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CFMP Exam Study Guide - Certified Financial Marketing Professional

Course Summary

This study guide covers everything you'll want to be familiar with entering the CFMP exam. Chapters conducted by professional instructors break down all the relevant topics through engaging video and text lessons.
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5 chapters in CFMP Exam Study Guide - Certified Financial Marketing Professional

Week {{::cp.getGoalWeekForTopic(0, 5)}}
Ch 1. Fundamental Financial Principles {{cp.topicAssetIdToProgress[166207].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - The Balance Sheet: Purpose, Components & Format Score: {{cp.lessonAssetIdToProgress[9171].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9171].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Operations of an Income Statement Score: {{cp.lessonAssetIdToProgress[53993].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[53993].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - The Statement of Cash Flows: Purpose, Format & Examples Score: {{cp.lessonAssetIdToProgress[9173].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9173].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Net Worth: Personal Assets & Liabilities Score: {{cp.lessonAssetIdToProgress[59880].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59880].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What Are Assets? - Definition & Examples Score: {{cp.lessonAssetIdToProgress[7561].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7561].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Liabilities in Accounting: Definition & Examples Score: {{cp.lessonAssetIdToProgress[7487].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7487].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - What Is Operating Budget? - Definition & Examples Score: {{cp.lessonAssetIdToProgress[17193].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[17193].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - How to Prepare a Budget for a Corporation Score: {{cp.lessonAssetIdToProgress[89895].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[89895].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Variances in Budgets: Definition, Calculations & Analysis Score: {{cp.lessonAssetIdToProgress[7530].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7530].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(1, 5)}}
Course Progress Best Score
Lesson 1 - What is a Loan? - Definition, Types, Advantages & Disadvantages Score: {{cp.lessonAssetIdToProgress[15851].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15851].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Comparing Loans & Investments Score: {{cp.lessonAssetIdToProgress[54005].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[54005].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Loan Underwriting: Definition, Process & Purpose Score: {{cp.lessonAssetIdToProgress[63173].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[63173].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Demand Deposit: Definition & Overview Score: {{cp.lessonAssetIdToProgress[10503].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10503].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What Is a Time Deposit Account? - Definition & Example Score: {{cp.lessonAssetIdToProgress[17200].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[17200].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Types of Financial Assets: Money, Stocks & Bonds Score: {{cp.lessonAssetIdToProgress[1983].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1983].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Insurance Coverage for Various Types of Risk Score: {{cp.lessonAssetIdToProgress[13146].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13146].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Personal Property & Liability Insurance Score: {{cp.lessonAssetIdToProgress[59899].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59899].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Sales Promotion in the Promotional Marketing Mix Score: {{cp.lessonAssetIdToProgress[1576].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1576].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - What Is Corporate Finance? - Definition & Fundamentals Score: {{cp.lessonAssetIdToProgress[69810].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69810].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - What is Corporate Governance? - Definition & Key Players Score: {{cp.lessonAssetIdToProgress[166211].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[166211].bestScoreQuestions}}  Take Quiz Optional
Lesson 12 - How Technology Makes Banking More Efficient Score: {{cp.lessonAssetIdToProgress[12602].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[12602].bestScoreQuestions}}  Take Quiz Optional
Lesson 13 - Information Privacy: Laws & Examples Score: {{cp.lessonAssetIdToProgress[9290].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9290].bestScoreQuestions}}  Take Quiz Optional
Lesson 14 - Safeguards & Controls of Banking Activities Score: {{cp.lessonAssetIdToProgress[15041].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15041].bestScoreQuestions}}  Take Quiz Optional
Lesson 15 - The Political and Legal Environment of Marketing Score: {{cp.lessonAssetIdToProgress[1519].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1519].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(2, 5)}}
Course Progress Best Score
