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Introduction to Social Media for Financial Professionals


Strengthen financial careers by learning the benefits of social media

As people increasingly turn to social media as a personal and professional resource, companies are now expecting employees to leverage social media and build brand awareness. In today’s environment any financial service professional who embraces the benefits and connectivity of social media will also be able to use it as an effective tool to expand their client base.

Examines how to tailor a variety of social media

The Introduction to Social Media for Financial Professionals course will give any student the relevant tips and tools for targeting the financial sector, including professionals who have never used social media before. From learning the basic definitions and benefits of social media, to maintaining a professional brand image on various social media platforms, this course will give students the confidence to experiment with social media. The ultimate goal: Increase business by harnessing the advantages of social media and gain recognition as a trusted, knowledgeable advisor.

Who should enroll?

The Introduction to Social Media for Financial Professionals course is designed for a variety of students at securities firms, banks, insurance companies and trust firms. This includes salespeople, financial advisors, investment advisors, branch managers and insurance sales people. It is beneficial to anyone interested in social media, especially professionals who have not used social media.

Interested in expanding your knowledge of Social Media? Check out our other courses:

Coming Soon: A NEW Social Media course with IIROC approved CE credits.