Foundations of WealthTech: Digital Wealth Management Essentials
About This Course
Dive into the future of wealth management and gain a broad overview of the core technologies reshaping the landscape of financial services, from automated advising to personalised investment strategies. Participants will be equipped with the tools to innovate and lead in the evolving landscape of financial services.
This intensive 2-day course is designed to equip participants with the knowledge and skills necessary to thrive in the rapidly evolving landscape of digital wealth management and WealthTech. Participants will explore the disruptive forces reshaping traditional wealth management practices, delve into the innovative technologies driving change, and gain valuable insights from industry experts.
What You'll Learn
• Acquire a solid foundation in digital wealth management and wealth management practices being disrupted
• Gain insights into WealthTech and its transformative role in reshaping the landscape of financial services
• Explore the diverse WealthTech ecosystem, understanding its segments and regional trends
• Deepen understanding through real-world case studies, examining startups and tech innovations
• Gain valuable perspectives and insights from industry experts
• Navigate the intricate regulatory landscape and legal frameworks, with a focus on understanding the role of RegTech for established WealthTech players
Entry Requirements
• Business or technology degree or equivalent education and professional experience
• Participants should have a basic understanding of financial and economic concepts.
• A basic understanding of technology, including familiarity with computer systems and software applications, is beneficial.
• Some professional experiences, particularly in roles related to finance, technology, entrepreneurship, or regulation, can enrich the participant's understanding of course contents.