Marketing Financial Services

Marketing Financial Services


Course Description:  Marketing Financial Services looks at what motivates customers to purchase financial services and teaches participants how to develop a successful marketing plan
$500 NBA or NBA  Members/$650 Non-Members;
A shipping/handling fee is added to AIB Online Courses with textbooks. State sales tax applies to cost of text only. 
16 Weeks
Course Credits
ABA: 3.0; ACE: See below
Required Software
Marketing Financial Services, 7th Edition, 2009.   Course fee includes textbook.

Classroom Training – Textbooks
Purchase textbooks for in-bank or classroom training.  Call (402) 474-1555 to discuss earning ABA credit for in-bank courses.

Audience:  All bank personnel responsible for conceiving or carrying out any phase of a bank’s marketing efforts, including bank personnel in customer-contact and operations positions, management trainees, and persons entering banking at the mid-management level.

Learning Objectives:  After successfully completing this program, you will be able to:
  • Recognize consumer motivation and buying behavior
  • Integrate public relations, advertising, sales promotion, selling, and service distribution functions in your bank’s overall marketing plan
  • Conduct situation analysis and formulate a master marketing strategy
  • Monitor and evaluate performance
ACE College Credit Recommendation:  In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing

The Nebraska Bankers Association is a Local ABA Training Provider.

For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008