Intro to Social Media for Financial Services
  • Social Media for Financial Services Overview
  • What to Expect from this Course
  • Why Financial Services Providers Should Use Social Media
  • Professional Social Media Etiquette
Social Networking for Financial Services Providers
  • Facebook for Financial Services Providers
  • LinkedIn for Financial Services Providers
  • Twitter for Financial Services Providers
Social Media Compliance for Financial Services
  • General Regulatory Concerns, Ads & Public Appearances
  • Interacting with Third Party Content on Social Networks
  • Federal Ban on Soliciting Testimonials
SEC, FINRA & FFIEC Rules & Regs
  • Federal Securities & FINRA Record Keeping Requirements
  • FFIEC and Other Regulatory Concerns
  • SEC Reg FD Compliance on Social Media
  • Risk Management Escalation Procedures