Online course: LOMA 321 - Marketing in Financial Services

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Detalii curs


Marketing in Financial Services (LOMA 321) offers an exciting way for industry professionals to gain critical knowledge of the marketing function and a better understanding of how their efforts contribute to the company’s success and profitability. This course presents basic marketing principles – from research, design, and pricing to distribution and regulation -- in a variety of formats that enable learners to understand and apply these principles in their own jobs.

This highly interactive online course uses an engaging, multi-media approach that includes video, audio, and scenario-based learning. Integrated exams are built right into the course as part of the learning experience, so no separate exam enrollment is required.

This course is geared toward employees in Marketing, Marketing Communications, Sales, Advertising, and Product Development -- whether new to the industry or to the marketing function. Those involved in actuarial and pricing duties, or with responsibilities for legal and regulatory implications or for providing customer service, will also benefit from the information presented in this course.

All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule.

This course counts as credit toward the following designation programs: ACS, AIRC, ALMI, FLMI, LCIC, PFSL, PFLP.

The learners will be awarded with a personalized certificate upon the successful completion of the course and the related exam within 6 months after the enrollment.

Language: English

The course is online can be accessed both from computer and mobile devices.

Obiectivul cursului
  • Describe the major trends in the current economic, technological, social, and legal environments and their impact on marketing life and health insurance in the insurance and financial services arena.
  • Describe the division of insurance regulatory powers between the federal and state or provincial governments in the United States and Canada, particularly how each handles licensing of producers, prohibited sales practices and oversight of sales promotion and advertising.
  • Identify the functions of a marketing information system and how companies use internal databases, marketing intelligence, and marketing research to provide marketing information.
  • Explain the classifications of consumer products and the concepts of product class, product line, product form, product item, and product mix, as well as the environmental, personal, organizational, social, and psychological factors that influence customer behavior.
  • Understand the factors a company considers when selecting a distribution channel and the primary characteristics of the various distribution systems, including ordinary agency, multiple-line agency, personal producing general agency, home service, worksite marketing, location selling, brokerage, and salaried sales.
  • Describe the methods producers use to identify, contact, and qualify prospects and explain how they generate proposals, make sales presentations, answer objections, and close sales.
  • Describe four types of fraudulent, misleading, or unethical sales activities that insurance producers are prohibited from engaging in and specific regulatory oversight – from entities such as FINRA, the SEC and NAIC – aimed at preventing these practices.
Grup țintă

Employees of companies from the insurance and financial services industry.


Module I: Introduction to Marketing

Lesson 1: A Marketing OverviewLesson 2: The CustomerLesson 3: Marketing Technology & Research

Module II: Market Segmentation & Target Market Selection

Lesson 1: Marketing PlanningLesson 2: Market Segmentation and Target Marketing

Module III: Managing the Marketing Mix – Products & Pricing

Lesson 1: Products OverviewLesson 2: Product DevelopmentLesson 3: Pricing Financial Products

Module IV: Managing the Marketing Mix – Promotion & Distribution

Lesson 1: Marketing CommunicationsLesson 2: Personal SellingLesson 3: Advertising, Sales Promotions, & PublicityLesson 4: Distribution

Number of Exam Questions: 60


The participation fee may be subject to changes based on LOMA policy.

Investiția necesară pentru a participa la acest curs include

  • accesul pentru o perioada de 6 luni la platforma de elearning si sustinerea unui test de evaluare
Preț cu TVA
1174.50 RON