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

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
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3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
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