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Guidelines for IIROC Advisors Using Social Media


Engage clients by learning how to use social media under new IIROC guidelines

As people increasingly use tools like Facebook and Twitter to communicate with one another, business professionals are realizing they need to leverage social media platforms to interact with customers. This holds true for investment advisors who want to deepen their connection with current and prospective clients. However, advisors who want to stand out from the crowd by using social media tools must also grasp how to abide by new IIROC guidelines.

Examine how to implement an effective social media plan that meets regulations

The Guidelines for IIROC Advisors Using Social Media course will give students a firm understanding of the best way to incorporate social media into their business strategy. It will also increase their confidence levels and reassure them that they will not be compromising IIROC guidelines. Once students decide they are ready to engage with clients via social media they will be adept at developing a targeted plan and creating properly accepted social media messages.

Who should enroll?

Guidelines for IIROC Advisors Using Social Media is designed for motivated students at an investment dealer. This includes investment advisors and any IIROC licensed individuals. The level of understanding of social media is not a factor. It is beneficial to students with advanced knowledge and to those who have not used social media. This course qualifies for 3 additional CE credits.