Marketing and Management of Financial Products and Services Course
Gain expertise in marketing and managing financial products using practical tools for customer segmentation, compliant multi-channel campaigns, sales processes, KPIs, and risk management. Tailored for finance professionals in retail banking and insurance to drive growth and enhance customer outcomes through ethical practices and performance tracking.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This practical course teaches designing compliant campaigns for cards, accounts, and protection products across branch, phone, and digital channels. You will learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasts, risk management, regulation compliance, and ethical selling for sustainable growth and improved customer results.
Elevify advantages
Develop skills
- Design compliant campaigns across multiple channels for banking and insurance.
- Develop profitable customer segments and value propositions for core products.
- Establish KPI dashboards, A/B testing, and short-term sales forecasts.
- Apply ethical sales processes compliant with regulations and advisor scripts.
- Coordinate sales teams, incentives, and branch strategies to increase 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 change 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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