Southeast Regional

Center for Financial Training

 

Tel.   904-354-4830     

Fax   904-354-1834

Website: www.cft-flsc.org

 

     Financial and Business Planning for Bank Marketers

This AIB course is designed to educate bank marketers and others with marketing responsibilities about the integration of the marketing discipline with the financial and business functions of the bank. Marketing in banking has evolved from a promotions-centered function to an analytically focused discipline. Marketing is both an art and a science, and marketing professionals must demonstrate both creative and critical thinking skills to excel in today’s demanding environment. The primary objective of this course is to help bank marketers communicate and collaborate with other bank managers through a planning and budgeting process designed for their individual bank.

 

Financial and Business Planning for Bank Marketers

AIB Course #

AIB-2749

Credit Hours

1

Other Availability:

(See website for details)

In--Person, Self-Paced Online

 

 

   Audience: Designed for marketing professionals and others with marketing responsibilities who want to better understand the dynamics of their bank’s financial structure, the mechanics of revenue generation, and how these integrate with marketing initiatives and strategies. It will be best appreciated by marketing professionals early in their marketing professionals early in their marketing career, experienced marketers who are new to banking, employees who want to develop marketing skills, and managers responsible for sales or sales management.

 

    Learning Objectives

 

   At the conclusion of the program participants will be able to:

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

..\Enroll_form.pdf