This course is designed for those interested to learn the basics of robo-advising and automated investment advice, what are the key trends in robos, business monetization, and what are the challenges of the digital transformation to be able to build your own robo-advisor.Read more.
FinTech School delivers practical introduction to specialized courses on FinTech sectors, FinTech entrepreneurship and FinTech innovation.
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About This Course
Who this course is for:
- Financial advisors
- 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.
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Get started today and learn more about Robo-Advisors technology in investments and finance.
|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|