Social Media Finance Course: Fintech 2018 Trends
3.9 (11 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
46 students enrolled

Social Media Finance Course: Fintech 2018 Trends

Unlock financing for your start up or business with social media and fintech platforms. Insights into Fintech Marketing
3.9 (11 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
46 students enrolled
Created by Gil Zapata
Last updated 12/2017
English [Auto-generated]
Current price: $16.99 Original price: $24.99 Discount: 32% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 1 article
  • 15 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
Training 5 or more people?

Get your team access to 4,000+ top Udemy courses anytime, anywhere.

Try Udemy for Business
What you'll learn
  • How to leverage social media platforms to access financing for new ventures or operational businesses
  • How to structure financing offers utilizing online resources, social media and online platforms
  • You will be able to execute an online financing strategy from beginning to end utilizing social media and other platforms
  • You will be provided with a "Certifacte of Completion" on this course on FinTech
  • Creator, entrepreneur, or existing business. Have social media friends and connects on one or numerous platforms.
  • Have a business idea, want to launch a business, have an existing business or want to market a product or service
  • You should be able to have enough friends or connects on social media platforms to put in to practice course strategies

Are you starting a business? Are you an entrepreneur?  Do you own your own business?  Every entrepreneur needs money to start and grow a business. A loan may not be your solution.  Do you know how to use your facebook friends, instigram, linkedin and other platforms on the internet to get money for your start up or your existing business?  If you don't this is the course you want to take.  

Today there are numerous ways to fund to your startup and existing business.  I know how challenging it can be starting a business or wanting to start a business. I have done it three times.  You will need some sort of money to build a web site, hire programmers, marketing, digital marketing and more.   In this course, we will look at the latest funding trends on how other entrepreneurs just like you utilized social media, the internet and other platforms to access capital.  A bank loan; forget it.  Today, the internet is the new trend on how to get money for your business. This course will show you how to use social media to get money for your business. The course will teach you how to work your facebook friends, instigram followers and other social platforms to gain access to money for your startup or your existing operation.  I have personally used these strategies to fund my business. Also, this course will discuss how to implement application protocol integration, automation systems, and other configurations to enable you to maximize your social media presence.  

We will provide you with:
"Certificate of Completion" by Nicoya Tech and Lendinero on "Entrepreneurial Finance Course" The basics of digital marketing and digital finance

Who this course is for:
  • Entrepreneurs, Start Up Businesses, E-Commerce Online Stores, Product Creators, Operational Business Owners, Business Students, Business Consultants, Digital Marketers
  • Anyone who wants to obtain financing leveraging social media platforms and online fintech platforms
  • Anyone who wants to learn about fintech (Finance and Technology)
Course content
Expand all 29 lectures 02:22:30
+ About Me
1 lecture 05:29

Who is Gil Zapata? In this about me section I want you to become familiar with your instructor.  I have been in the Fintech industry which combines both finance and technology.  The information which I will share with you in these lectures, I have personally utilized and also my clients.  I believe that the hands on experience will give you the insights that are required to apply proven strategies.  In my profile on you udemy you can read more about why I am qualified to provide the information about this course.  I am confident that you will gain knowledge into the Fintech industry and learn at least one new strategy that you can implement.

Preview 05:29
+ Course Overview - Social Media and Financing
1 lecture 08:44

This is an intro video that will help you in making an enrollment decision.  A complete course overview of Social Media Financing Trends and Strategies for 2018.  The goal is for you to learn at least one strategy that you can implement with your business venture or that you can provide to your clients.  If you are in business school you will learn about a financing trend that is not being taught in many business schools. Only a few business schools are providing courses on Fintech. 

Preview 08:44
+ An Introduction to Fintech and Social Media
1 lecture 15:02

The fintech industry is changing financial services as we know it.  Social media platforms are interfacing with fintech platforms. This lecture gives you in an introduction to the fintech industry and how social media is reshaping the industry.  New financial technology platforms are using social media data and analytic to change the way entrepreneurs are accessing finance.  The integration between the two is occurring so fast that social media platforms may become financial service companies in the future.   Fintech is a large industry as in encompasses every part of the economy.It is growing at a very high rate and by 2018, it is expected that it will be fully embraced in the world.  If you are an entrepreneur you need to know how this can help your start up or existing business operations.  Business advisors, digital marketers, and programmers need to pay close attention to the changes and opportunities within this industry.  Last, business students need to stay up to date on the future of financing via social media platforms.  

Preview 15:02
+ Assessing Financing Needs Prior to Utilizing Financial Platforms
3 lectures 04:48

 Power Point Presentation: The Crowd Funding Checklist.  A checklist of items, documents, and things you will need to successfully launch your rewards or equity crowd funding campaign.

