Description
Esteban Santana – CFI Education – WealthTech Fundamentals download, Esteban Santana – CFI Education – WealthTech Fundamentals review, Esteban Santana – CFI Education – WealthTech Fundamentals free
Esteban Santana – CFI Education – WealthTech Fundamentals
WealthTech Fundamentals
Equip yourself with core knowledge and essential skills in the world of digital wealth management
Gain a deep understanding of WealthTech and its pivotal role in reshaping financial services.
Explore the dynamic world of WealthTech startups and tech innovations, learning from real-world examples.
Navigate the complex regulatory environment, ensuring you’re well-versed in the legal frameworks guiding WealthTech practices.
Overview
WealthTech Fundamentals Overview
In this WealthTech Fundamentals course, we unravel the world of money management and technology. Ever wondered how technology is transforming how we handle wealth? Join us to discover the power and importance of WealthTech in today’s financial landscape. We’ll kick off by understanding what WealthTech is and why it’s crucial in shaping the future of finance. Explore the risks and opportunities, and meet the innovative startups and tech giants reshaping how we manage wealth. Dive into the rules and regulations guiding WealthTech, demystifying the complexities. Finally, we’ll look into the future, exploring how WealthTech is not just a trend but a fundamental shift in finance.
WealthTech Fundamentals Learning Objectives
Upon completing this course, you will be able to:
Define WealthTech and its importance in the financial industry
Provide a market overview of the WealthTech industry and explain its risks and limitations
Explain the different areas within WealthTech
Identify the various key players in the space
Explain the domestic and international regulatory landscape
Explore the integration of WealthTech into the financial ecosystem
Who Should Take This Course?Â
This course is ideal for aspiring finance professionals, entrepreneurs, and tech enthusiasts eager to thrive in the digital economy. Whether you aim to launch innovative WealthTech startups, enhance financial services, or understand the future of finance, this course equips you with the knowledge and skills needed for success.
Recommended Prerequisites
Introduction to FinTech, Introduction to InsurTech, Digital Banking Fundamentals, Cybersecurity & RegTech Fundamentals
What you’ll learn
Course Introduction
Course Introduction
Downloadable Material
Introduction to WealthTech
Introduction and Learning Objectives
What is WealthTech
Evolution of WealthTech
Importance of Financial Industry
Poll: WealthTech Feature
Interactive Exercise 1
Market Overview and Trends
Growth of the Industry
Popularity of WealthTech
Poll: Using WealthTech Services
Generation Trends in WealthTech
Risks and Challenges With WealthTech
Interactive Exercise 2
Key Players in WealthTech
Introduction to Key Players
Startups
Examples of Successful Startups
Example of an Unsuccessful Startup
Tech Companies
Competition With Traditional Financial Institutions
Poll: Startup/Tech Company or Traditional Financial Institution
Interactive Exercise 3
Domestic and International Regulatory Bodies
Regulatory Landscape
Domestic Regulators
International Regulatory Bodies
Interactive Exercise 4
Future of WealthTech
Integration With Other Financial Systems
Impact on the Financial System Ecosystem
Poll: Robo-Advisors as Investment Manager
Interactive Exercise 5
Course Summary
Course Summary
Qualified Assessment
Qualified Assessment
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WealthTech Fundamentals By Esteban Santana – CFI Education
