P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N
A Provider of AIB Products

AIB Marketing Financial Services

AIB Course Code: 7740

Course Length: 16 weeks

Course Description:
Marketing Financial Services looks at what motivates customers to purchase financial services and teaches you how to develop a successful marketing plan.

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

Textbook:
Marketing Financial Services, 6th edition, American Bankers Association, 2005

Course Credits: AIB: 3.0

ACE College Credit Recommendation:
In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing

Prerequisites: None

Required Software: None


OnLine Course InfoCourse
Code
Start
Date
End
Date
w\Textbook
• Mem $434   • NonMem $621 3005519
3006214
3006215
3006216
3006217
3006119
07/26/10
09/20/10
11/08/10
02/15/11
04/25/11
07/25/11
11/14/10
01/23/11
03/13/11
06/05/11
08/14/11
11/13/11

PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com