Introduction To Robo-Advisors

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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.

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About This Coursebeginner

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.

Course Curriculum

Course Sections

Module 1 – What Are Robo-Advisors

Module 2 – Key Trends In Robos And FinTech

Module 3 – Vendors, Business Models And Monetization

Module 4 – Challenges And Leading The Digital Transformation


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