- Course type: Self-paced
- Available Lessons: 56
- Average Lesson Length: 8 min
Eligible for Certificate:
Certificates show that you have completed the course. They do not provide credit.
Watch a preview:chapter 1 / lesson 1The Balance Sheet: Purpose, Components & Format
Course SummaryThis study guide covers all of the financial marketing concepts you'll need to know for the Certified Financial Marketing Professional (CFMP) exam. Lessons are taught by professional instructors who break down all the relevant topics through a simplified instructional style. Study at any time, and be sure to take the course's practice quizzes.
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5 chapters in CFMP Exam Study Guide - Certified Financial Marketing Professional
Course Practice TestCheck your knowledge of this course with a 50-question practice test.
- Comprehensive test covering all topics
- Detailed video explanations for wrong answers
About This Course
This course was constructed for those preparing to tackle the CFMP exam, with lessons going over all the material you may encounter come test day. You'll refresh and bolster your knowledge of essential financial principles while learning about related strategies and regulations. Topics discussed in this study guide include:
- U.S. banking laws
- Conducting and applying market research
- Planning and analyzing marketing strategies
- Facets of marketing methodology
About the Exam
The CFMP exam offers certification for the purpose of more distinguished recognition and/or better chances of advancement within the field of financial marketing. The test is comprised of five knowledge areas: product development and delivery channels (18% of exam), risk management (9%), customer experience and sales (26%), revenue generation planning (32%), and branding and communications (15%).
Preparing & Registering for the CFMP Exam
This study guide includes lessons with both videos and transcripts of the material, allowing you to choose the way you review the content. The timeline featured beneath every video lets you jump around key points of the lessons, while the transcripts come with key terms and topics emphasized in bold. You can keep tabs on your progress through the chapters in the dashboard feature, where you can also check out links to pertinent practice quizzes and ask questions of subject-matter experts if you're feeling lost.
To be eligible to take the CFMP exam, applicants must possess a minimum of two years experience in the financial services field and have graduated from one ICB-approved marketing program. After applying, you can expect to receive an approval/denial email within two weeks, which (if approved) will include your exam site.
CFMP exam is a registered trademark of the American Bankers Association (ABA), which is not affiliated with Study.com.
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