Social Media Guidance for Financial Professionals

MILWAUKEE – Quest CE, premier provider of compliance training and tracking technology solutions, today announced the addition of a new Firm Element course to its e-learning catalog.

With social media continuously proving to be an effective communication and marketing tool, the course, “Social Media for Financial Professionals: Creating Compelling and Complaint Content,” is designed to provide guidance to financial professionals from securities, insurance, and financial institution backgrounds who are interested in learning how to utilize this marketing strategy. The course offers insight on how to create and manage social media content across various platforms and provides guidance on strategy, planning, the use of third parties, and the related regulatory guidelines.

Course Topics Include:

What is Social Media?
Why use Social Media?
Who Creates Content and Where Does it Come From?
When Should I Post?
How to I Implement a Social Media Plan?
Six Steps to Social Media Planning
How to Utilize Hashtags
Use of Testimonials
Event Promotion
OCC and NCUA Joint Guidelines
FINRA and SEC Guidelines

For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail sales@questce.com. To view Quest CE’s Firm Element course catalog, click here.

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About Quest CE

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.

Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.