Marketing Financial Services

This course provides a foundation for building a successful career as a Financial Services professional. The concepts can be applied by individuals employed by any financial services organization, commissioned agents, or independent entrepreneurs operating their own businesses. Students will be introduced to Services Marketing concepts the basic principles of Marketing and the difference between Marketing and Sales of Financial Services. Principles covered include: identifying target markets, market segmentation, building an effective Marketing Plan, developing an effective Value Proposition, and a practical strategy to competitively selling Financial Services.

Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.