---
title: Financial Services Marketing | RGM® Training
url: https://realgrowthmatters.com/training/financial-services-marketing/
updated: 2026-06-10
source_html: https://realgrowthmatters.com/training/financial-services-marketing/
---

## The 6 modules.

Foundational watching · 3 videos

**Before you go deep on tactics, watch these three.** Hal Varian on the Google Ads auction (the mechanism that runs the modern web). Apple's design philosophy (what design-as-strategy actually looks like). Steve Jobs rolling out Think Different (the best recorded master class in brand and leadership). These teach you how to think, not just what to do.

[Essential watching hub →](/learn/essential-watching/)

Complete each module's quiz at 90% or higher. Pass the strategic scenario. Move to the next. Complete all 6, take the final exam, and earn your RGM-607 certification.

[### FinServ marketing landscape

FinServ marketing landscape sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, and the fai…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/finserv-marketing-landscape/)[### FINRA and SEC compliance

FINRA and SEC compliance sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, and the failur…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/finra-and-sec-compliance/)[### Wealth management and high-net-worth

Wealth management and high-net-worth sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, an…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/wealth-management-and-high-net-worth/)[### Banking and credit card marketing

Banking and credit card marketing sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, and t…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/banking-and-credit-card-marketing/)[### Fintech vs incumbent positioning

Fintech vs incumbent positioning sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, and th…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/fintech-vs-incumbent-positioning/)[### Trust and authority building

Trust and authority building sits at the operational heart of financial services marketing. This module covers the principles, the operating cadence, and the fa…

10 questions
1 scenario
90% to pass](/training/financial-services-marketing/trust-and-authority-building/)

### Supporting reading from /learn/ and /glossary/

- [Growth marketing primer](/learn/concepts/what-is-growth-marketing/)
- [Performance marketing primer](/learn/concepts/what-is-performance-marketing/)
- [CAC](/glossary/cac/)
- [LTV](/glossary/ltv/)
- [ROAS](/glossary/roas/)
- [North Star Metric](/glossary/north-star-metric/)