Kleinbart - Learning and Development Solutions

Try a KLDS E-learning course

Marketing and Selling Financial Services


Marketing and selling financial services differ from the equivalent techniques for products or other types of services. This course, therefore, focuses on the unique life cycle of developing, launching, marketing and selling new financial services. To ensure the practical orientation of the course, participants apply the methods taught in the course to simulate the development and sale of new financial services.

Course Content

  • The uniqueness of financial services
  • Marketing life cycle
  • Marketing vs. sales
  • Developing new financial services
  • Launching and marketing new financial services
  • Selling financial services
  • Customer relationship management (CRM) in financial services
  • Evaluating service quality
  • New trends in marketing and selling financial services


2 days for up to 12 participants

Target Audience

People involved in developing, marketing and/or selling financial services who want to improve their methods and skills in those areas.