‘Business Building Symposium’
ING introduces ‘Business Building Symposium’ for bank-affiliated financial professionals
Early response to new training opportunity indicates content useful in understanding retirement income options for clients & new approaches to practice management
West Chester, PA - May 16, 2007- Insight into the latest best practices, new tools and resources, and retirement income options are the focus of a new ING Variable Annuities Business Building Symposium designed to support bank-affiliated financial professionals, according to John Harline, head of financial institutions distribution for ING Variable Annuities.
The Business Building Symposium was introduced to bank organizations earlier this year, and demand has significantly exceeded expectations, Harline reports. More than 20 symposiums were completed during the first quarter, and more than 30 are already scheduled or requested by banks through this summer.
Harline said that each bank organization’s symposium marketing, course content, and follow-up steps can be customized to whatever degree required to ensure symposium results are consistent with each bank’s business development strategy and practices. “Our goal is to help our bank-affiliated financial professionals help their clients,” Harline said. “Banks typically enjoy a strong level of trust among their clients—this symposium gives bank-based professionals a deeper knowledge base and ultimately helps them credibly build on that trust and potentially earn more clients,” he said.
The ING Business Building Symposium is designed to support three general priority areas that ING research indicates bank-affiliated advisors have a strong interest in:
Education: Insight and best practices pertaining to the rapidly evolving financial services industry.
Practice Management: New tools, resources and techniques to help bank-based professionals efficiently grow their practice and ultimately improve the client experience.
Innovative Solutions: Development of actionable steps and ideas that successfully support clients’ retirement income goals and priorities.
Harline explained that the ING Business Building Symposium is more than course content designed around annuities’ role in retirement income. He said the symposium template furnishes customized invitations to the banks’ perspective guests, content that focuses on value-added programs for the banks, and customized follow-up steps based on feedback from the bank’s symposium participants. Harline said ING Variable Annuities wholesalers are prepared to work with bank organizations to shoulder whatever element of the symposium the bank needs.
Banks-affiliated distribution organizations interested in learning more about the new Business Building Symposium should contact their ING Variable Annuities wholesale representative, or contact ING at 800-555-1885.
http://www.ing-usa.com/us/aboutING/pressreleases/1031722.html
----------------
CODE: FS3005C
TITLE: MARKETING OF FINANCIAL SERVICES
BRIEF DESCRIPTION: This module develops knowledge and understanding of the factors affecting marketing in the financial services sector.
Syllabus
The financial services marketing environment
The distinctive aspects of services marketing; micro and macro environmental forces; new developments and trends
Marketing strategy
Planning, organising and implementing marketing operations; marketing as a management function
Market research
Establishing a marketing information system; the marketing research process
Market segmentation
Target marketing; market segmentation, targeting and positioning the financial services organisation in the marketplace
The marketing mix:
Product strategy; new product development; product life cycle
Pricing considerations and strategies
Distribution channels; the impact of technology; on-line marketing; multiple channel strategies
Promotion strategies; advertising, sales promotion, public relations; sponsorship; the internet as a promotion tool
People in the marketing mix; personal selling and sales force management; the selling process
Physical evidence and processes
Customer care
The dimensions of customer care; service quality and service recovery; global marketing
Ethical issues in the marketing of financial services
Ethics in relation to the individual and society as a whole, unethical behaviour in financial services marketing: fraud, misrepresentation, misselling, misleading information, discrimination
Bibliography
Books
Ennew, C., Watkins, T. & Wright, M. (1995) 'Marketing Financial Services', Butterworth- Heinemann Ltd. 2nd
Harrison, T. (2000) 'Financial Services Marketing', Pearson Education
Kotler, P. & Armstrong, G. (2003) 'Principles of Marketing', Prentice-Hall International Inc. 10th
Meidan, A., (1996) 'Marketing Financial Services', Macmillan Press Ltd.
Meidan, A.; Lewis, B. & Moutinho, L. (1997) 'Financial Services Marketing' The Dryden Press
Academic Journal Articles (accessible electronically via Athens)
Ciccotello, C. and Wood, R.E. (2001) ‘An investigation of the consistency of financial advice offered by web-based sources’ Financial Services Review, 10, 1 5-18
Coelho, F & Easingwood, C. (2003) Multiple channel structures in financial services: A framework’ Journal of Financial Services Marketing 8, 1 22-34
Dommeyer, C. J and Moriarty, E. (2000) ‘Comparing two forms of an email survey: embedded vs atached' The International Journal of Market Research, 42, 1, 39-50.
Moschis, G., Bellenger, D. and Curasi, CF. (2003) ‘Financial service preferences and patronage motives of older consumers Journal of Financial Services Marketing, 7, 4, 331-340.
Professional Journal Articles
Salmon, J. & McGinty, G. (2003) ‘Selling Point’, Financial World June 2003 32-35
Websites
The Financial Services Ombudsman: http://www.financial-ombudsman.org.uk
CD-ROMs
The Marketing CD-ROMs - The Multimedia Marketing Consortium
https://intranet.londonmet.ac.uk/prog-plan/module-catalogue/3/fs/fs3005.cfm
--------------------------
Showing posts with label Courses and programs. Show all posts
Showing posts with label Courses and programs. Show all posts
Wednesday, March 5, 2008
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
This document opens in a new window.
The Admission Requirements and fees document is in .pdf format and requires Adobe Acrobat Reader to view it.
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
------------------
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
--------------
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
-----------------
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
----------------
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/
-------------------------
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/
-----------------
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
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
This document opens in a new window.
The Admission Requirements and fees document is in .pdf format and requires Adobe Acrobat Reader to view it.
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
------------------
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
--------------
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
-----------------
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
----------------
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/
-------------------------
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/
-----------------
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
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