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Marketing and Management of Financial Products and Services Course

Marketing and Management of Financial Products and Services Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This practical course teaches you to create compliant, effective marketing campaigns for cards, accounts, and protection products via branch, phone, and digital channels. You will learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasting, plus risk, regulation, and ethical sales management for sustainable growth and improved customer results.

Elevify advantages

Develop skills

  • Design compliant multi-channel campaigns for retail banking and insurance products.
  • Develop profitable customer segments and compelling value propositions for core financial products.
  • Establish KPI dashboards, conduct A/B tests, and create accurate 3-month sales forecasts.
  • Implement ethical sales processes, regulation-compliant procedures, and effective advisor scripts.
  • Align sales teams, incentives, and branch strategies to maximise cross-selling opportunities.

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.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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