Quick Links

Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.

What Will You Learn? 

This course will equip financial advisors with key insights into the role of finfluencers in shaping client perceptions as well as the benefits and risks of finfluencer content.

Advisors will learn how to develop effective strategies and, most importantly, speaking points, for engaging clients who may rely on social media for financial advice.

How Will You Learn?  

CSI’s online learning system helps you meet your study goals. You’ll benefit from: 

  • Online course materials 
  • Learning objectives that help you to keep the learning focused 
  • Online activities that include review questions to help you assess your progress 
  • Access to assistance from CSI’s academic support specialists

What is the course syllabus?

Expand All| Collapse All

Module 1: Introduction to Finfluencers

Topics covered in this module are:

  • The role of finfluencers in modern personal finance and their key characteristics
  • Demographics, motivations, and behaviours of finfluencer audiences
  • Motivations of financial influencers and their sources of monetary gain
  • Benefits and risks associated with finfluencer content in the financial ecosystem

Module 2: The Impact of Finfluencers on Retail Investors

Topics covered in this module are:

  • The role of finfluencers in shaping financial decisions among retail investors
  • Effects of finfluencer advice based on empirical evidence and case studies

Module 3: The Advisor’s Role in a Finfluencer-Influenced World

Topics covered in this module are:

  • Uncovering client exposure to finfluencer content during discovery meetings
  • Developing effective strategies to engage clients who consume online advice