Learn about basic marketing theory and effective marketing strategies, such as managing a product line, pricing strategies, advertising, promotion and distribution. After the course, you'll be able to critically evaluate marketing and understand the key decisions at which marketing managers arrive.
Who Should Enrol
Client-contact professionals who advise customers in the purchase of appropriate financial products and services.
After completing this course, participants will be able to:
- Determine an appropriate strategy to reach a target market
- Determine a pricing strategy based on product positioning
- Identify the most suitable distribution channels for the product
- Build communication tools to market the product to the target market
- Develop and implement an effective marketing plan
|Approximate Hours of Study**|
|Study hours||60 - 80 hours|
** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.
|Exam Format||Paper Based|
|Exam Length||3 Hours|
|Question Format||Multiple Choice; True/False; Short Answer|
|Questions Per Exam||N/A|
|Attempts Allowed Per Exam*||3|
|Assignments||Two online assignments (assignments are optional and will not count towards your final grade)|
|Enrolment Period||1 year†|
More information about your course
*Once you enrol in a course you are eligible to book exam sittings. You will not have to pay a fee for a first attempt at any paper-based exam written within Canada at a regular exam centre. International students, your course registration does not cover the cost of exam sittings. You will need to pay an international exam sitting fee for exam centres outside of Canada. This fee applies to each exam you write at these centres and reflects the higher costs associated with holding exams in international locations. A fee is applicable for second and subsequent exam attempts (subsequent exam attempt fee for international students). You cannot exceed "Attempts Allowed Per Exam" for your course.
†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.
Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.
Click below to access CE accreditation information for this course. To search for specific course information, click the icon or press the ctrl key & F key at the same time and enter the course name to search the document for the information you are interested in.
Continuing Education Credits
National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)
Download IQPF/CSF Chart (PDF, 182 kb)
Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.