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Certified Financial Marketing Professional (CFMP)
About CFMP | Apply | Exam Information | Exam Outline | Benefits | Maintain Certification | Advisory Board
About the CFMP
The Certified Financial Marketing Professional certification is designed to:
- Establish a recognized standard of knowledge and competence for marketing professionals working in the financial services industry
- Formally recognize those who meet these standards
- Provide employers with a tool to identify skilled, knowledgeable professionals
- Support the benefits of professional continuing education and development
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Who should pursue it
- Marketing directors and managers
- Managers with any marketing oversight or responsibility
- Product managers
- Financial planners
- Database specialists
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Knowledge areas
- Financial principles
- Laws and regulations
- Market research
- Characteristics of marketing plans
- Marketing components
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Eligibility requirements
You must meet the following prerequisites in order to qualify to take the CFMP certification examination.
1. Professional Experience & Education
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A minimum of two (2) years of experience in financial services marketing and graduation from one of the following ICB-approved financial services marketing programs:
Five (5) years of experience in financial services marketing and a bachelor's degree.
2. Professional Reference
One letter of recommendation is required from your manager attesting to your qualifications for certification, including your financial services marketing.
3. Ethics Statement
Each candidate must sign ICB's Professional 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 conversations or any civil or administrative action from which you have been previously found liable.
4. Application
You must complete and submit the application. You are required to have met the eligibility requirements by the time that you submit your application.
Maintenance requirements
To maintain your CFMP in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee, and complete 35 credits of continuing education every three years.
Fees
Application & Exam Fee:
$295 for ABA Marketing Network Members;
$495 for non ABA Marketing Network Members.
Fee is 100% refundable upon written request prior to the published withdrawal date.
For information on how to join the ABA Marketing Network, please click here.
Exam Retake Fee: $150
Exam Cancellation Fee: $125
Fee is assessed if candidate cancels or withdraws after the published withdrawal date from a scheduled exam date for which the candidate is registered. However, requests for withdrawal received on or less than seven (7) business days prior to the exam date will not be honored and the entire exam fee will be forfeited. ICB will consider waiving the forfeiture fee in case of a medical emergency. Your request for such a waiver must be made in writing and supported by documentation from a physician, which clearly states that you are unable to appear for the exam due to personal or immediate family medical issues. Requests will be reviewed on a case-by-case basis.
Annual Membership Fee:
$99 for ABA Marketing Network Members
$199 for non-ABA Marketing Network Members
Multiple Certification Discount:
$298 for two certifications; $398 for three or more, ABAMN Member
$350 for two certifications; $450 for three or more, non-ABA Marketing Network Members
Fee is assessed annually every year after certification has been granted.
Benefits and services
Click here for more information about CFMP benefits.
Questions? Please contact icb@aba.com for additional information.
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