The focus of this unit is how financial services organisations identify customer needs, deliver products to meet these needs and promote them in the marketplace. A key aspect is understanding the importance of being aware of changes in the marketplace which, whilst outside the control of the organization, will have a significant impact on its customers and the way it interacts with them.
It introduces a range of marketing tools, techniques and concepts and examines how these can be used in practice. Attention is paid to how financial services organisations employ marketing practices to ensure sustained and profitable growth in their business.
Particular attention is paid to the importance of effective customer relationship management and the appropriateness of particular types of delivery channels. The linkages between marketing and sales are explored and developed, as is the importance of understanding and meeting the needs, expectations and aspirations of customers to ensure the effectiveness of an organization’s marketing effort. The syllabus topics have been chosen to provide relevant learning about the role of marketing as a core and significant component of management activity in organisations, and its contribution to sales, customer service and profitability.
| Type of module: | Core for Professional DFSM® and Applied DFSM® - Retail Option for Applied DFSM® - Risk |
| Cost: | Distance Learning - £665.00 per unit Distance Learning plus 3 flexible learning workshops - £795.00 per unit Approved Provider - £795.00 per unit |
| Study hours: | 300 hours |
| Assessment: | Comprises three assessment components:
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Download syllabus |
| File type | Adobe Acrobat pdf |
| File size: | 40KB |
| Number of pages: | 6 |
| Download time | 1-2 mins |
