// FINANCE · 20 HOURS

FINANCIAL SERVICES SMS COMPLIANCE

TCPA/TCR compliance for banks, lenders, and financial institutions. Covers account consent, debt collection regulations, number reassignment risks, lead list verification, regulatory recordkeeping, and litigation defense.

20 hours 13 Modules Intermediate Certificate Included

// Enroll Now

$197

One-time payment · Lifetime access

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  • 20 hours of self-paced content
  • Professional certificate on completion
  • Lifetime access & future updates
  • 12 modules + final exam

// Learning Outcomes

What You'll Learn

  • Distinguish permissible account alerts from restricted marketing messages under TCPA
  • Implement consent documentation and suppression systems for financial accounts
  • Apply FDCPA/Reg F safe harbor procedures to debt collection SMS programs
  • Mitigate mobile number reassignment risk with NCOA and real-time validation
  • Conduct due diligence audits on third-party lead lists and consent records

// Curriculum

Course Modules

01

TCPA Foundations for Financial Services

1h 30m · Theory

02

TCR Registration

1h 30m · Practical

03

Account Consent Management

1h 30m · Practical

04

Message Classification

1h 30m · Theory

05

Contamination Prevention

1h 30m · Practical

06

Opt-Out Management

1h 30m · Practical

07

Marketing Compliance

1h 30m · Theory

08

Debt Collection Compliance

1h 30m · Practical

09

Number Reassignment Risk

1h 30m · Theory

10

Lead List Risk Management

1h 30m · Practical

11

Regulatory Recordkeeping

1h 30m · Practical

12

Litigation Defense Strategies

1h 30m · Case Study

13

Final Certification Exam

2h · Assessment

// More Courses

Also in the Academy

// Your Credential

Earn Your Certificate

Upon passing the final exam, you'll receive the Financial Services SMS Compliance Professional Certificate — a verifiable credential demonstrating your expertise in SMS compliance for your industry.

Start Earning Now →

// Certificate of Completion

Financial Services SMS Compliance Professional Certificate

Issued by MyTCRPlus Academy

Verifiable Industry Recognized

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