Introduction to Robo-Advisors

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

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.

Course Completion Certificate

What will you learn

• 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)

Simpliv LLC, a platform for learning and teaching online courses. We basically focus on online learning which helps to learn business concepts, software technology to develop personal and professional goals through video library by recognized industry experts or trainers.

Why Simpliv

With the ever-evolving industry trends, there is a constant need of the professionally designed learning solutions that deliver key innovations on time and on a budget to achieve long-term success.

Simpliv understands the changing needs and allows the global learners to evaluate their technical abilities by aligning the learnings to key business objectives in order to fill the skills gaps that exist in the various business areas including IT, Marketing, Business Development, and much more.