You will be the next reference in Financial Marketing thanks to everything that this TECH programs offers you” 

Why Study at TECH?

TECH is the world's largest 100% online business school. It is an elite business school, with a model based on the highest academic standards. A world-class centre for intensive managerial skills training.   

TECH is a university at the forefront of technology, and puts all its resources at the student's disposal to help them achieve entrepreneurial success"

At TECH Global University

Innovation

The university offers an online learning model that combines the latest educational technology with the most rigorous teaching methods. A unique method with the highest international recognition that will provide students with the keys to develop in a rapidly-evolving world, where innovation must be every entrepreneur’s focus.

"Microsoft Europe Success Story", for integrating the innovative, interactive multi-video system.  

The Highest Standards

Admissions criteria at TECH are not economic. Students don't need to make a large investment to study at this university. However, in order to obtain a qualification from TECH, the student's intelligence and ability will be tested to their limits. The institution's academic standards are exceptionally high...  

95% of TECH students successfully complete their studies.

Networking

Professionals from countries all over the world attend TECH, allowing students to establish a large network of contacts that may prove useful to them in the future.  

100,000+ executives trained each year, 200+ different nationalities.

Empowerment

Students will grow hand in hand with the best companies and highly regarded and influential professionals. TECH has developed strategic partnerships and a valuable network of contacts with major economic players in 7 continents.  

500+ collaborative agreements with leading companies.

Talent

This program is a unique initiative to allow students to showcase their talent in the business world. An opportunity that will allow them to voice their concerns and share their business vision. 

After completing this program, TECH helps students show the world their talent. 

Multicultural Context

While studying at TECH, students will enjoy a unique experience. Study in a multicultural context. In a program with a global vision, through which students can learn about the operating methods in different parts of the world, and gather the latest information that best adapts to their business idea. 

TECH students represent more than 200 different nationalities.   

Learn with the best

In the classroom, TECH teaching staff discuss how they have achieved success in their companies, working in a real, lively, and dynamic context. Teachers who are fully committed to offering a quality specialization that will allow students to advance in their career and stand out in the business world. 

Teachers representing 20 different nationalities. 

TECH strives for excellence and, to this end, boasts a series of characteristics that make this university unique:   

Analysis

TECH explores the student’s critical side, their ability to question things, their problem-solving skills, as well as their interpersonal skills.  

Academic Excellence

TECH offers students the best online learning methodology. The university combines the Relearning methodology (the most internationally recognized postgraduate learning methodology) with Harvard Business School case studies. A complex balance of traditional and state-of-the-art methods, within the most demanding academic framework.   

TECH is the world’s largest online university. It currently boasts a portfolio of more than 10,000 university postgraduate programs. And in today's new economy, volume + technology = a ground-breaking price. This way, TECH ensures that studying is not as expensive for students as it would be at another university.  

At TECH you will have access to Harvard Business School case studies"  

This program has been conceived with the help of the best professionals in Financial Marketing today, who form an unparalleled teaching team with expertise in the subject matter taught. The student benefits from their extensive experience to improve their skills, with unique didactic material that employs the best methodology. As a result, the graduate will be an expert in Financial Marketing, being able to access even the most interesting and high-ranking managerial positions. 

This specialization will be key to you business career. Don't hesitate and enrol now in order to master the secrets of Financial Marketing”  

Syllabus

All the content offered in this Postgraduate diploma has been created following the highest educational standard at TECH, guaranteeing that the student has access to first class reading material. 

During the 375 hours of the program, the teaching staff presents students with practical cases in the field of Financial Marketing in which, using the knowledge acquired in the program, complex situations are solved. Thanks to this, the student obtains a contextual teaching, using the marketing techniques in their own work from the very moment of the course. 

A syllabus that is focused on the professional needs of the students, with the possibility to completely adapt the study of the content to their own rhythm of life. This is achieved thanks to reduced reading load, supported by audiovisual material and without the need to complete an final project piece of work. 

This Postgraduate diploma takes place over 6 months and is divided into 4 modules: 

Module 1. The Economic Environment and Financial Markets 
Module 2. Financial Products and Banking Asset Products 
Module 3. Collective Investment 
Module 4. Financial Marketing 

Where, When and How is it Taught?

TECH offers the possibility of taking this program completely online. Throughout the 6 months of training, you will be able to access all the contents of this program at any time, allowing you to self-manage your study time. 

Module 1.  The Economic Environment and Financial Markets

1.1. Fundamentals of Banking and Finance

1.1.1. Fundamentals of Banking and Finance
1.1.2. Fundamental Variables in Financial Decisions
1.1.3. Financial Activity
1.1.4. Banking Within the Financial System
1.1.5. The Banking Business

1.2. Finance Theory

1.2.1. Statistics Applied to the Stock Market
1.2.2. Mathematics of Financial Operations
1.2.3. Financial Transactions

1.3. Macroeconomics and Monetary Policy

1.3.1. GDP
1.3.2. Financial Balance
1.3.3. The Role of the Public Sector
1.3.4. Monetary Policy and Fiscal Policy

1.4. Measuring Financial Activity

1.4.1. Financial System
1.4.2. Types of Transactions
1.4.3. Financial Instruments

1.5. Main Financial Aggregates

1.5.1. Financial Institutions
1.5.2. Financial Versus Non-Financial Investment
1.5.3. Negotiation Levels

1.6. Markets and the Control of Financial Flows

1.6.1. Structure of the Financial System
1.6.2. Financial Markets
1.6.3. Nature and Objectives of Monetary Policy
1.6.4. Interest Rates

