Description
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Scott Powell – CFI Education – Build Your Own Robo-Advisor
Build Your Own Robo-Advisor
Build your own robo-advisor model to suggest a wealth management portfolio based on various inputs.
Overview
Build Your Own Robo-Advisor Overview
Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating a simple robo-advisor on Excel. Once we finish this, we’ll move onto a more complex version to show you a general idea of how robo-advisors work in the real world.
Build Your Own Robo-Advisor Learning Objectives
Explain different qualitative and quantitative questions a robo-advisor may ask.
Build your own robo-advisor model on Excel
Use data validation and functions such as VLOOKUP and XLOOKUP on Excel
Recommended Prerequisite Courses This preparatory course is optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
Excel Fundamentals – Formulas for Finance
Who should take this practice lab?
Anyone who has an interest in wealth management or WealthTech.
What you’ll learn
Build Your Own Robo-Advisor
Introduction
Simple Illustrative Robo-Advisor Example
Downloadable Materials
Simple Robo-Advisor Demo
Robo-Advisor Question Examples
Robo-Advisor Demo
Qualified Assessment
