Training

Compliance training for marketing teams

Training built around your products and your approval process, so marketers know what they can clear themselves and what genuinely needs a second pair of eyes.

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Why compliance training?

Marketing teams grow faster than their compliance processes do. New joiners learn the rules by having work sent back to them, and everything routes through compliance because nobody is confident enough to self-serve.

Compliance training changes that. Marketers learn where the line sits and only submit for review when it's genuinly needed.

Who's it for?

Marketing and growth teams at regulated firms. If your teams grown quickly and had no formal compliance training - this is for you!

It could be of massive benefit anywhere compliance is reviewing work marketers could reasonably clear themselves.

What will we cover?

Every session is bespoke. We build it around your products and your workflow.

A typical session covers:

What counts as a financial promotion
Regulated and unregulated content, and where the boundary sits
Consumer Duty and the regulators's current focus areas
Claims, substantiation, awards, endorsements and trust marks
Product-specific guidance for your own product set
Your review workflow, including when something should go to compliance and when it should go to legal
How claims are stored and linked to products, and how substantiation and expiry are managed
An interactive section using real example assets and scenarios
Format

How we do it

90 Minutes, Interactive

A focused session designed to keep your team engaged throughout - questions, discussion and hands-on work rather than a lecture.

In Person or Remote

Delivered however suits your team best, whether that's on site with everyone in the room or online for a distributed team.

Tailored to Your Work

Built around your own products, approval process and current priorities, so everything covered applies directly to the work your team does day to day.

Materials Licensed to You

You keep the workshop materials afterwards, so you can run the session again for new joiners without paying twice.

Certificates for Attendees

Every participant receives a certificate on completion — useful for internal records, professional development and CPD logs.

Enquire about compliance training

Interactive and flexible
Materials licenced to you
Tailored to your team's specific workflow.

"Adclear reduced approval times significantly and made the whole process far more scalable as we grow. "

Chief Marketing Officer
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Frequently asked questions

Who is Adclear’s compliance training for?

Our compliance training is designed for marketing and growth teams at regulated financial services firms. It is particularly useful for growing teams, new joiners or businesses where marketers are regularly sending work to compliance that they could confidently handle themselves with the right training.

What does the training cover?

The exact content depends on your business, but sessions can cover what counts as a financial promotion, the boundary between regulated and unregulated content, Consumer Duty, claims and substantiation, awards and endorsements, product-specific requirements and your internal review process. We also work through real examples and scenarios with your team.

Can you use examples from our own marketing?

Yes. In fact, we encourage it. The session can be built around your own products, campaigns, claims and approval workflow so your team can apply what they learn directly to their day-to-day work.

Can the training help reduce the amount of work going to compliance?

That is one of the main aims. By giving marketers a clearer understanding of the rules, your products and your internal approval process, teams can make better decisions about what they can handle themselves and what genuinely needs a second pair of eyes.