E-LEARNING COURSE for individuals and businesses
Marketing Communications & Social Media in Finance
ABOUT THIS course
Enrollment duration for individuals: 60 days from purchase date
Price: CHF 250.-
The Marketing Communication and Social Media in Finance e-Learning course equips participants with a clear understanding of how to communicate effectively and compliantly in the financial sector.
Through real-world examples and practical checklists, the course explains what qualifies as marketing communication under MiFID II, MAR, and MiCAR, and how to distinguish it from investment advice or research. Participants will learn to identify regulatory risks in cross-border communication, events, and social media, and apply best practices to ensure professional and compliant engagement across all channels.
TIME
Approximately 50 minutes
LANGUAGE
English
SAQ CREDITS
0.80h
PREREQUISITES
None
TARGET AUDIENCE
Employees working in financial institutions.
CERTIFICATION
Upon successful completion, participants will obtain an SAQ-certified certificate.
ASSESSMENT
A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.
PURCHASE
This course is available as part of a corporate offer or individual purchase.
FAQ
Regulatory requirements for marketing communication in finance, including MiFID II, MAR, and MiCAR, social media and event compliance, and best practices for professional communication.
Marketing, communications, and compliance professionals in financial institutions.
A 10-question assessment with an 80% passing score is required to earn a certificate.
TALK TO AN EXPERT
Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.