Video on demand | Air date: June 6, 2018

How do you navigate the sea of social media and define your digital footprint?

This webinar will equip you to leverage popular social platforms like Twitter, LinkedIn, Facebook and Instagram for marketing and brand building — while helping you manage your reputation. It will also help you understand how to harness user data and behavioral insights to get the most from your online presence to better grow your business. With this webinar you will discover who you can reach, how you should reach them and how to get the most from your audience.

  • Understand the links between social media and building your business in the wealth industry
  • Connect with younger potential clients
  • How to leverage social media to maintain your brand and manage reputational risk
  • Learn how to grow your business using user data from digital media

Institute accredited CE

CFP, CHS, CHFC, CLU and equivalent designations*

*Equivalent designations may include, but are not limited to, CA, CFA, CPA, CEBS, CFP, CGA, CIM, CMA, CMP, CSWP, EPC, FCSI, MTI, PFP, RFP, RPA, TE, TEP

It is the responsibility of participants to confirm that Institute-accredited and Institute-approved CE meet the CE requirements of other relevant organizations and provincial licensing bodies. For more information on Institute-accredited CE visit:

About the instructor

  • Andrew Jenkins

    Andrew Jenkins

    Principal, Volterra

    Andrew Jenkins has provided social media strategy and social selling services to numerous mid to large enterprises such as CIBC, Royal Bank of Canada, BMO Nesbitt Burns, National Bank, Sirius XM Canada, the Globe and Mail, World Vision Canada, and the Aga Khan Foundation.

    He has spent the last twenty years working in Information and Communication Technology (ICT) spanning social media, wireless, and e-business. He holds a BA in Economics from Laurentian University, a BFA in Film Production from York University, and an MBA from the Rotman School of Management at the University of Toronto. He also taught entrepreneurship at OCAD University and currently teaches Digital Strategy at the University of Toronto’s School of Continuing Studies.

    Andrew speaks internationally about the social and digital landscape. His entrepreneurial efforts have been featured in the Toronto Star and by LinkedIn Canada as one of their success stories.

Course curriculum

  • 1
    • Social media marketing for wealth professionals
  • 2
    CE Quiz
    • CE Quiz
    • Short Quiz | 3 Questions | CE Credit
  • 3
    Professional Resources
    • Professional Resources
    • Volterra LinkedIn Profile Resources 2018

Navigate the sea of social media and definite your digital footprint.


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