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Social Media for Financial Services

14+ videos on what Financial Services Professionals should pay attention to in Social Media Marketing

Originate new accounts, see ‘money in motion’ events as they transpire and build stronger relationships with your clients through social networks.

  • What you need to know about the SEC & FINRA social media rules and regs
  • The business case for financial services providers to use social media
  • Professional social media etiquette and engaging with third-parties
  • Best practices for LinkedIn, Twitter, Facebook and satisfying audit trails
  • Rules concerning online advertising vs. online public appearances

This is not legal advice or current commentary or analysis. You are viewing 2014 open sourced material and should not rely on its content from a legal perspective.

Using Social Media for Financial Services
Social Media for Financial Services Providers is a comprehensive, self-paced social media training course for financial services professionals including financial advisers, investment advisers and registered principals.

The Social Media for Financial Services Providers online training course is available right now and covers:

In this course, we would cover the following:

  1. Intro Lecture
  2. Disclaimer
  3. Business Case: Why Use Social Media?
  4. Social Media Etiquette
  5. Facebook for Financial Services
  6. LinkedIn for Financial Services
  7. Twitter for Financial Services
  8. General Regulatory Concerns & Advertising v. Public Appearances
  9. Advertising v. Third Party Content
  10. Testimonials
  11. Record Keeping Requirements
  12. Other Regulations and Concerns
  13. Regulation Fair Disclosure
  14. Risk Management Escalation Procedure


Your Instructor


Conversion Hub
Conversion Hub

We transform organisations digitally through user research, training, software empowerment and change management. Please visit us at Digital Marketing Singapore , Usability Testing Singapore and App Developer Singapore.

The Comply Socially series is licensed under CC By 4.1 International License from Eric Schwartzman and socialmediatraining.com.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!