Marketing for Financial Services: Strategies for Marketing Financial Products and Services

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  • Author: Global Marketing Institute
  • Level: Foundational
  • Study time: 8 Weeks
  • Video time: 8 hours
  • Exams: 1
Course overview

Explore the unique challenges of marketing financial services. Learn how to build trust, ensure compliance, and develop campaigns that resonate with customers seeking banking, insurance, and other financial products.

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Certification included

Achieve certification in financial services marketing, proving your ability to market complex financial products and services while building trust and adhering to industry regulations in a highly competitive environment.

What's included?

  • 8 Chapters
  • 1 Certification
  • 23 Questions
  • 33 Videos
  • 17 PDFs

Become a Financial Services Marketing Manager

As a Financial Services Marketing Manager, you’ll develop strategies to market financial products such as insurance, loans, and investment services. You’ll focus on building trust, engaging target markets, and ensuring compliance with regulations while positioning your brand as a leader in the competitive financial sector.

Personal brand


By mastering financial services marketing, you’ll build your personal brand as a trusted expert in a regulated industry. This course teaches you how to create compelling campaigns for banks, insurance, and investment firms, helping you gain credibility in the financial sector.

Meet the ORGANIZATION

Global Marketing Institute

The Global Marketing Institute (GMI) is dedicated to advancing the marketing industry on a global scale. Through its comprehensive selection of courses, certification programs, and networking opportunities, GMI aims to empower marketing professionals at all stages of their careers. Whether you're a student, emerging talent, or seasoned industry leader, GMI provides resources and tools tailored to enhance your skills, stay up-to-date with the latest marketing trends, and support your career growth. With a focus on inclusivity, cutting-edge knowledge, and global reach, GMI strives to set the standard for excellence in marketing education and professional development.

Patrick Jones - Course author
Become Qualified in

Marketing for Financial Services: Strategies for Marketing Financial Products and Services

Become qualified in marketing for financial services by learning how to create campaigns that engage customers in highly regulated industries. This course covers strategies for marketing insurance, loans, investments, and banking products, ensuring compliance while building trust with financial consumers.

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