Online Course Robo-Advisors (by FinTech School)

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Online Course Robo-Advisors (by FinTech School) 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.

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)

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.

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).

What You Need For This Course?

  • Access to Smart Phone / Computer
  • Good Internet Speed (Wifi/3G/4G)
  • Good Quality Earphones / Speakers
  • Basic Understanding of English
  • Dedication & Confidence to clear any exam

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Frequently Asked Questions

Q.Is the course 100% online? Does it require any offline classes too?

The following course is fully online, and hence there is no need for any physical classroom session. The lectures and assignments can be accessed anytime and anywhere through a smart web or mobile device.

Q.When can I start the course?

Anyone can choose a preferred course and start immediately without any delay.

Q.What are the course and session timings?

As this is a purely online course program, you can choose to learn at any time of the day and for as much time as you want. Though we follow a well-established structure and schedule, we recommend a routine for you as well. But it finally depends on you, as you have to learn.

Q.What will happen when my course is over?

If you have completed the course, you would be able to have lifetime access to it for future reference too.

Q.Can I download the notes and study material?

Yes, you can access and download the content of the course for the duration. And even have lifetime access to it for any further reference.

Q. What software/tools would be needed for the course and how can I get them?

All the software/tools that you need for the course would be shared with you during the training as and when you need them.

Q. Do I get the certificate in a hard copy?

No, only a soft copy of the certificate will be awarded, which can be downloaded and printed, if required.

Q. I’m unable to make a payment. What to do now?

You can try to make the payment through a different card or account (maybe a friend or family). If the problem persists, email us at info@easyshiksha.com

Q. The payment got deducted, but the updated transaction status is showing “failed”. What to do now?

Due to some technical faults, this can happen. In such a case the amount deducted will be transferred to the bank account in the next 7-10 working days. Normally the bank takes this much time to credit the amount back into your account.

Q. The payment was successful but it still shows ‘Buy Now’ or not showing any videos on my dashboard? What should I do?

At times, there may be a slight delay in your payment reflecting on your EasyShiksha dashboard. However, if the problem is taking longer than 30 minutes, please let us know by writing to us at info@easyshiksha.com from your registered email id, and attach the screenshot of the payment receipt or transaction history. Soon after verification from the backend, we will update the payment status.

Q. What is the refund policy?

If you have enrolled, and are facing any technical problem then you can request a refund. But once the certificate has been generated, we shall not refund that.

Q.Can I just enrol in a single course?

Yes! You surely can. To begin this, just click the course of your interest and fill in the details to enrol. You are ready to learn, once the payment is made. For the same, you earn a certificate too.

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Please contact us at: info@easyshiksha.com

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