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  1. Programs
  2. Certified Financial Marketing Professional (CFMP)

Certified Financial Marketing Professional (CFMP)

American Bankers Association

Certification

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

Differentiate yourself by earning the only industry-recognized certification for bank marketers. The CFMP demonstrates your mastery of Data and Analytics, Leadership, Strategy, Revenue Generation, and more—critical skills for today’s leaders in bank marketing that will set you apart, and elevate your career.

Format

Hybrid

Eligibility Calculator

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

Differentiate yourself by earning your Certified Financial Marketing Professional (CFMP) designation—the only industry-recognized certification for bank marketers. The CFMP demonstrates your mastery of Data and Analytics, Leadership, Strategy, Revenue Generation, Customer Experience, Brand, Communications, Compliance and Risk Management—critical skills for today’s leaders in bank marketing that will set you apart, and elevate your career. Why Pursue Your CFMP Designation? Consider these professional benefits and values of certification: Career Enhancement Differentiate yourself with a credential that sets the standard of professional expertise in the bank marketing industry. Learn more about the value of certification to you and your institution. Continuing Education (CE) Database CFMPs can identify relevant professional development options quickly and easily with the Certification Manager, which highlights programs that have been approved for CE credit. To earn the Certified Financial Marketing Professional (CFMP) designation, candidates must: Meet the eligibility requirements; Submit completed application and fees for desired exam date; Pass the CFMP examination. Requirements You must meet the following eligibility requirements by the time that you take the exam. ABA will accept your application with education/training that is scheduled to be completed by your exam date. ABA certifications are based on U.S. laws and regulations. To be eligible, candidates must have U.S.-based experience to satisfy the experience requirement. Approved candidates may take the exam at U.S. test sites or via live remote proctoring. Experience Tiers The educational requirements to qualify for certification vary on the number of years of experience you have in the field. Option One: BACHELOR’S DEGREE Option Two: 3+ Years of Experience Option Three: 5+ Years of Experience Ethics Statement Each candidate must sign ABA Professional Certifications' Code of Ethics statement. Please note: you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversions or any civil or administrative action from which you have been previously found liable.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

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Locations

Where this program is offered

No locations specified.

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

  • Make data-driven marketing decisions using surveys, competitive analysis and market research
  • Research client profiles to identify needs using CRM and segmentation data
  • Procure data from primary and secondary sources to assess the competitive environment
  • Apply ROI methodologies to measure product sales outcomes
  • Establish digital metrics to determine results of marketing initiatives
  • Collaborate with business lines to measure and increase sales
Career Pathways

Occupations this program prepares you for

  • Market Research Analysts and Marketing Specialists13-1161.00
  • Marketing Managers11-2021.00
  • Securities, Commodities, and Financial Services Sales Agents41-3031.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: developing (Level 2)(based on Certification)

  • Consumer buying habit and preference data — collect and analyze routinely using analytical software to identify emerging market opportunities for assigned product categories.
  • Online surveys, opinion polls, and questionnaires — devise and test independently, applying established sampling principles to ensure data validity for mid-sized research projects.
  • Customer and employee satisfaction assessments — conduct and score using structured measurement tools, producing actionable findings with limited oversight.
  • Research findings and data visualizations — prepare and present in written reports and slide decks, translating complex statistical output into clear business language for internal stakeholders.
  • Marketing and advertising program effectiveness — measure using defined KPIs and analytics platforms, delivering periodic performance summaries to account managers.
  • Market positioning data — gather and synthesize from competitive intelligence sources to support strategic recommendations within a familiar industry context.
  • Sales and marketing trend forecasts — develop by applying regression and trend-analysis techniques to historical datasets in routine analytical environments.
  • Cross-functional research projects — coordinate with statisticians, pollsters, and marketing professionals, managing timelines and deliverables with moderate independence.
  • Graphics and data visualization software — use proficiently to produce compelling charts and infographics that enhance clarity of research deliverables.
  • Sociological and psychological frameworks — apply to interpret consumer behavior patterns and refine audience segmentation in brand research contexts.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported