Marketing A Certificate Program Through Direct Mail

1
Marketing A Certificate Program ThroughDirect
Mail

• Carol Lee Roberts
• DePaul University

2
Time Frame for Mailings

• Materials should reach students 6 to 8 weeks in
  advance
• Make sure to provide adequate time for production
  and printing

3
Sources for Mailing

• Purchased Sources
• Publication lists Example Registered
  Representatives, Investment Advisors
• Non-Purchased Sources
• Alumni
• Current Students
• Former Students

4
Tracking Sources

• Use of Identifier Codes
• Graph of Registration

5
Registrations
6
Marketing Certificate Programs

• Using Annual One-Day Events to Promote Your
  Certificate Program
• Nancy Goode
• Queens University of Charlotte

7
What Your Institution Gains From These Events

• Income
• Exposure
• Loyalty to your institution

8
Who is Your Target Audience?

• The same people who want or need the CFP
  Certification

9
Steps to Creating a Successful One-Day Event

• Rely on the experts
• Choose an Advisory Board or Committee who will
  help insure your success.

10
More Steps to Success

• Hold planning meetings
• Cutting edge topics
• Heavy Hitter speakers

11
More Steps to Success

• Maximize the number of CE credits
• Credits, credits, credits

12
More Steps to Success

• Market financial planning educational program
  start dates
• Vendor booths
• Use CFP certificants

13
The Most Important Step to Success

• Send brochures to all inquiries
• Invite alumni to all events

14
When Your Event is Over

• Evaluation form
• Keep mailing
• Stay in touch
• CFP, CERTIFIED FINANCIAL PLANNER and CFP (with
  flame logo) are certification marks owned by
  Certified Financial Planner Board of Standards,
  Inc. These marks are awarded to individuals who
  successfully complete CFP Boards initial and
  ongoing certification requirements.