ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Social Networking for Financial Professionals (Facebook, Linkedin etc.)

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training


Maintaining strong communication with a network of clients is one of the most critical and relevant activities for the finance professional. Social networking tools allow the client-focused, independent finance professional to improve and maintain contact with a vast network of people. Social networking is fast, effective, far reaching, and results are immediate.

The Social Networking phenomenon and its applications, such as Facebook, Twitter, LinkedIn and Blogging, are discussed in the context of the finance professional’s business workflow and the ease with which they enable all-important communication and interactive contact with clients. The strengths and business benefits of each are presented. Business protocols have changed and this course will help you, the finance professional, move to the leading edge by taking advantage of these innovative tools. During the course, we will create accounts within each of the four most prevalent social networking platforms and start to build & optimize content to establish familiarity and trust through brand recognition, for a solid business presence on the internet. We will look at examples of successful business social media accounts, including a number of blogs, and you’ll discover how each has been used to establish expertise, trust, optimized communication and brand recognition. The objective of this course is to provide finance professionals with the new and innovative tools they require for effective communication with their clients.

Participants may bring materials to class including logos, relevant photos, etc., to begin to develop actual content on the social networking sites.


  • How is Social Networking Changing the face of business
  • Establishing Trust through Facilitated Communication and Interactive Access between You & Your Clients
  • Facebook for Business
  •    Etiquette
  •    Two-Way Communication & Simplified Contact with Clients / Client Relationship Management
  •    Branding
  •    Integration with your existing Website
  •    Uploading existing contacts
  • Twitter based Marketing
  •     Opportunities, plans and applications in Business
  • Blogs and Forums
  •    Creating a site with your brand
  •    Content and Comfort Levels
  •    What is significant to clients?
  • Brand Development, Communication on the Net and Customer Relationship Management Using Social Networking Tools
  • •
  • Applications: Facebook, LinkedIn, Twitter, Blogging, Forums & Others

Price: $329 + applicable taxes

Max Students: 12


*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.


If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or for more details.

ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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