Social Media for Financial Services

Successfully originate new accounts on social media in accordance with SEC and FINRA rules and regulations.

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Course Insight

Suitable for all experience levels. This course fits into the Other Finance & Accounting learning path as a practical resource to build targeted capabilities.

Certification FocusedSelf-Paced Learning

SKILLS TO
MASTER

Other Finance & Accounting Basics
Fundamental principles and concepts
Practical ApplicationTrending
Real-world project implementation
Best Practices
Industry standard workflows and guidelines
Problem Solving
Core Concepts
Implementation
Workflow Integration
Optimization
Careers:Relevant for professionals pursuing roles within Other Finance & Accounting.

Quick Facts

Below sections are verified from last major sync. For real-time updates and today's latest lectures, Check official page here.

What You’ll Learn

  • 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 .
  • Demonstrating professional social media etiquette and engaging with third-parties .
  • Rules concerning online advertising vs. online public appearances.
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Description

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.

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Course Curriculum

4 sections • 15 lectures •50mtotal length 50m total length

FAQs

Instructor

ES

Eric Schwartzman

4.3 Rating18,193 Reviews287,539 Students19 Courses
Eric Schwartzman Digital Marketing Consultant I help clients convert mindshare into market share through owned, shared, earned and paid media. • Freelance journalism • White papers • Guest editorials • Primary research • SEO • Commerce content • Media relations • Affiliate marketing • Native advertising • Local advertising • Data visualization • Podcasts • Videos • Content optimization • Article briefs • Editorial calendars • Content operations • Product landing pages I led the center for digital innovation at Howard Industries, a $1B B2B, launched 2 SaaS start-ups and did integrated marketing for entertainment, media and tech clients at one the world's largest PR Agencies. I’m a best-selling author of Social Marketing to the Business Customer. Some of the organizations I've advised are Boeing, Cirque du Soleil, City National Bank, Hard Rock Casinos, Johnson & Johnson, Korn Ferry, Lucasfilm, US Dept. of Defense, US Dept. of State, Inter American Development Bank. My complete library of self-paced, online digital marketing, compliance and security training courses have been taken by nearly a quarter million people worldwide on Udemy and at my own website. Google "social media training" to find my additional courses.

Reviews

⭐4.7 / 5 average rating from 201+ learners

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