Advertising Compliance

When advertising your institution’s products and services, there are many things to consider, and regulatory requirements should be at the top of the list. Learn what items must be included and when. For example, when does stating an APR trigger additional advertising disclosures in a loan ad? Or which advertisements trigger the use of the FDIC of NCUA logos/language? What triggers the use of the Equal Housing Lender/Opportunity symbol or language? The answers may surprise you. This webinar covers the following:

  • • What is an Advertisement?
  • • Truth in Savings
  • • Insured Accounts
  • • Non-Insured Products
  • •Truth in Lending
  • • Open-end
  • • Closed-end
  • • Fair Lending/Equal Housing Lender/Opportunity
  • • Misc. mentions: UDAAP, CAN-SPAM, Prescreens

This webinar has been approved for 1.75 CRCM CE credits.

PRESENTER: Mary-Lou Heighes 

MaryLouMary-Lou Heighes is President and founder of Compliance Plus, Inc., which has assisted financial institutions with the development of compliance programs since 2000. She provides compliance training for trade associations and financial institutions. Mary-Lou has been an instructor at regulatory compliance schools, conducts dozens of webinars, and speaks at numerous conferences throughout the country.

Involved with financial institutions since 1989, Mary-Lou has over 25 years' compliance experience. Before starting Compliance Plus in 2000, she spent five years working as a loan officer, marketer, and collector. She also worked at a state trade association for seven years providing compliance assistance and advising on state and federal legislative issues that affect financial institutions.

WHO SHOULD ATTEND: Marketing and advertising specialists, auditors, compliance personnel, and other staff who help promote your institution to consumers.

Date: August 24, 2022 Time: 2:00 pm - 3:30 pm EST

Register Here