How to assess the financing needs of a new venture or an existing business?
1.3 MB

This is a worksheet that you can utilize to assess your own financing needs.  It is very important that you assess your needs in a proper manner.  One of the biggest mistakes entrepreneurs and business owners make is assessing expenses that are not necessary.  Also, when you assess your needs you need to find ways to do it cheaper and faster.  In the e-book "Business Over Waters" I discuss this section of this lecture into more details.  

Assessing Financial Needs Slide - How to assess your ventures needs

Please itemize all of your expenses to determine your needs.  If you need to purchase inventory have an exact number.  If you are developing a prototype and you are utilizing a manufacturing plan, don't only use the cost to manufacture the product.  Take into consideration shipping cost, packaging, labeling, etc.  Be as specific as you can.  This way you don't have hidden costs. 

Itemizing Each Expense to Determine Needs - Added Tool
Utilize this worksheet to determine your company needs. This is a basic worksheet that will help you think as to what you really need.
Determining Financing Needs Worksheet
11 questions
+ Financial Projections in the world of Social Media and Fintech Platforms
4 lectures 10:26

Financial projections are necessary to launch a crowd funding campaign or to access financing online.  In this lecture and the attached material you will learn how to create a projected profit to loss statement and cash flow statements. 

Financial Projections in the world of Social Media and Fintech Platforms

In this lecture I discuss how to prepare a projected profit to loss.  If you are an existing business owner, I discuss how cloud based accounting platforms can help you generate a month to month profit to loss statement.  Existing business owners also need to create a projected profit to loss statement if you are thinking about executing an online financing strategy.  Start-ups must create a projected profit to loss statement, specially if you will go on the platforms to obtain capital.

Preparing a projected profit to loss for social media financing

These two diagrams that I have included are very simple.  You can utilize these formats with higher dollar values or lesser dollar values.  The basic foundation for assessing financial needs of a business are included here. 

Determining Financial Projection Sample

Use this worksheet to determine start up or expansion costs.  Start up costs can also be replaced with expansion or growth costs.  Answer some of these questions to get a better idea of how much financing you will need. 

Estimating Start up or Expansion Costs
+ Section 5: Positioning and Social Media Platforms
1 lecture 08:24

Social media positioning is one of the initial steps you will need to execute prior to seeking financing. In this lecture we will review the steps you need to take to position yourself in an appropriate and strategic manner. 

Social Media Positioning
This assignment will help you determine how you are positioned in the social media platforms.
Social Media Positioning
4 questions
+ Section 6: Analyzing Social Media Data and Online Financing
2 lectures 10:13

In this lecture I discuss how you need to position yourself and your business venture on the social platforms.  This is probably the first thing you need to do prior to launching a crowd funding or online financing campaign.  Positioning yourself in an appropriate manner on the social media platforms will help you build a crowd, followers, connects who can be converted into prospects.   I discuss the importance of branding, posting, and other information you need to include in your social media profiles.

How to analyze and utilize social media data and fintech platforms

In this article you will learn how to analyze and categorize opinions in social media utilizing sentiment analysis.  

Sentiment Analysis
+ Section 7: Financial Conversion Rates in Fintech
3 lectures 08:06

This lecture is about conversion rates.  You will learn how to project conversion from the social platforms prior to executing an online financing campaign.

How to create conversion rates and metrics in fintech

The following are statistics from different platforms.  This will give you a better idea on what to expect from the execution of an online financing campaign.  These are campaign statistics.  

Campaign Statistics and Social Media Conversion Rates in Fintech

The crowdfunding industry has shown growth year after year (YOY).  These are industry statistics for just crowdfunding excluding P2P, business cash advance and other types of platforms utilized in the FINTECH industry.  

Industry Statistics
+ Section 8: How to structure and analyze financing offers
3 lectures 21:29

In this lecture you will learn how to structure a financing offer to the public utilizing the online fintech platforms. 

Structuring Offers on Fintech Platforms

This article discusses on how to treat your friends and family when raising capital.  In addition, you will be utilizing social media to execute this strategy.  It is important to you have the basic knowledge to learn how to approach this niche and how to structure your offers.  You cannot take finance from friends and family without reading this article.  

Tips on how to structure you offer with friends and family

You can use this template to offer promissory notes to anyone who lends you money via the social media platforms when executing a direct financing strategy.  

*This is advice should not replace the advice of a legal professional.  Please consult an attorney.  

Template "Promissory Notes" Offering to social media friends and contacts
+ Section 9: Direct Financing Strategies and Social Media Platforms
1 lecture 09:37

This is one of my favorite lectures.  I have utilized this strategy and it has worked for me.  I will be adding an additional e-book where I will share a story on how I utilized this strategy.  In this lecture you will learn how to use a direct financing strategy without having to utilize a fintech platform. 

How to leverage social media and a direct financing strategy