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About

Professional financial advisors are facing a growing force in their marketplace. Increasingly, clients engaged with social media are turning to the world of “financial influencers”, or “finfluencers”, as their primary source for investment tips, advice, and long-term financial decision-making.

In this landscape, licensed and regulated financial advisors will need to demonstrate their essential value to a growing demographic who are comfortable navigating the complex world of social media-driven advice.

Who should enrol?

Enrol if you are:

  • An Investment Advisor 
  • A mutual fund representative 
  • A Financial Planner 
  • A Wealth Manager 
  • It is recommended for individuals who are subject to CE requirements.