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Financial Promotion for General Insurance and Protection Products

Corporate Training Partnerships
Course summary
3 hours
345 GBP excl. VAT
Full time
Online courses
Next available date: 11/05/2021 09:30 - Online courses
Last application: Subject to availability
Professional Training

Course description

Financial Promotion for General Insurance and Protection Products

The last ten years have seen a huge growth in regulatory interest in general insurance sales. Financial promotions have received very uneven scrutiny since 2005. Yet, both the FCA and the Advertising Standards Authority are watching this area, looking for what may be a breach of their favourite rule here: clear, fair and not misleading.

Making extensive use of examples, this focused half day seminar will explore the key areas that Marketing, Compliance and Risk managers need to watch out for in the non-investment insurance space.

Specifically, attending will help you:

  • Review the impact of regulatory developments and priorities on financial promotions
  • Update and refresh your knowledge of the relevant conduct of business requirements
  • Examine the application of the rules in key and high risk areas
  • Recognise the differences and similarities between promotions and other communications
  • Check the effectiveness of your procedures
  • Understand how the rules impact the internet and digital media
  • Consider how you can evidence your promotions present fairly what you are offering

Suitability - Who should attend?

Marketing, Compliance and Risk managers responsible for creating, approving or monitoring financial promotions offering General Insurance and Protection products.

Outcome / Qualification etc.

Attendance at this training event can provide 3 CPD hours, counting towards continuous professional development needs.

Training Course Content

  • Core concepts
  • Clear, fair and not misleading
  • Digital media issues
  • Risk management

Course delivery details

This course will be delivered via a real time slide sharing and live audio visual platform, accessible by desktop computer, laptop, tablet or smartphone. Delegate numbers will be limited to ensure a high quality and interactive learning environment.

In-house / Company-specific training

Corporate Training Partnerships can also adapt and deliver this training course in-house, to meet the training needs of your staff.

About provider

Corporate Training Partnerships - CTP: Regulatory, Risk Management and Technical Training for Financial Services Organisations

CTP are a specialist training company serving the financial services sector since 2002. Our clients include both dual (FCA and PRA) regulated and solo (FCA) regulated firms. Fully independent with no consulting or technology arms or products, no third party...

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