Marketing Plan and Program Policy - $275.00


The purpose of this Marketing Plan and Program Policy Template is to address policies, procedures and processes of a bank, credit union, or other type of financial institution related to marketing and advertising directives and functions, including those related to social media.

Table of Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2
Structure of Accountability - Topic 3
Compliance with Laws and Regulations - Topic 4
FDIC Reference
Use of Copyright Material
Community Reinvestment Act Policy Reference
Fair Credit Reporting Act Policy Reference
Fair Housing Act Policy Reference
Fair Lending Policy Reference
Regulation B Policy Reference
Regulation D Policy Reference
Regulation Z Policy Reference
Regulation AA and UDAAP Policy Reference
Regulation DD Policy Reference
Do Not Call Policy - Topic 5
CAN-SPAM Policy - Topic 6
Social Media and Networking Policy - Topic 7
Audit Policy - Topic 8
Staff Training - Topic 9
Retention of Documentation - Topic 10

Includes the following form templates:

Marketing Campaign Request Form (1 page)
Social Media and Networking Acknowledgement (3 pages)

This Marketing Plan and Program Policy Template (approximately 45 pages) is available to purchase from in Microsoft® Word format for $275.00.

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