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Marketing Communications for Financial Services

Marketing banking, insurance and investment products means building trust and staying within tight conduct rules at the same time. This programme helps financial services marketers create clear, honest communications that attract customers without misleading them. It addresses treating customers fairly, plain language disclosure and campaigns suited to diverse African audiences and channels.

What you will be able to do

  • Design financial marketing that builds trust and clarity.
  • Apply fair treatment and honest disclosure principles to campaigns.
  • Write plain language communications about complex products.
  • Segment and target financial audiences responsibly.
  • Coordinate campaigns across branch, digital and mobile channels.
  • Review communications for conduct and reputational risk before release.

Course outline

  1. 01Trust as the core of financial marketing
  2. 02Fair treatment and honest disclosure
  3. 03Plain language for complex products
  4. 04Responsible audience segmentation
  5. 05Campaigns across branch, digital and mobile
  6. 06Creative and messaging for financial products
  7. 07Compliance and reputational review
  8. 08Measuring financial marketing outcomes

Who should attend

Marketing and communications staff, product marketers and brand managers in banks, insurers, microfinance and investment firms.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Harare3US$1,500
24 to 26 Aug 2026Kampala3US$1,500
31 Aug to 2 Sep 2026Dar es Salaam3US$1,500
7 to 9 Sep 2026Pretoria3R13,000
14 to 16 Sep 2026Cape Town3R13,000
28 to 30 Sep 2026Online3US$900
5 to 7 Oct 2026Mozambique3US$1,500
12 to 14 Oct 2026Cairo3US$1,500
19 to 21 Oct 2026Accra3US$1,500
26 to 28 Oct 2026Lusaka3US$1,500
2 to 4 Nov 2026Kigali3US$1,500
9 to 11 Nov 2026Nairobi3US$1,500
16 to 18 Nov 2026Durban3R13,000
23 to 25 Nov 2026Johannesburg3R13,000
7 to 9 Dec 2026Mauritius3US$1,500
14 to 16 Dec 2026Dubai3US$1,500
21 to 23 Dec 2026Lagos3US$1,500

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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