Marketing Skills for Finance Staff

Course Overview

During a tough economic climate your financial brand needs to be appreciated as being confident and reassuring. This special workshop has been designed with today's crucial financial marketing needs in mind.

In just one fully packed day, you will learn the key principles behind marketing financial products or services. In addition to outlining some of marketing's essential theories, you will be encouraged to participate in creative practical exercises planned to reinforce your skills, enhance self-assurance and so affirm your value to your team.

Audience

This course is perfect for anyone working in the financial services looking to refresh their core marketing knowledge and make it applicable for one of marketing's most important service industries.

Skills Gained

Benefits for your organisation:

Combining both strategic thinking with highly enjoyable creative exercises, your teams will be ready to enhance your organisation's professional reputation during a tough economic climate.

Benefits for you as an individual:

Whilst this course does not go into the minutiae of FSA regulations, it does help you develop and produce highly creative branded financial communications that win the approval of Compliance Officers. This means getting faster approvals for your work whilst maintaining the highest standards of best financial practice.

You will learn how to:

• Understand the role of marketing in the financial services sector
• Market your brand to a cynical audience
• Promote your financial products and services to key customers
• Apply the classical product life cycle to your products and services
• Work more effectively with financial marketing agencies
• Deal with compliance issues
• Integrate creativity and financial marketing
• Boost your value as a financial marketer
• Design powerful financial campaigns

Course Outline

• What is financial marketing?
• Understanding your financial marketing role
• Understanding the psychology of financial marketing during severe economic climates
• Classic marketing approaches
• Researching your marketing campaign
• Financial branding principles
• Creative exercises

Pre and post learning support:

It would be useful if you could send in advance examples of your work.

To take away from the course:

Course handouts and a Teach yourself Marketing textbook.