CFT Financial Services Marketing Diploma

Upon successful completion of the following CFT courses (or a course equivalent), students will gain an in-depth knowledge of financial services marketing for a successful career in the services marketing field.

Required Courses:

  • Principles of Banking OR Banking Fundamentals Suite 
  • Marketing
  • Selling Fundamentals OR Sales Excellence
  • eCommerce
  • Business Communication OR Business Writing
  • Business Ethics

All of the requirements as shown above, PLUS:

  • Advertising
  • Law and Banking: Applications OR Law and Banking: Principles OR Legal Foundations in Banking 
  • Management
  • Economics

And one of the following:

  • Accounting I & II OR Financial Accounting
  • Business Math
  • Statistics


Diploma Requirements and Eligibility:

•All required and elective courses must be completed with a passing grade (D or better) and the student’s overall grade point average (GPA) must be 2.00 or higher.

•All courses must carry a minimum of 2.00 credits unless otherwise noted in the specific diploma and certificate requirements.

•You can transfer up to half of the course credits needed for each diploma or certificate from a college, university, or other educational organization. CFT will also consider awarding credit for other training programs (including internal training) on a case-by-case basis.

•You can complete the requirements of your diploma and certificate at a pace that suits your schedule.

•In order to keep pace with the ever-changing financial services landscape, it is necessary for CFT to revise the course requirements of certain diplomas and certificates from time to time. However, once you have begun the process of completing the requirements for a specific CFT diploma or certificate, you can continue to do so right through to completion, under the requirement guidelines you started with.