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Finance : Introduction To Robo-Advisors

Finance, Accounting and finance, Financial Investigator, Online Finance Courses, Online Accounting and Finance Course

Simpliv LLC

Summary

Price
£385.85 inc VAT
Or £64.31/mo. for 6 months...
Study method
Online
Duration
2 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

Overview

What will you learn
In this course we will cover various topics related to automated investment advice including:

What are Robo-Advisors?
Why does it matter?
How automated investment advice platform works
Key players and regulation
What to expect in the coming years
Making a business case (Build vs. Buy)

Course Curriculum
Robo-Advisors 101

Certificates

Certificate of completion

Digital certificate - Included

Description

Description
Traditional wealth 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 (DIY) 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. All this only goes to show that automated advice is still is in its nascent stages and is here to stay in one form or another.

This introductory course is for anyone who wants to learn about automated investment advice. This is ideal for budding FinTech entrepreneurs, current financial advisors/ RIAs as well as professionals working in traditional financial product distribution firms (broker-dealers, custodians, banks, insurance and asset management companies).

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 works 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.

Basic knowledge
There are no special requirements for this course, anyone who wants to learn new things are always welcome
Anyone who wants to learn & understand about Automated Investment or Robo-Advisors

Who is this course for?

Perfect for beginner investors looking for an easy and low cost way to invest by leveraging technology.
Great for more experienced investors who want to use Robo Investing as a strategy as part of their overall investment portfolio.

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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