Financial Marketing Workshop Series

Name: Financial Marketing Mastery Workshop Series
Start: 2025-08-15
End: 2025-12-10
Location: zyphariontel Training Centre

Master the art of ethical financial marketing through hands-on workshops designed for different experience levels and industry specializations

Three Distinct Learning Pathways

Whether you're just starting out in financial marketing or looking to specialize in advanced compliance strategies, we've designed focused tracks that match your current expertise and career goals.

Foundation Level

Digital Marketing Fundamentals

Build your understanding of digital marketing principles specifically tailored for financial services and professional practice.

Content marketing ethics and compliance
Social media guidelines for financial professionals
Email marketing best practices
Website optimization fundamentals
Client communication strategies

8 weeks • Evening sessions • Starts September 2025

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Advanced Level

Compliance & Strategy Integration

Deep dive into regulatory requirements while developing sophisticated marketing strategies that balance growth with compliance.

ASIC compliance in digital marketing
Risk disclosure in promotional materials
Advanced client segmentation
Multi-channel campaign coordination
Performance measurement and reporting

12 weeks • Weekend intensives • Starts October 2025

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Specialist Focus

Industry-Specific Applications

Specialized workshops covering unique marketing challenges in mortgage broking, financial planning, and investment advisory services.

Mortgage broker marketing regulations
Investment advisory disclosure requirements
Insurance product promotion guidelines
Superannuation marketing compliance
Cross-selling ethical considerations

6 weeks • Industry-focused modules • Starts November 2025

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Upcoming Schedule

Our 2025 workshop calendar features carefully spaced sessions to allow for practical application between learning modules. Each workshop builds on previous concepts while introducing new challenges relevant to the Australian financial services landscape.

August 15, 2025

Introduction to Digital Marketing Ethics

Foundation workshop covering the basics of ethical marketing in financial services. Perfect for newcomers to digital marketing or those needing a compliance refresher.

September 22, 2025

Content Strategy for Financial Professionals

Learn how to create engaging, compliant content that educates clients while building trust. Includes practical exercises in blog writing and social media planning.

October 18, 2025

Advanced Compliance Workshop

Intensive session covering ASIC regulations, risk disclosure requirements, and how to navigate complex compliance scenarios in your marketing activities.

November 25, 2025

Industry Specialization Seminars

Choose your focus area: mortgage broking, financial planning, or investment advisory. Small group sessions with industry-specific case studies and practical applications.

Learn from Industry Practitioners

Our workshop facilitators bring real-world experience from financial services marketing, combining practical knowledge with current regulatory expertise to guide your learning journey.

Henrik Volkov

Marketing Compliance Specialist

Former ASIC regulatory advisor with 12 years experience helping financial services firms navigate marketing compliance. Henrik specializes in translating complex regulations into practical marketing strategies.

Ravi Calderon

Digital Strategy Consultant

Marketing director for three major Australian financial institutions before launching his consultancy. Ravi focuses on practical digital marketing techniques that work within regulatory frameworks.

Professional workshop environment with financial marketing materials and compliance documents