Marketing and Management of Financial Products and Services Course
Master marketing and management of financial products with practical tools for segmentation, compliant campaigns, sales processes, KPIs, and risk control—designed for finance professionals driving growth in retail banking and bancassurance.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, practical course shows you how to design compliant, high-impact campaigns for cards, accounts, and protection products across branch, phone, and digital channels. Learn to segment customers, map journeys, refine value propositions, and set up clear KPIs, dashboards, and forecasts while managing risk, regulation, and ethical selling to drive sustainable growth and better customer outcomes.
Elevify advantages
Develop skills
- Design compliant multi-channel campaigns for retail banking and insurance.
- Build profitable customer segments and value propositions for key products.
- Set up KPI dashboards, A/B tests, and 3‑month sales forecasts.
- Implement ethical, regulation-proof sales processes and advisor scripts.
- Align sales teams, incentives, and branch tactics to boost cross-sell.
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 classes 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 help a lot with learning.

André FelipePrompt Engineering Student
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