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Advertising Lending Products: Do’s and Don’ts

Today more than ever financial institutions are competing for consumers who want loan products. Whether the lending is loan for a car, home or credit card there are rules and limits to what a financial institution can and must include in an advertisement for such products. In this webinar, we will give you solid advice and actionable steps that you can take when creating, reviewing and implementing lending advertisements.

We Will Cover:

  • Trigger terms and triggered disclosures
  • Advertising mortgages and HELOCs
  • Advertising promotional and introductory rates
  • Advertising deferred interest programs

Who Should Attend: Chief Operating Officers, department heads, marketing managers, auditors, contracting officers, counsel, and Compliance Officers should attend this webinar.

Air date: May 28, 2020

(TODs are current as of the date aired)


  • Stephen Bowe
    • Stephen is a Senior Consultant for Capco RISC Consulting, LLC. As a member of the Regulatory Advisory Services team, he advises clients on numerous banking and finance company related issues and assists with the development of new products including quick reference guides, calculators, hot issues, whitepapers and webinars. He is the associate editor of the Capco Banker’s Guide to Compliance (the Big Orange Book). Steve also conducts training for both federal regulators and financial institutions of varying asset sizes. His areas of expertise include: the Truth In Lending Act, Equal Credit Opportunity Act, Fair Credit Reporting Act, Credit Card Act, Title X of the Dodd-Frank Act, Fair Debt Collections Practices Act, Truth In Savings Act, Electronic Funds Transfer Act, E-SIGN Act, and multiple state RISA and consumer finance laws.

Training on Demand's are limited to Premium Members. If you are interested in learning more about Premium Membership and its benefits, please contact us at

Premium Members get access to a number of compliance and risk management resources, including: • Live Webinars • On-Demand Training • Big Orange Book • TRID Calculator • Quick Reference Guides (QRGs) • Monthly Compliance Calendar • Advertising Tutorial

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