Profitable Lead Generation Course Overview

This Profitable Lead Generation course dives into business development and the lead generation process and explores how to source new business. By breaking down the lead generation process, this course shows you how to identify a target market, sell your personal brand, and sell your product to a prospective client. This course enables client-facing finance professionals like you to find and attract new business through existing networks and by expanding these networks. We teach the skills and tools required to be successful in business development.    

Profitable Lead Generation Learning Objectives

Upon completing this course, you will be able to:
  • Understand the business development process and where lead generation fits in the process
  • Identify your target market, who you should target, and why it is important to be aware of what your competitors are doing
  • Find where to source new business and understand the importance of growing both your internal and external networks
  • Develop your unique selling proposition and your personal capability statement
  • Build your social media presence to help gain recognition and build credibility
  • Undertake targeted calling by developing scripts, getting past gatekeepers, and handling objections

Who should take this course?

This Profitable Lead Generation course is designed for current and aspiring commercial bankers, credit analysts, and other client-facing finance professionals. Anyone in these roles must know how to brand themselves and sell a product. This course provides the tools to grow internal and external networks, source new business, and communicate with prospective clients.  

Profitable Lead Generation


Level 3

Approx 4.5h to complete

100% online and self-paced

Get Started

What you'll learn


Mid-Way Check-in


Qualified Assessments

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

What Our Members Say

Profitable lead generation
Business development procedure and where lead generation fits, how to build a target market, where to source new business, how to develope a unique selling proposition and capability statement and how to develop targeted calling and getting past gatekeepers.

fotaw chambeng vivian

Good Course
Very good fundamentals.

Robert Duncan

Excellent refresher
This course reminded me of some common pitfalls as well as strategies for calling prospects.

David Olson

A great course
A great course on building out a Lead Gen pipeline - lots of examples and practical frameworks - very impressive and good to include within the CBCA program.

Davin Mac Ananey

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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