Easy shiksha

 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).