Esteban Santana – CFI Education – WealthTech Fundamentals

Description

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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? 

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
 
WealthTech Fundamentals By Esteban Santana – CFI Education