1.7. Bank Accounting

1.7.1. Financial Statements in Banking
1.7.2. Other Balance Sheet and Income Statement Items
1.7.3. Credit Risk and Insolvency
1.7.4. Business Combinations and Consolidation

1.8. The Current Financial Crisis

1.8.1. Failures of the International Financial System
1.8.2. Accounting Standards and Creative Accounting
1.8.3. Bad Banking Practices
1.8.4. Tax Havens

Module 2.  Financial Products and Banking Asset Products

2.1. Public Fixed Income Assets 

2.1.1. Treasury Bills
2.1.2. Government Bonds and Debentures
2.1.3. Debt of the Autonomous Community and Other Public Entities

2.2. Equity Assets

2.2.1. The Regulation of Equity Markets
2.2.2. Companies in the Stock Market
2.2.3. Stock Market Information

2.3. Derivative Financial Products

2.3.1. Short-Term Derivative Products
2.3.2. Options
2.3.3. Swaps
2.3.4. Credit Derivatives

2.4. Structured Financial Products

2.4.1. Structured Interest Rate Swaps
2.4.2. Structured Exchange Rate
2.4.3. Structured Equity Securities
2.4.4. “Commodities” Structures

2.5. Bank Loans to Individuals

2.5.1. Analysis of Effective Rates
2.5.2. Financial Characteristics
2.5.3. Legal Characteristics

2.6. Corporate Banking Asset Products

2.6.1. Bank Discount
2.6.2. Credit Policies
2.6.3. Credit Anticypes

2.7. Mortgage Loans

2.7.1. Appraisals
2.7.2. Mortgage Subrogation
2.7.3. Mortgage Novations

2.8. Working Capital Financing Products

2.8.1. Factoring
2.8.2. Confirming

2.9. Insurance Products

2.9.1. Models and Characteristics 
2.9.2. Regulation and Tax Treatment of Pension Funds and Plans
2.9.3. Marketing of Insurance Products from Credit Institutions

2.10. Liability Products

2.10.1. Remuneration and Profitability
2.10.2. APR
2.10.3. Legal and Tax Aspects
2.10.4. Target Audience

Module 3. Collective Investment

3.1. Investment Funds

3.1.1. Manager and Depositary
3.1.2. Investment Funds
3.1.3. Supervision
3.1.4. Characteristics of the Funds

3.2. Equity Management

3.2.1. Analysis of Investment Funds
3.2.2. Equity Management Tools
3.2.3. Analysis of a Portfolio of Financial Assets
3.2.4. Reinstatement of Truncated Financial Investments

3.3. Asset Allocation

3.3.1. Portfolio Advisory Process
3.3.2. Strategic and Tactical Asset Allocation
3.3.3. Institutional Manager
3.3.4. Strategic Portfolio and Tactical Portfolio

3.4. Portfolio Building

3.4.1. Market Risk
3.4.2. International Investment
3.4.3. Asset Classes, Utility Curves and CAMP
3.4.4. Portfolio Formation Strategies

3.5. Equity Management Strategies 

3.5.1. Markowitz Portfolio Selection Theory
3.5.2. Systematic and Specific Risks
3.5.3. Financial Crisis Management
3.5.4. Portfolio Management in Emerging Markets

3.6. Fixed Income Management Strategies

3.6.1. Fixed Income Portfolio Management
3.6.2. Hedging in Fixed Income Portfolios
3.6.3. Securitizations

3.7. Insurance

3.7.1. Fundamentals of the Insurance Activity
3.7.2. Unit Linked, Coinsurance and Reinsurance
3.7.3. Insurance Sector Institutions
3.7.4. Insurance Companies and Mutual Insurance Companies

3.8. Taxation

3.8.1. Taxation of Financial Products
3.8.2. Taxation of Social Security Products
3.8.3. Spanish Tax Framework

Module 4. Financial Marketing

4.1. Bank Office Market Research

4.1.1. Specific Aspects of Financial Services Marketing
4.1.2. Determining Factors When Choosing a Bank 
4.1.3. Development of New Banking Products and Services
4.1.4. Tools for Bank Marketing Research

4.2. Sales and Communication Techniques

4.2.1. Notions of Psychology Applied to Sales
4.2.2. Techniques to Improve Verbal and Non-Verbal Communication
4.4.3. Negotiation Tactics
4.4.4. Closing and Customer Commitment

4.3. Financial Marketing Plan

4.3.1. Pricing of Banking Products
4.3.2. Product Promotion and Advertising Campaigns
4.3.3. Distribution Systems Used in Financial Services Marketing
4.3.4. Segmentation, Targeting, and Positioning

4.4. New Strategies for Sales Growth and Cost Savings

4.4.1. Electronic Banking
4.4.2. CRM (Customer Relationship Management)
4.4.3. Cross-Selling and Up-Selling

4.5. Relationship Marketing 

4.5.1. Customer Development and Loyalty
4.5.2. Marketing Tools for Customer Loyalty and Retention
4.5.3. Customer Retention Strategies

4.6. Inbound Marketing in the Banking Sector

4.6.1. Effective Inbound Marketing
4.6.2. The Benefits of Inbound Marketing
4.6.3. Measuring the Success of Inbound Marketing

4.7. Developing E-mail Campaigns

4.7.1. Designing E-Mail Marketing Campaigns
4.7.2. E-mail Marketing
4.7.3. Lists of Subscribers, Leads, and Customers

4.8. Corporate Branding

4.8.1. Brand Evolution
4.8.2. Creating and Developing a Successful Brand
4.8.3. Brand Equity

This Postgraduate diploma will be your springboard to the most important and prestigious financial marketing positions"