Course Methodology

In addition to the classical concepts the course offers, the course employs a wide array of case studies, templates, and Excel sheets to help participants acquire the right marketing competencies and apply them seamlessly and professionally.

Course Objectives

By the end of the course, participants will be able to:

• Define the marketing framework of a financial organization.
• Conduct marketing audits and analyses to better examine the micro and macro environments.
• Combine best practices, tools, and models to implement an effective marketing and sales management system.
• Develop strategies, initiatives, and programs to build and sustain a competitive market advantage.
• Apply planning and the execution of advanced marketing strategies to enhance organizational results.
• Appreciate and make financial services and products unique and specially do their marketing.
• Acquire detailed knowledge of marketing concepts, techniques, skills and tools needed as operators in the financial service industry.

Target Audience

The training course will be of interest to a wide range of marketing, PR, communications, sales and operations professionals. It is of special value to marketing managers in firms, businesses, organizations and institutions of all sizes and in all sectors.

Target Competencies

• Marketing planning of financial services
• Marketing audits in financial sectors
• Macro and micro environments analysis
• Marketing communications
• Marketing research
• Marketing & selling of financial services