CFMP: Certified Financial Marketing Professional.

PositionCONTINUING EDUCATION QUIZ - American Bankers Association

The CE quiz in ABA Bank Marketing magazine provides up to 10 continuing education credits per year to Certified Financial Marketing Professional (CFMPs). Each quiz consists of 10 questions taken directly from the articles in each issue and have been preapproved by the ICB for 1.0 credit per quiz. You must correctly answer seven out of the 10 questions to receive the credit.

To take the quiz, please go to www.icbmembers.org, login, and click on "Continuing Education Quizzes (ABA Magazine)" located on the left-hand side of the page. Once you have completed the quiz, you will receive immediate notification of the results, which can be printed and saved for your records. Quiz credits are automatically uploaded to your record and will show under "My Continuing Education Credits" within 48 hours. If you have any questions, contact ICB's Continuing Education Manager at icb@aba.com.

Pop-Ups: The Frontline Service and Sales Tool

By Deb Stewart

  1. Pop-ups can provide clues to tellers to present a targeted product offer; they can also be used for:

    1. Product advertisements.

    2. Public relations.

    3. Service messages.

    4. Prize drawings.

  2. Pop-ups first identify a sales opportunity and then notify the teller when to make a referral or provide the teller with:

    1. A sales message.

    2. Product information.

    3. Space to record customer data.

    4. A reward for making the sale.

  3. Next-product predictions can be made using any of the following factors EXCEPT for:

    1. Current product usage.

    2. Customer preferences.

    3. Segmentation.

    4. Demographics.

  4. Banks start Facebook pages for all of the following reasons EXCEPT to:

    1. Differentiate the bank.

    2. Promote the bank's technological progressiveness.

    3. Drive traffic to the bank website.

    4. Reduce marketing expenditures.

  5. Generally banks keep product promotions on their Facebook page to a minimum because:

    1. Facebook is not an effective selling venue.

    2. Excessive product promotions damage customer engagement

    3. Unpaid product promotions are not allowed.

    4. Viewers don't expect to see them.

  6. The most challenging part about starting a Facebook page is:

    1. The initial planning.

    2. Designing a page.

    3. Creating content.

    4. Dealing with negative posts.

    Expanding into the Blue Yonder

    By Charles Gross

  7. The branch promotion featured a new direct-mail campaign with a new message every:

    1. Two to four weeks.

    2. Six to eight weeks.

    3. Eight to 12weeks.

    4. 14 to 18 weeks.

  8. The mail package that received the best response rate was:

    1. Postcard...

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