Financial Service Marketing - Courses - 1

GEORGE BROWN FULL-TIME PROGRAMS GUIDE 2008-2009




Financial Services
Marketing Management - Financial Services Program

Program Code: B406
Program Length: 12 months (2 semesters in-class, 1 co-op term)
Starting: September, January
Certification: Ontario College Graduate Certificate
Location: St. James Campus
Apply to: www.ontariocolleges.ca

Admission Requirements and Fees

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List of Courses

Check the availability and status of this program: 2007/2008 Start Dates
2008/2009 Start Dates
Note: Due to ongoing program improvements courses are subject to change without notice.


FAST TRACK TO A GREAT CAREER IN MARKETING AT GEORGE BROWN COLLEGE
There is demand for marketers within the financial industry who understand the special needs of financial services customers with a strong marketing acumen. The Marketing Management - Financial Services postgraduate program at George Brown College teaches you to be able to turn customer and market information into insights to create strategic marketing programs and communication campaigns for financial products and services. This involves using technology to capture and harness vast amounts of information to provide insights about how to successfully market to different customers and build long-term profitable relationships with customers. The program combines the basics of database marketing plus preparation to write the Canadian Securities exam, a requirement for most positions within the financial services industry.

INDUSTRY-READY CAREER SKILLS
Apply marketing concepts and principles to the financial services sector in Canada and globally.
Develop and implement effective strategic marketing plans for financial products and services.
Use industry standard software to analyze data to provide marketing insights and create professional marketing analysis reports and presentations.
Create strategic customer relationship building marketing communications and loyalty building programs.

CAREER OPTIONS
You will be prepared to succeed in a variety of corporations, particularly within banks, mutual fund companies and other financial institutions and within the agencies and suppliers that service the industry. Marketing positions include titles such as:

Advertising or Promotion Co-ordinator
Marketing Co-ordinator
Assistant Customer Segment Marketer
Assistant Account Director (Direct and Interactive Agencies)
Brand or Product Assistant
Marketing Analyst
See Sample Career Opportunities for Grads.

FUTURE STUDY OPTIONS
For information on future study options, see transferguide.georgebrown.ca.

CO-OP AT GEORGE BROWN COLLEGE
Employers have told us that they are more likely to hire a student with co-op experience than a student without experience. Our co-op program gives you the real-life experience that employers demand.

Co-operative Education Website

REQUIRED COURSES
In order to graduate, you must successfully complete 13 courses and a co-op work term.

SEMESTER 1
MARK1027 Marketing Management
MARK1105 Personal Selling and Communications
COMP1192 Computer Applications for Database Marketing
MARK1024 Marketing Seminar Series
MARK2037 Database Marketing Strategies I
FIN2001 Canadian Securities I
COOP1000 Co-op Preparation Course

SEMESTER 2
Co-op Work Term

SEMESTER 3
MARK1039 Financial Analysis for Marketing Strategy
MARK2039 Data Analytics and Data Mining
FIN2002 Canadian Securities II
MARK1031 Principles of Marketing for Financial Services
MARK2044 Principles of Marketing Research
MARK1107 Direct and Interactive Marketing

Due to ongoing program improvements courses are subject to change without notice.

For more information
Call George Brown School of Financial Services
at 416-415-5000, ext. 2160
E-mail: financialservices@georgebrown.ca
Or 416-415-2000 or 1-800-265-2002


http://www.georgebrown.ca/Marketing/FTCal/bus/B406.aspx
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Dept/School School of Business and Economics, Exeter University

Duration 9 months or 12 months full-time.
Entry Requirements A good relevant first degree from a recognised university. Please note that work experience is not required. If English is not your first language and you did not complete your first degree in English, we will require an English language test.
Course Fees Fees per year 2007/08 UK/EU £7,950 (full-time); International £11,250 (full-time).
Course Contact Shirley Learmonth
Study Options Full-Time
Start Month(s) October
Taught/Research Taught



MSc in Marketing and Financial Services
For details of Full fee masters scholarships visit www.admin.ex.ac.uk/academic/scholarships/postgraduate/fullmasters.shtml

The MSc in Marketing and Financial Services combines Exeter’s long tradition of excellent research-based finance teaching with a range of innovative marketing modules. Designed for UK and international students alike, this is a cutting-edge programme not available at other British universities and promises superior career prospects in marketing, financial services, or at the interface between the two.

