Social Media Use online course


This short course provides an overview of important considerations for managers/owners of financial planning practices on the use of social media. The course introduces the relevant legislation which one should consider when using social media in a financial planning practice and includes the use of social media by employees. The course further provides an introduction on how to use social media more effectively in the marketing of a financial planning practice or business. Finally, policies on the use of social media in the financial planning practice is considered to encourage the manager/business owner to consider this as part of the risk management and human resources policies in their business.

Once you have successfully completed this course, you will be able to:
  1. Explain the use of social media in the marketing of financial services
  2. Provide an overview of legislation one should be aware of when using social media
  3. Use social media more effectively in the marketing of financial services
  4. Identify if your financial services practice need to develop a social media use policy and to explain what to include in such a policy.

Online course details


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