Local financial services professional earns national certification

Published 3:00 am Friday, October 21, 2016

Dianna Lee, Marketing & Public Relations Officer at Troy Bank & Trust, was recently awarded the Certified Financial Marketing Professional (CFMP) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

“Earning the CFMP designation validates Dianna’s experience and depth of education in the bank marketing arena,” said Jeff Kervin, president & CEO of Troy Bank & Trust.

The CFMP designation is awarded to individuals who demonstrate excellence in the field of financial services marketing.  To qualify for the CFMP certification, individuals must have certain levels of experience and education in the corporate trust profession, pass an exam and agree to abide by a code of ethics.  The CFMP exam covers many areas including financial principles, laws and regulations, market research, characteristics of marketing plans, and marketing components.

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Originally from Mobile, Alabama, Lee attended Troy University and graduated Cum Laude with a B.S. degree in Speech Communication and a minor in Marketing.  She is the current president of the Pike County Banking Association.  Additionally, she is a past president of the Troy City Schools Education Foundation Board, the Troy Junior Women’s League, and a past member of the Pike County March of Dimes Board.

She has served on the Pike County Chamber of Commerce Education Committee, the Downtown Committee and was selected as the Chamber’s “Volunteer of the Year” in 2011.  She is a member of the Pike County Troy University Alumni Chapter and is on the Advisory Board of the Female Factor.  She is a current board member of the Pike County Habitat for Humanity.

Lee is member of Park Memorial United Methodist Church where she is an active member of the Circle of Hope.  She is married to Danny Lee, and they are the parents of triplets, Lindsay, Eric and Max.

Financial services professionals, working through the Institute of Certified Bankers, initiated the CFMP designation and six others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry.  ICB certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.

ICB, with more than 12,000 certified members, provides financial services professionals with confidence, credibility and recognition through its certifications. As a subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.