Marketing staff, Compliance and those who have to and those who have to develop or approve Financial Promotions.
This introductory two hour workshop provides those tasked with creating and approving Financial Promotions with a practical opportunity to explore the opportunities and challenges that come with developing compliant Financial Promotions. The focus of this workshop is specifically on creating a culture and mindset of Financial Promotions compliance.
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We’ll look at how the regulator protects customers and discuss the importance of being “tuned in” to what the regulator expects firms to do i.e what it means to have an effective FinProms mindset. We’ll look at the basics of Financial Promotion development and introduce and discuss the key principle of creating “Clear, Fair and Not Misleading” Financial Promotions. We’ll also look at the basic features you need to keep in mind when you are developing Financial Promotions.
Marketing staff, Compliance and those who have to and those who have to develop or approve Financial Promotions.
To be confirmed.
About UsDiscounts are available for group bookings. If you have five or more delegates who would like to attend this workshop, it may be more cost effective to run it in-house. To find out more about group discounts and in-house delivery, please contact at info@thecompliancefoundation.co.uk.