Course Overview
Financial promotions are a critical area of regulatory focus, with firms expected to ensure all communications are clear, fair, and not misleading. This mentor-led programme provides a practical understanding of FCA financial promotion rules and how they apply across traditional and digital channels.
Participants will explore how to review and approve promotions, manage risks associated with social media, and ensure appropriate sign-off processes are in place. Through practical scenarios, learners will understand how regulatory expectations translate into day-to-day marketing and compliance activities.
The course also addresses common breaches and emerging challenges, including cross-border promotions and digital marketing trends. By the end of the programme, participants will be equipped to strengthen marketing governance and reduce regulatory risk while supporting business growth.
Hands-On Learning
Apply compliance frameworks through practical promotion reviews and real-world scenarios.
Mentor-Led Sessions
Participate in mentor-led sessions analysing regulatory cases and approval workflows.
Career-Ready Skills
Build skills to manage financial promotion compliance across channels and jurisdictions.
Learning Outcomes
Analyse FCA financial promotion requirements
Design compliant promotion approval processes
Implement social media compliance controls
Evaluate marketing materials for regulatory risks
Communicate compliance requirements to stakeholders
Lead improvements in marketing governance
Prerequisites
Basic understanding of financial services
Familiarity with marketing or compliance roles
Awareness of regulatory environments
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- FCA financial promotion framework
- Key principles and scope
- “Clear, fair and not misleading” standard
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of Financial Promotions and Marketing Compliance, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
Professionals in compliance, marketing, and risk roles within financial services.
Ready to Start Your Learning Journey?
Take the next step in your professional development