Professional Development

Price includes refreshments, lunch and course materials.

Level: Foundation

Key issues:

Understand some of the most crucial classical theories and practical techniques which promote your financial products or services.

The purpose of this course:

This very special workshop has been designed specifically for professionals in the financial services sector. In a packed day, you will learn the key principles behind marketing financial products or services.

In addition to outlining the theories you will be encouraged to participate in creative practical exercises, which will reinforce your skills and enhance your self-assurance.

Who this course is for:

This course is perfect for anyone working in the financial services looking to either refresh their core marketing knowledge, or introduce themselves to one of the most creatively stimulating areas of marketing communications.

Benefits for your organisation:

This course offers the ideal foundation to provide a fuller understanding of the marketing principles affecting financial services. Combining both strategic thinking with highly enjoyable creative exercises, your teams will be ready to enhance your organisation’s professional reputation.

Benefits for you as an individual:

By understanding how to develop and produce highly creative branded financial communications that even win the approval of Compliance Officers, you can become more confident about your ability to deliver effective financial campaigns.

You will learn how to:

• Understand the role of marketing in the financial services sector
• Improve your financial copywriting techniques
• Promote your financial products and services
• Apply the classical product life cycle to your products and services
• Work more effectively with financial marketing agencies
• Deal with compliance issues
• Segment your customers
• Address the competition and learn from their mistakes
• Integrate creativity and financial marketing
• Boost your creative value
• Design powerful financial campaigns

Course content:

• What is financial marketing?
• Understanding your financial marketing role
• Understand the psychology of financial marketing
• Pricing policies
• Classic marketing approaches
• Researching your marketing campaign
• Financial branding principles
• Creative exercises

Pre and post learning support:

It would be useful if you could bring along examples of some of your work to consider during the course

To take away from the course:

Course handouts and a Teach yourself Marketing textbook.

Professional Standards

All of our marketing courses are based on CIM's Professional Marketing Standards, ensuring that marketers at all levels of seniority gain the practical skills that employers require to improve business performance. Review our Professional Marketing Standards framework