Audio/Web Conference: Social Media: Success for Your Firm
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
This program is brought to you by the Society's Leadership & Management Section
Many professionals understand they should be doing more with social media but are unsure where to begin. Uncertainty around what to say, where and how to say it, and how often to do so stop many busy professionals in their tracks. To add to the challenge, many in the industry have to meet standards set by state and federal regulators. This program is designed to help you get a handle on the social media landscape. You'll learn best practices from a marketing and compliance standpoint, and you'll gain the information you need to get started on the right path into the digital frontier.
Attendees will learn:
Jennette Schlinke, MBA, is the director of the advertising communications and support department for NFP Securities, Inc., member FINRA/SIPC. She has worked in the securities industry approximately 15 years, including stints at a mutual fund company, a brokerage firm, and an independent financial services firm, where she served as an analyst. She has specialized in advertising compliance since 2007 and holds an MBA in finance from St. Edward's University.
Stephanie Crain, Vice President, Marketing, has more than 20 years of marketing and public relations experience, which enable her to develop and coordinate highly successful marketing strategies for NFP's individual client group and corporate client group. Using a variety of media outlets, Stephanie ensures that NFP firms in these business segments are aware of NFP's business-building tools and resources. In addition, Stephanie presents nationally on social media issues and leads several NFP social media initiatives. Stephanie is a member of the American Institute of Graphic arts, an active member of the Insurance and Financial Communicators Association, and the Business Marketing Association.