Certified Financial Services Marketing Professional

A Certified Financial Marketing Professional is a professional designation received by marketing specialists in the finance field. A CFMP indication shows a financial marketing professional’s experience base and level of expertise in the financial marketing field. The Vskills Certified Financial Marketing Professional exam proves that the candidate is capable. It evaluates the candidate on the marketing of financial services. 

Certified Financial Services Marketing Professional: Overview

The Certified Financial Marketing Professional certification examines the candidates on numerous areas in managing service delivery process, performing service marketing, financial management models and interpretation which incorporate the knowledge of consumer behavior, service quality and productivity, service process design and marketing, estimating risks & returns, abilities, and procedures for financial management and analysis. Vskills Certified Financial Services Marketing Manager finds employment in Banks, MNCs, Private Equity (PE) firms, Bancassurance companies, and insurance companies or financial marketing departments of numerous companies.

Vskills being India’s largest certification provider gives candidates access to top exams as well as provides after exam benefits. This includes:

• The certifications will have a Government verification tag.
• The Certification is valid for life.
• Candidates will get lifelong e-learning access.
• Access to free Practice Tests.
• Candidates will get tagged as ‘Vskills Certified’ On Monsterindia.com and  ‘Vskills Certified’ On Shine Shine.com.

Exam Details

• Exam Duration: 60 minutes
• Vskills Exam Code: VS-1099
• Number  of questions: 50
• Maximum marks: 50
• Passing marks: 25 (50%)
• Exam Mode: Online
• There is NO negative marking in this module.

Course Outline

Certified Financial Services Marketing Professional covers the following topics –

Understanding service products, consumers and markets

• Explaining the basics concept of service marketing
• Illustrating consumer behavior in context of services and methods for positioning services in competitive markets

Elements of service marketing

• Describing the process of creation of a service product and designing communication mix for it.
• Understanding the techniques of pricing and revenue management
• Elucidating the basics of distributing services

Managing the service delivery process

• Describing in detail the designing and managing service processes
• Explaining the techniques for balancing demand and capacity for managing the service process
• Detailing the steps for planning the service environment and managing people for service advantage

Implementing service marketing

• Understanding the relevance of managing relationships and building loyalty
• Describing the importance of consumer feedback and service recovery
• Detailing techniques for improving service quality and productivity
• Explaining the process to organize for service leadership

Role of Financial Institutions and Services

Financial Management Models & Their Application in Financial Institutions

Evaluating Risks & Returns of Assets & Liabilities of Financial Institutions

Flow of Fund Analysis of the Borrowing lending behavior, interest rates analysis, interest rates, Yield curve, risk & inflation

Financial Management of Commercial Banks

Development Banks

Financial Planning & Financial Institutions

International Aspects of Financial Institutions

Preparation Guide for Certified Financial Services Marketing Professional

Candidates brewing for the Certified Financial Services Marketing Professional exam should recognize the importance of exam resources. During the exam preparation, it is important to get all the necessary exam study sources. This will provide the benefit to understand the concepts and meaning more precisely. In the preparation guide, we will review some of the most significant resources to help the candidate prepare well for the exam.

Exam Objectives

For every examination, the first task should be to get all the exam relevant details including the important contents and its topic. With complete exam objectives, the candidate’s exam preparation time is better spent because they already know what to study. For this exam, the topics include:

• Understanding service products, consumers, and markets
• Elements of service marketing
• Managing the service delivery process
• Implementing service marketing
• Role of Financial Institutions and Services
• Financial Management Models & Their Application in Financial Institutions
• Evaluating Risks & Returns of Assets & Liabilities of Financial Institutions
• Flow of Fund Analysis of the Borrowing lending behavior, interest rates analysis, interest rates, Yield curve, risk & inflation
• Financial Management of Commercial Banks
• Development Banks

• Financial Planning & Financial Institutions
• International Aspects of Financial Institutions

Vskills Online Learning Material

Vskills provides candidates a way to prepare for the exam using the online learning material for existence. The online material for this is regularly updated. Moreover, e-learning is bundled with hard copy material which encourages candidates to enhance and update the learning curve for superior and better opportunities. The candidate can also download the sample chapter for the Certified Financial Services Marketing Professional exam.

Vskills Brochure 

Vskills also provides a brochure for the Certified Financial Services Marketing Professional exam. The brochure contains all the necessary related to the exam such as details, sample papers, important information, course outline, etc.

Books for Reference

The next step in the preparatory guide should be books and study guides. The candidate needs to find those books which are enriched with information. Finding a good book may be a difficult task, but in order to gather knowledge and skills, the candidate has to find, read, and understand.

Practice Test

Practice tests are the one who ensures the candidate about their preparation for the exam. The practice test will help the candidates to acknowledge their weak areas so that they can work on them. There are many practice tests available on the internet nowadays, so the candidate can choose which they want. Try the practice test here!

Job Interview Questions

If you are preparing for a role in Financial Services, then you must checkout these online interview questions to crack the job interview with ease. Try for free Now !