Within a dynamic and challenging environment you will learn with the experts, have contact with successful practitioners, work on a full dissertation project, and develop your studies alongside an international base of students. The programme is especially appropriate for marketing graduates wanting to develop a career in the marketing and promotion of financial services, as well as business/accounting/finance graduates wishing to specialise in marketing within financial services.

The MSc is available as both a 9-month and (subject to approval) a 12-month programme which gives students the option of graduating, and getting into the job market, earlier than many graduates or of completing a 30-credit dissertation over the summer, allowing them to explore in greater depth an area of study that interests them.

Entry requirements A good relevant first degree from a recognised university. Please note that work experience is not required.

Modules

1. Five core modules: Fundamentals of Financial Management; Investment Analysis 1; Financial Research Skills; Strategic Marketing Management; Banking and Financial Services.
2. a) 9-month programme only: 15-credit Dissertation in Semester 2. b) 12-month programme only: 30-credit Dissertation over the summer.
3. Options: Choose four options (for the 9-month programme) or three options (for the 12-month programme) from a list of Marketing and Finance modules.

Assessment Modules are assessed by a combination of coursework and written examination.

Special features Students are offered non-assessed intensive computing training, covering Datastream, Reuters and other financial databases and software systems. There is also the opportunity to take part in an optional tour of European Stock Exchanges, which gives students the opportunity to see the operations of these important institutions at first hand and meet with their officials.

http://www.findamasters.com/search/showcourse.asp?btype=3&cour_id=1999
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LOMA 326
Financial Services Marketing



Course Description / Topics

How to Enroll

Ordering Study Materials

For More Information



LOMA 326 covers basic marketing principles and the function of marketing in a financial services environment.

Topics Covered:

The Marketing Environment
Marketing Goals and Strategies
Organizing, Implementing, and Controlling Marketing
Market Segmentation and Target Marketing
Marketing Information Systems and Research Projects
Basic Product and Service Concepts
Product and Service Development
Price and Pricing
Customer Behavior and Customer Relationship Marketing
Distribution Channel Strategies
Promotion and Advertising
Sales Promotion and Publicity
Personal Selling
How to Enroll

Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today!



Ordering Study Materials



To order course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com



Textbooks for this course:

Financial Services Marketing (2005); (LOMA; ISBN 1-57974-213-0) [PBD Order # LOMA 326-10-05].
Test Preparation Guide for LOMA 326 (2005); (LOMA; ISBN 1-57974-214-9) [PBD Order # LOMA 326-40-05].



For More Information

Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar.

LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org

http://www.loma.org/LOMA326.asp

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Marketing Financial Services
ACE Transcript Data: ABAN-0171
Organization: American Bankers Association
Location: Internet-based Course.
Length: 16 weeks Structured Internet-Based Study .
Dates: April 2000 – Present
Description: 16 weeks Structured Internet-Based Study. Participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Objective: To provide an understanding of how banks use marketing, and the elements in a marketing plan.
Learning Outcome: Upon successful completion of this course, the participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Instruction: Major topics covered in the course are key marketing concepts; marketing planning; the strategic marketing process; the development of a situation analysis; setting goals and objectives and identifying strategies and tactics; consumer and organizational buying behavior; marketing research and marketing information systems; segmentation and positioning strategies; product strategy and new product development; pricing strategy; distribution strategy; promotion strategy for personal selling and for advertising; public relations and communications; organization, implementation, and evaluation; the wholesale side of banking; and the future of bank marketing. Methods of instruction include textbook, interactive-web exercises and discussions, and computer scored quizzes. Evaluation methods used include assignments, a mid-term and a final exam.
Credit Recommendation: In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing (9/03) (6/07).

