LOMA 18 July 2019
Marketing in Financial Services (LOMA 321) offers an exciting way for industry professionals to gain critical knowledge of the marketing function and a better understanding of how their efforts contribute to the company’s success and profitability. This course presents basic marketing principles – from research, design, and pricing to distribution and regulation -- in a variety of formats that enable learners to understand and apply these principles in their own jobs.
This highly interactive online course uses an engaging, multi-media approach that includes video, audio, and scenario-based learning. Integrated exams are built right into the course as part of the learning experience, so no separate exam enrollment is required.
This course is geared toward employees in Marketing, Marketing Communications, Sales, Advertising, and Product Development -- whether new to the industry or to the marketing function. Those involved in actuarial and pricing duties, or with responsibilities for legal and regulatory implications or for providing customer service, will also benefit from the information presented in this course.
All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule.
This course counts as credit toward the following designation programs: ACS, AIRC, ALMI, FLMI, LCIC, PFSL, PFLP.
The learners will be awarded with a personalized certificate upon the successful completion of the course and the related exam within 6 months after the enrollment.
The course is online can be accessed both from computer and mobile devices.
Employees of companies from the insurance and financial services industry.
Module I: Introduction to Marketing
Lesson 1: A Marketing OverviewLesson 2: The CustomerLesson 3: Marketing Technology & Research
Module II: Market Segmentation & Target Market Selection
Lesson 1: Marketing PlanningLesson 2: Market Segmentation and Target Marketing
Module III: Managing the Marketing Mix – Products & Pricing
Lesson 1: Products OverviewLesson 2: Product DevelopmentLesson 3: Pricing Financial Products
Module IV: Managing the Marketing Mix – Promotion & Distribution
Lesson 1: Marketing CommunicationsLesson 2: Personal SellingLesson 3: Advertising, Sales Promotions, & PublicityLesson 4: Distribution
Number of Exam Questions: 60
The displayed period is indicative, being online the course is available at any time.
The course can be completed within 6 months of enrollment.
The necessary investement for this course is of 190 USD+VAT/participant.
The participation fee may be subject to changes based on LOMA policy.