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LOMA 326
Financial Services Marketing

 

Course Description / Topics

How to Enroll

Ordering Study Materials

For More Information

 

LOMA 326 covers basic marketing principles and the function of marketing in a financial services environment. 
 
Topics Covered:

  • The Marketing Environment
  • Marketing Goals and Strategies
  • Organizing, Implementing, and Controlling Marketing
  • Market Segmentation and Target Marketing
  • Marketing Information Systems and Research Projects
  • Basic Product and Service Concepts
  • Product and Service Development
  • Price and Pricing
  • Customer Behavior and Customer Relationship Marketing
  • Distribution Channel Strategies
  • Promotion and Advertising
  • Sales Promotion and Publicity
  • Personal Selling

How to Enroll

Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today!

 

Ordering Study Materials

 

To order course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com 
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com

 

Textbooks for this course:

Financial Services Marketing (2005); (LOMA; ISBN 1-57974-213-0) [PBD Order # 326-10-05].
Test Preparation Guide for LOMA 326 (2005); (LOMA; ISBN 1-57974-214-9) [PBD Order # 326-40-05].

For More Information

Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar.

LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org


Go to the FFSI main page

Download the LOMA Education and Training Catalog

 

 

 

 

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Download LOMA's 2009 Products and Services Catalog here


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