American Council on Education • One Dupont Circle NW • Washington DC, 20036 • credit@ace.nche.edu

http://www.acenet.edu/nationalguide/course/?cid=59721
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Professional Sales Initiative
The College of Business Administration at Nicholls State University has embarked on a Professional Sales Initiative with a threefold purpose:

Draw high-ability students toward sales careers.
Help students develop critical success skills through innovative curricula and facilities.
Promote sales professionalism in the Bayou Region by engaging area sales professionals in the PSI.
INNOVATIVE CURRICULA
Students interested in sales careers can enroll in two programs designed to position them for success in the field of professional sales. Marketing majors can pursue a concentration in professional sales, while business administration majors can pursue a concentration in financial services marketing.

The professional sales concentration includes three specialized sales courses (Professional Selling, Sales Management and Advanced Professional Selling) in addition to other required and elective marketing courses.

The financial services marketing concentration for business administration majors combines the knowledge of financial services products, typically taught in finance courses, with marketing and sales skills taught in marketing courses. Students in this program will complete three courses in both marketing (Services Marketing, Professional Selling and Advanced Professional Selling) and finance (Insurance, Investments and Real Estate), as well as courses in Income Tax Accounting and Money and Banking, and other required and elective courses.

These innovative new curricula are designed to produce committed graduates with a stronger foundation of professional selling skills.

http://www.nicholls.edu/marketing/professional-sales-initiative/
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Marketing videos for Financial advisors

We know that not every idea you hear will fit your personality or will fit with your business. So we've lined up ten great presenters, each with a dozen ideas that can make the difference in your business, get you off that production plateau, and have your colleagues wondering how you made such a big jump in income so fast.

Smart producers don't reinvent the wheel - they get a wheel from someone who has already spent the time to perfect it. If you're a financial planner, stockbroker, life agent or investment advisor wanting to blow the doors of your production, you have got to listen to these experts!

You can choose from a variety of topics and speakers to suit your interest. Each comes with video, audio and speaker notes. Simply click on the Topics tab above to choose from the great list of presenters and take the first step towards becoming a big producer today!

http://www.4-financial-advisors.net/
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Guerrilla Marketing For Financial Advisors

The following provides course information, as well as pricing, author, and educational credit information for the course you selected.

Grant Hicks and Jay Conrad Levinson are the authors of the best-selling marketing series in history, Guerrilla Marketing: Secrets For Making Big Profits From Your Financial Advisory Business!

"Guerrilla Marketing" has sold over 14 million copies worldwide and influenced marketing so much that today this book appears in 39 languages and is required reading in many MBA programs worldwide.

Chapter Summary
Chapter 1 - Build a Better Business and Marketing Plan

Chapter 2 - Getting New Clients from Outside Sources

Chapter 3 - Getting New Clients from Internal Marketing

Chapter 4 - Introducing New Clients

Chapter 5 - Wowing New Clients

Chapter 6 - Mastering Service for All Clients

Chapter 7 - Taking Your Business to the Next Level

Chapter 8 - Marketing Principles for Financial Advisors

Chapter 9 - Follow up Plan - Guerrilla Action Plan Worksheets
"Guerrilla Marketing For Financial Advisors" contains over forty dynamic marketing ideas for Financial Advisors, wholesalers, insurance agents, stockbrokers and their assistants.
About The Provider: Grant Hicks, President of Hicks Financial is one of Canada's leading authorities on marketing financial services. He is a dynamic and entertaining speaker with an amazing ability to motivate audiences to achieve more. The average attendee writes seven pages of notes and is captivated by his brilliant marketing ideas.

He co-authored Guerrilla Marketing for Financial Advisors with Jay Conrad Levinson - considered one of the best-selling marketing series in history. Collaboratively, these experts uncover all aspects of marketing for financial advisors including prospecting, client management, referrals and professional image.

Grant runs his Retirement Planning Practice, speaks and writes and manages a website for financial professionals from his offices in Parksville, British Columbia on beautiful Vancouver Island, Canada.

Grant played professional hockey in Europe before starting a career in financial services. His background includes recruiting 60 representatives as a manager of a financial planning firm in less than three years and building a clientele from $1 million in assets to over $40 million in less than two years. Grant was also a top producer with the BC Credit Union Financial Planning Association.
Price: $34.97
More Info:

http://www.abtrainingcenter.com/showPADetails.asp?TCID=1000663