Upon completion of this course, you will be able to understand the basics of credit union marketing and have a working knowledge of marketing terms and concepts. This course also establishes the importance of a marketing plan and will assist you to direct and aid staff in its development.

Contents:
• Understanding the Marketing Role
• The Situation Analysis: Where Does Your Credit Union Stand?
• Analyzing Your Competition and Resources
• Putting Opportunities to Work: Developing Goals and Strategies
• Your Credit Union’s Marketing Budget
• The Finished Product: A Sample Marketing Plan
• Measuring Your Success

By successfully completing the optional exam, you can earn 2 credits for the CUNA Volunteer Certification Program (Level 1, Strategic Planning) toward your Certified Credit Union Volunteer designation.