Social Media for Financial Services
Learn to effectively use social media in financial services while adhering to SEC and FINRA regulations to enhance business communications.
via
Udemy
Brief Summary
This course teaches financial professionals how to effectively and safely use social media. You’ll dive into the must-know rules from SEC and FINRA while exploring platforms like LinkedIn and Twitter to boost your business.
Key Points
- Learn how to safely use social media for your finance business.
- Understand SEC and FINRA regulations regarding social media.
- Explore LinkedIn, Twitter, and Facebook for financial services.
- Discover the business benefits of social media.
- Navigate compliance while engaging online.
Learning Outcomes
- Gain knowledge of social media regulations for financial services.
- Be able to create compliant social media posts.
- Identify the best social media platforms for your financial practice.
- Understand the business advantages of using social media.
- Develop strategies to engage clients online without regulatory issues.
About This Course
Successfully originate new accounts on social media in accordance with SEC and FINRA rules and regulations.
Using Social Media in Financial Services
Social Media for Financial Services Providers guides financial advisers, investment advisers, registered principals and anyone else associated with a broker-dealer or an investment advisory firm through the process of using social media for business communications.
In recent years, regulatory organizations like FINRA and the SEC have issued guidance on how firms and individuals can remain in compliance with all the applicable regulations, while still benefitting from the power of social media.
This course covers what financial service professionals need to know to use social media without running into problems with regulators or their firms.
LinkedIn, Twitter and Facebook for Financial Services Providers
SEC & FINRA social media rules and regs
Business case for financial services providers to use social media
Course Curriculum
4 Lectures
3 Lectures
3 Lectures
Instructor
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Review
Angela F.
Great course covering the basics of social media for Financial Service Providers. Thanks so much!
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Yao A. B. B.
Cours très enrichissant. thanks !
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Abuchie K.
Nice advice
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Muna A.
Thank you
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Amany
The course was value added and I enjoyed, however I have two notes:
1st: There's no notes tab and couldn't find the link for the other course mentioned in section 1
2nd: The second half of the course is oriented to the USA based professionals not that useful for international ones; if I weren't a holder of an American professional certificate, I would have skipped the last 2 sections, but it was informative though. Thank you
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N S. A.
Good
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Dorota R.
Please kindly let me know if there is a chance to receive Certificate from this Course since it is written that is issued at the end but it is a false information.
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Firas H. R.
I really got Some informations and new idea
Thanx alot
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Lama K. E. B.
this course is excellent I feel so happy to know this information which deal with Current labor market
thanks a million
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Vincent D. B.
Very informative. Navigating SEC regulations for social media is paramount for today’s market.