Vulnerable Customers: A Short Overview (Finance)
10 Minutes
Financial Promotions: Meeting the FCA's Standards
Title
Topic
Duration
Industry
Jurisdiction
Type
Description
Financial promotions can have a significant influence on consumer decision-making, which is why the FCA places strict requirements on how they are created, communicated and approved. Through realistic scenarios, interactive activities and role-specific learning pathways, this course explores the rules governing financial promotions, including approval requirements, greenwashing risks, Financial Promotion Order exemptions, and the responsibilities of principal firms and appointed representatives. Learners will gain practical guidance on identifying potential compliance issues, supporting fair consumer outcomes, and meeting FCA expectations across digital, social and traditional marketing channels.
Course Objectives
- Identify financial promotions that may be misleading, non-compliant or create consumer harm
- Recognise when a promotion is likely to comply with FCA expectations
- Apply the rules governing the communication, approval and monitoring of financial promotions
- Evaluate when financial promotions require escalation, review or further evidence before publication
Fill in your details below to instantly view the course for free.
This is a trial version of the course Financial Promotions: Meeting the FCA's Standards Please note, we do not offer certificates for trial course completions.
By filling in this form you agree to share your information with VinciWorks. We take privacy seriously, click here to read our privacy notice.