CUNA Marketing Compliance eSchool

CUNA Marketing Compliance eSchool
Date:
07/09/2019-07/23/2019
Product Code:
ESMC319
Speaker:
  • $795.00
    CUNA Member Price
  • Non Member Price $1,590.00
  • Learn how to become a member here: cuna.org/join

 
Want to save more?
If you were a CUNA member, you would save $795.00 on this order. Interested in becoming a member? Learn more at cuna.org/join

Your credit union advertising and marketing campaigns are under scrutiny by both examiners and consumers. This intense scrutiny may carry more risk for your credit union. This eSchool will illustrate the actions you, and your credit union can take to mitigate risk in this area.

When attendees register for this eSchool, they receive a complimentary downloadable PDF copy of the CUNA Compliance and Marketing Guide.

This event is endorsed by CUNA Marketing & Business Development Council.

Who Should Attend

This eSchool is beneficial for compliance and marketing staff. CEOs and operations staff at smaller credit unions can also benefit.

Pre-Work Topics

Pre-Work Session 1: NCUA Advertising Rules - Fundamentals (30 minute recording)

  • Understand the fundamentals of the NCUA advertising rules, including the use of the NCUA official advertising statement
  • Learn the requirements of the CAN-SPAM Act
  • Identify when Weblinking disclosures are required

Regulations addressed:

  • NCUA Rules & Regulations including Part 707 and Part 740
  • CAN-SPAM Act

Pre-Work Session 2: Lending Advertising Rules - Fundamentals (30 minute recording)

  • Learn the fundamentals of Regulation Z advertising rules and best practice advertising standards
  • Understand how to appropriately use the Equal Housing Lender and Equal Housing Opportunity logos
  • Learn the requirements of the Fair Credit Reporting Act

Regulations addressed:

  • NCUA Rules and Regulations including Part 707 and Part 740

 

Topics

Deposit Products Advertising Rules
July 09, 2019 // 1:00 – 2:30 pm CT

Learn best practices regarding advertising compliance so you can market all your credit union services, so you can continue to grow!

Learning objectives:

  • Identify trigger terms for deposit products and the required disclosures that must accompany these trigger terms
  • Learn about exceptions to the rules of deposit product trigger terms and disclosures
  • List the requirements of advertising Non-Deposit Investment Products

Regulations addressed:

  • NCUA Rules and Regulations including Part 707 and Part 740

Closed-End Lending Advertising Rules
July 16, 2019 // 1:00 – 2:30 pm CT

The compliance requirements that come with marketing closed-end lending products can often feel like a jungle. This session will help you to cut through the thicket of regulations and understand what may apply to the ad that you’re creating

Learning objectives:

  • Identify Regulation Z trigger terms for closed-end loans, and understand which disclosures must accompany those trigger terms
  • Learn about Regulation Z Special Rules for advertising, as well as Prohibited Acts or Practices
  • Gain an understanding of Regulation N

Regulations addressed:

  • Regulation Z 1026.24
  • Regulation N

Open-End Lending Advertising Rules
July 23, 2019 // 1:00 – 2:30 pm CT

Dive deep into the terms that trigger additional reactions (or disclosures). Not all open-end products are created equal, so let’s dissect the requirements that come with marketing the various open-end products. By the end of this session you will have a clear picture on how to create compliant open-end advertising.

Learning objectives:

  • Identify Regulation Z trigger terms for open-end loans, and understand which disclosures must accompany those trigger terms
  • Understand the difference in advertising rules for home secured and non-home secured loans
  • Learn how to advertise introductory and promotional rates for open-end loans

Regulations Addressed:

  • Regulation Z 1026.16

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This webinar is available to CUNA Training Bundle users at no additional cost.

View Less
Additional Information