ABA Marketing Financial Services

 

ABA Course Code: 7740

Marketing Financial Services looks at what motivates customers to purchase financial services and teaches you how to develop a successful marketing plan.

Price* $650 Nonmembers / $500 Member
Course Length 16 Weeks - Online
Course Credits ABA: 3.0 ; ICB: 45 CFMP;  ACE: See below
Prerequisites None
Required Software Technical Requirements; Adobe Acrobat Reader
Textbook Marketing Financial Services, 7th Edition, 2009, ABA

Audience

All bank personnel responsible for conceiving or carrying out any phase of a bank's marketing efforts, including bank personnel in customer-contact and operations positions, management trainees, and persons entering banking at the mid-management level.

Learning Objectives

After successfully completing this program, you will be able to:

  • Describe the stages in the marketing planning process
  • List the four elements of the marketing mix as they apply to the marketing of bank services
  • Recognize consumer motivation and buying behavior
  • Identify key issues or strategies relating to banking products and the pricing, promotion and distribution of bank services
  • Integrate public relations, advertising, sales promotion, selling, and service distribution functions in your bank's overall marketing plan
  • Conduct situation analysis and formulate a master marketing strategy 

ACE College Credit Recommendation

In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing.

* Registration for one or more courses that include accompanying textbooks will also incur a shipping & handling fee.