package sales • Charging handling fees for outside merchandise • Refusing to use third-party merchandise Key Takeaway Consumers must be allowed to purchase only the goods and services they choose.

Module 8: Documentation and Compliance Procedures
Purpose: Explain documentation that supports Funeral Rule compliance. Topics Covered • Statement of Funeral Goods and Services Selected • Proper itemization of charges • Recordkeeping requirements • Staff responsibilities during the arrangement process Key Takeaway Accurate documentation protects both the funeral home and the families it serves.

Course Conclusion

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