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FA204: Marketing Financial Services to Women



Explore the marketing opportunity and demand for insurance and financial products that exist among the largest single economic force in the world American women. This course is designed to increase the financial professional’s readiness and effectiveness in marketing to, working with and serving female clients. It incorporates the latest research on women and money, best practices in marketing, relationship building, consultative selling and the six content areas of financial planning (insurance and risk management, cash management, investments, income taxation, retirement and estate planning). Since trust is essential for success in the "Women's Market" and is often absent in how women view financial professionals, the barriers and builders of trust are explored as foundational elements. Both the planning process (i.e. six steps) and scope (i.e. six areas) are examined in detail.


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