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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

LOMA | Evaluated Learning Experience

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Financial Services Marketing (LOMA 326)

Marketing of Financial Services to Individuals

Independent study and proficiency examination program administered from the central offices of LOMA.


Varies-independent study. 


November 2004 - December 2015. 

Instructional delivery format: 
Proficiency exam
Learner Outcomes: 

Upon successful completion of the course, students will be able to: discuss the use of strategic marketing principles and practices in the financial services industry; describe how financial services companies use marketing research and marketing information systems; describe the primary types of financial services products; explain how financial services products are developed, priced, and distributed; explain how financial services companies advertise, promote, and sell their products; and explain methods used by financial services companies to strengthen customer relationships. 


This course covers basic marketing principles and the functions of marketing in a financial services environment. Topics include: Basic marketing principles; planning, organizing, implementing, and controlling marketing activities; marketing research and marketing information systems; market segmentation, target marketing, and positioning; financial services products; product development, pricing, and distribution; marketing communication overview; personal selling and sales promotion; advertising and publicity; customer behavior and customer relationship marketing. Financial services applications illustrate course content.

Credit recommendation: 

In the upper division baccalaureate degree category, 3 semester hours as Marketing in a Business curriculum (7/06) (6/12 Administrative Review). NOTE: This course and Life and Health Insurance Marketing (LOMA 320) overlap in content. Credit is recommended for the completion of only one course.