Should you trust an algorithm with your investments? ‘Robo-advisor’ describes an online, automated, online investment advisory service based on algorithms. These automated services have forced traditional wealth management and personal finance management (PFM) advice firms to evolve and provide automated, low cost investment options. What started as an offering to occupy the space between self-directed investors and financial advisors’ advice, has evolved into an option that caters to the B2B market, as well as retirement and educational planning.

Learning Objectives:

By the end of the course, you will be able to:

  • define the function of a robo-advisor
  • understand the impact robo-advisors have on personal finance management
  • explain how an automated investment advice platform works
  • identify the key players and regulation involved in automated investment platforms
  • list the building blocks and stakeholders needed to offer an effective robo-advisor product
  • summarize the evolving personal finance management (PFM) landscape and its potential
  • make a business case to build vs. buy
  • understand how options and opportunities in this sector could evolve in the future

Who will Benefit:

Fintech entrepreneurs and finance professionals who want to learn more about automated investment advice.