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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-services/
课程评论:没有评论
Coursera 课程摘要:金融服务行业社交媒体应用 本课程“金融服务行业社交媒体应用”旨在指导金融顾问、投资顾问、注册主管以及所有与券商或投资咨询公司相关的专业人士,掌握在业务沟通中使用社交媒体的流程。 近年来,FINRA 和 SEC 等监管机构已发布指南,阐述了公司及个人如何在利用社交媒体强大力量的同时,保持对所有适用法规的合规性。本课程将涵盖金融服务专业人士需要了解的关键内容,以确保他们在合规的前提下,有效利用社交媒体开展业务,规避监管机构或所在公司的潜在风险。
Using Social Media in Financial Services Social Media for Financial Services Providers guides financial advisers, investment advisers, registered principals and anyone else associated with a broker-dealer or an investment advisory firm through the process of using social media for business communications. In recent years, regulatory organizations like FINRA and the SEC have issued guidance on how firms and individuals can remain in compliance with all the applicable regulations, while still benefitting from the power of social media. This course covers what financial service professionals need to know to use social media without running into problems with regulators or their firms.