This training document provides an in-depth summary of advertising guidelines for various financial products according to Regulation Z. It will cover requirements for open-end credit, closed-end credit, mortgages, home equity lines of credit, deferred interest and promotional interest offerings. The webinar will define what constitutes a trigger term, required disclosures, and analyze sample advertisements. It will also briefly discuss FDIC and HUD advertising rules. The webinar is intended to benefit compliance officers, regulatory attorneys, risk officers, and marketing staff.

1. Advertising Guidelines for Lenders
This training is an in-depth study of the advertising guidelines of Regulation Z. It will delve into the
requirements of the rules for open-end credit offerings, closed-end credit offerings, mortgages, HELOCs,
deferred interest offerings, and promotional interest offerings.
Why Should You Attend:
Regulation Z has very specific advertising requirements for open-end and closed-end credit,
with special rules for mortgage lending, home equity lines of credit and credit cards.
This webinar will address all of these requirements. The instructor will take an in-depth look at
what constitutes a ‘trigger term’ and what disclosures must follow as ‘triggered’ terms. This
webinar will look at several advertisements and break each down to determine if it complies. It
will also briefly discuss FDIC and HUD advertising rules.
Areas Covered in the Webinar:
Open-end Credit Advertising Rules
Closed-end Credit Advertising Rules
Trigger and Triggered Terms
Mortgage and HELOC Specific Advertising Disclosures
FDIC and HUD Advertising Rules
Advertising Disclosures Specific to Type of Medium
o Print
o Internet Based
o Television & Radio
Who Will Benefit:
Compliance Officers
Regulatory Attorneys/In house Counsel
Risk Officers
Marketing Staff
Staff with roles and responsibilities in Compliance, Risk and Proofreading.
For more details visit us at:
http://www.complianceonline.com/ecommerce/control/trainingFocus/~product_id=703237?
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