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, 7th Edition, 2009.

Credit:  AIB:  3.0

ACE College Credit Recommendation:  In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing

Delivery Options: 

• AIB Online Instructor-led course
  Length: 16 weeks;  Price: $405 members; $505 non-members
  Course Start Dates
  Enroll Online ; Print Registration Form
   

• AIB Self-Study
  Price: $295 members; $375 non-members (text must be purchased separately)
   

• Resources for in-bank training

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