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About This Course

Who this course is for:

  • Financial advisors
  • Entrepreneurs
  • Business owners

What you’ll learn: 

  • Learn about robo-advisors
  • How robo-advisors cater to B2B markets
  • Understand how automated investment advice product works


  • No prior knowledge is required to take this course

Traditional wealth management or the Public Financial Management (PFM) world was shaken with the advent of so-called “robo advisors” in recent years. ‘Robo-advisor’ is a generic term used to describe a new class of investment advisory service that is offered online, is automated and based on algorithms. 

This new class of advice started as an offering to occupy the space between self-directed investors and human financial advisor recommended investment advice. Further it was considered an ideal advice vehicle for digital savvy millennials. 

While several robo-advisor startups entered the PFM marketplace, only a few remain standing and have cumulatively attracted only a small fraction of the overall investable assets. But, these robo-advisors have had a bigger impact on the industry. They have forced traditional investment advice firms to evolve and provide automated, low cost investment advice options. Further, robo-advisors have themselves evolved to cater to the B2B market as well as to other areas like retirement plan advice and education plan advice. 

At the end of the course, students will have a better appreciation for the evolving Personal Finance Management (PFM) landscape and its potential. They will understand how automated investment advice products work at its core and what’s needed – building blocks and stakeholders – to offer an effective ‘robo-advisor’ product. They will also become aware of options and opportunities to become involved in this sector.

Our Promise to You

By the end of this course, you will have learned Robo-Advising in finance.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about Robo-Advisors technology in investments and finance.

Course Curriculum

1h 27m

Section 1 - Robo-Advisors Module One
Module 1 – What Are Robo-Advisors 00:00:00
Section 2 - Robo-Advisors Module Two
Module 2 – Key Trends In Robos And FinTech 00:00:00
Section 3 - Robo-Advisors Module Three
Module 3 – Vendors, Business Models And Monetization 00:00:00
Section 4 - Robo-Advisors Module Four
Module 4 – Challenges And Leading The Digital Transformation 00:00:00