Certification

Certified Financial Marketing Professional (CFMP)

American Bankers Association

Median earnings
Cost
Duration
Completion

Differentiate yourself by earning the only industry-recognized certification for bank marketers. The CFMP demonstrates your mastery of Data and Analytics, Leadership, Strategy, Revenue Generation, and more—critical skills for today’s leaders in bank marketing that will set you apart, and elevate your career.

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Skills taught

Make data-driven marketing decisions using surveys, competitive analysis and market researchResearch client profiles to identify needs using CRM and segmentation dataProcure data from primary and secondary sources to assess the competitive environmentApply ROI methodologies to measure product sales outcomesEstablish digital metrics to determine results of marketing initiativesCollaborate with business lines to measure and increase salesLeverage data to support marketing recommendations to executive managementDefine the client journey and identify communication preferencesTrack progress and efficacy of marketing campaignsCreate segmentation strategies to target messagingAlign marketing resources with strategic organisational goalsTranslate strategic goals into actionable marketing tacticsCreate and manage an annual marketing plan and budgetSynthesise industry trends to develop marketing tacticsCreate and measure shareholder value using financial performance metricsQuantify and communicate financial outcomes of marketing initiatives to leadershipDevelop campaigns to meet sales goalsKnowledge of market conditions and deposit pricing in relation to asset/liability managementBuild an effective internal communication planDevelop an external communication plan including public relations and advertisingCreate strategy to build and maintain the brandCreate appropriate content to engage audiences across multiple channelsConstruct a crisis communication planEstablish a complaint management processEnsure compliance with the Community Reinvestment ActCollaborate to ensure ADA compliance across physical and digital channelsManage vendor risk through due diligence and contract reviewDevelop and disseminate accurate marketing information in line with consumer compliance regulationsMonitor advertising content for accuracy, consistency and complianceEnsure compliance with digital advertising guidelines including SEO, SEM and geotargeting
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