Lesson 1 - Marketing Controls: Market Research, Test Marketing & Marketing Statistics Score: {{cp.lessonAssetIdToProgress[2134].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[2134].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Market Research: Definition, Analysis & Methodology Score: {{cp.lessonAssetIdToProgress[7463].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[7463].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Quantitative vs. Qualitative Research in Marketing Score: {{cp.lessonAssetIdToProgress[51015].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[51015].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Public Issues & Their Significance in the Modern Corporation Score: {{cp.lessonAssetIdToProgress[27025].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[27025].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Analyzing, Applying, and Drawing Conclusions From Research to Make Recommendations Score: {{cp.lessonAssetIdToProgress[21119].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[21119].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Market Segmentation: Geographic, Demographic, Psychographic & More Score: {{cp.lessonAssetIdToProgress[1541].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1541].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Positioning and Differentiation in Consumer Marketing Score: {{cp.lessonAssetIdToProgress[1543].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1543].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Marketing Research: Uses & Relevance Score: {{cp.lessonAssetIdToProgress[166215].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[166215].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - External Market Research: Definition & Sources Score: {{cp.lessonAssetIdToProgress[166217].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[166217].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(3, 5)}}
Course Progress Best Score
Lesson 1 - Marketing Environment: External Influences on Marketing Strategy Score: {{cp.lessonAssetIdToProgress[1515].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1515].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Marketing Environment: Internal Influences on Marketing Strategy Score: {{cp.lessonAssetIdToProgress[51010].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[51010].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - What is SWOT: Situation Analysis in Marketing Score: {{cp.lessonAssetIdToProgress[1509].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1509].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Marketing Orientation: Definition & Examples Score: {{cp.lessonAssetIdToProgress[3787].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[3787].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Retail Segments, Target Markets and Marketing Strategies Score: {{cp.lessonAssetIdToProgress[1555].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1555].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Marketing Implementation: Example Plans & Strategies Score: {{cp.lessonAssetIdToProgress[5273].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[5273].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Sustainable Competitive Advantage: Definition, Concept & Examples Score: {{cp.lessonAssetIdToProgress[17642].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[17642].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Cost-Benefit Analysis: Payback & Accounting Rate of Return Score: {{cp.lessonAssetIdToProgress[44840].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[44840].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Measuring Marketing Plan Successes & Failures Score: {{cp.lessonAssetIdToProgress[73642].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[73642].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Marketing Analytics & Metrics Score: {{cp.lessonAssetIdToProgress[59736].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59736].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - Sales Forecasts, Marketing Metrics & Marketing Budgets Score: {{cp.lessonAssetIdToProgress[50059].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[50059].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(4, 5)}}
Course Progress Best Score
Lesson 1 - The Promotional Mix: Target Markets, Buying Decisions & More Score: {{cp.lessonAssetIdToProgress[1570].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1570].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Product Differentiation in Marketing: Examples, Strategies & Definition Score: {{cp.lessonAssetIdToProgress[5277].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[5277].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Branding and Brand Equity in Business Marketing Score: {{cp.lessonAssetIdToProgress[1547].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1547].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Pricing Strategy and Consumer Perception Score: {{cp.lessonAssetIdToProgress[1585].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1585].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Marketing Channel: Definition and Function in the Marketplace Score: {{cp.lessonAssetIdToProgress[1560].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1560].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Distribution Channels in Marketing: Definition, Types & Examples Score: {{cp.lessonAssetIdToProgress[17616].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[17616].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - What is Email Marketing? - Definition & Types Score: {{cp.lessonAssetIdToProgress[59842].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59842].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Communication Tips for Customer Retention Score: {{cp.lessonAssetIdToProgress[57888].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[57888].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - What Is Public Relations? - Definition & Examples Score: {{cp.lessonAssetIdToProgress[9215].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[9215].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Public Relations Management: Skills, Activities & Departmental Structure Score: {{cp.lessonAssetIdToProgress[27026].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[27026].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - Sales Orientation: Definition & Examples Score: {{cp.lessonAssetIdToProgress[3786].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[3786].bestScoreQuestions}}  Take Quiz Optional
Lesson 12 - Ethical Behavior in Marketing: What Are Marketing Ethics? Score: {{cp.lessonAssetIdToProgress[1503].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[1503].bestScoreQuestions}}  Take Quiz Optional

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