Marketing and Management of Financial Products and Services Course
This course equips finance professionals with practical tools to master marketing and management of financial products. Learn customer segmentation, compliant multi-channel campaigns, sales processes, KPIs, and risk controls to drive growth in retail banking and bancassurance while ensuring ethical practices and regulatory compliance.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
Gain practical skills to create compliant, effective campaigns for cards, accounts, and protection products via branch, phone, and digital channels. Master customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasts, plus risk, regulation, and ethical sales management for sustainable growth and improved customer results.
Elevify Advantages
Develop Skills
- Design compliant campaigns across channels for banking and insurance.
- Develop profitable customer segments and value propositions.
- Create KPI dashboards, A/B tests, and sales forecasts.
- Implement ethical, compliant sales processes and scripts.
- Align teams, incentives, and tactics to enhance cross-selling.
Suggested Summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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