AIB - Marketing Financial Services

AIB - MARKETING FINANCIAL SERVICES

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

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:

  • Recognize consumer motivation and buying behavior

  • 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

  • Monitor and evaluate performance

Textbook:  Marketing Financial Services, 6th Edition, 2005.

Credit:  AIB:  3.0; ACE: 3.0 (AIB online version only)

Delivery Options: 

For further information, call NYBA Education at (212) 297-1679.

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