Who will be there:

  • Strategic Marketers
  • Database Marketers
  • Social and Digital Marketing Managers
  • Product Managers
  • Retail Bankers
  • Public Relations and Communications Professionals
  • Financial Services Industry Providers

Attend the School if You:

  • Have a minimum of two or more years’ experience in financial services marketing OR Bachelor’s Degree with a business, economic or marketing related major.
  • Are employed by an ABA-eligible financial institution or ABA Service Member.
  • Hold the CFMP professional certification – earn 51.75 credits for the 2018 session, enough to fulfill your three-year requirement.

Make Your Mark. Earn the Prestigious Certified Financial Marketing Professional (CFMP).

Eligibility requirements to sit for the exam at the end of the School:

Option 1

Completion of either of these schools:

AND one of the following:

  • A minimum of 2 years of experience in financial services marketing, or
  • A Bachelor’s Degree with a concentration in business, economics or marketing

Option 2

Five (5) years of professional marketing experience, which includes a minimum of three years in financial services marketing.