WHAT’S INSIDE
  • 35+ minutes of HD Video
TAUGHT BY
Paul J. Laurin
Paul J. Laurin
Attorney at Law
Paul's LinkedIn Profile
Paul J. Laurin heads the Creditors’ Rights practice at a major Los Angeles-based law firm. Mr. Laurin has had experience in virtually all elements of the business litigation process, including pre-judgment provisional remedies, complex law and motion, trial and arbitration. He also possesses significant appellate experience, having appeared and argued before the Ninth Circuit Bankruptcy Appellate Panel and Ninth Circuit on numerous occasions.
This course was produced by Eric Schwartzman, a B2B Growth Marketing Consultant specializing in digital audits, B2B content marketing, B2B SEO, B2B social media marketing, list building B2B email marketing, social media policy development, social media compliance, social media and web development. Schwartzman founded iPRSoftware and is the author of the best selling B2B digital marketing book “Social Marketing To The Business Customer,” the first book on business-to-business applications of social media with a special chapter on SEO For B2B and the Social Media Governance Template.
Social Media for Financial Services – Online Course

10+ videos on how to originate new accounts via social media

Originate new accounts, see ‘money in motion’ events as they transpire and build stronger relationships with your clients through social networks.

  • What you need to know about the SEC & FINRA social media rules and regs
  • The business case for financial services providers to use social media
  • Professional social media etiquette and engaging with third-parties
  • Best practices for LinkedIn, Twitter, Facebook and satisfying audit trails
  • Rules concerning online advertising vs. online public appearances

This is not legal advice or current commentary or analysis. You are viewing 2014 open sourced material and should not rely on its content from a legal perspective.

Using Social Media for Financial Services
Social Media for Financial Services Providers is a comprehensive, self-paced social media training course for financial services professionals including financial advisers, investment advisers and registered principals.

The Social Media for Financial Services Providers online training course is available right now and covers:

Curriculum:
1
2:04
Intro Lecture
2
2:27
Disclaimer
3
2:27
Business Case: Why Use Social Media?
4
2:59
Social Media Etiquette
5
5:03
Facebook for Financial Services
6
3:17
LinkedIn for Financial Services
7
4:30
Twitter for Financial Services
8
5:48
General Regulatory Concerns & Advertising v. Public Appearances
9
2:52
Advertising v. Third Party Content
10
3:14
Testimonials
11
7:04
Record Keeping Requirements
12
2:49
Other Regulations and Concerns
13
3:03
Regulation Fair Disclosure
14
2:02
Risk Management Escalation Procedure
Total Runtime: 35:32
LAUNCH COURSE
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