FT411
Wealth Management Technology
Faculty
Evgeny Kovalishin
Senior Partner at FinEx Group/FinEx Capital Management
Course length
Duration
Total hours
Credits
Language
Course type
Fee for single course
Fee for degree students
Skills you’ll learn
Overview
WealthTech is one of the key elements of the FinTech landscape. Thinking about FinTech in general as a technology that disrupts traditional players like banks, WealthTech targets the second largest source of banking revenues – Savings and Investments (which are way ahead of payments – a typical target for first FinTech start-ups like PayPal). So, a deep understanding of WealthTech is critical for a proper understanding of the current FinTech landscape and its further development.
Learning highlights
- After the course, students will have an understanding of the WealthTech global landscape, key business models and strategies employed, as well as the underlying methodologies that get automated through the use of IT technology.
- In particular, students will know how the financial market works in practice, how investment portfolios are built and managed, which key players provide wealth management services to their clients, and how new technologies may disrupt this segment.
Course outline
15 classes
WealthTech General Overview
WealthTech General Overview
Theoretical background:
Key Asset Classes (Equity, Fixed Income, Commodity, Real Estate, FX)
Theoretical background:
Risk Premia for Different Asset Classes
Theoretical background:
Modern Portfolio Theory
Theoretical background:
ETFs
Theoretical background:
Basics of Risk Management
Theoretical background:
Basics of Portfolio Management
Theoretical background:
Market Indexes and Benchmarks
Theoretical background:
Portfolio Monitoring and Rebalancing
Theoretical background:
Introduction to Business Strategy
Mid-Term Exam:
Test
Practical Case:
WealthTech Overview in Details
Practical Case:
Key Elements ofRobo-advisor Business Strategy
Practical Case:
Robo-advisor in Details. Course Wrap-up
Final Exam:
Project Presentations
Prerequisites
Basics of Probability Theory and Statistics
Basic knowledge of financial instruments (stocks, bonds, funds, etc.)
Methodology
The course is based on the CFA Institute curriculum and includes lectures and case discussions. First part will cover the theoretical background of investments and portfolio management. Second part will cover practical analysis of WealthTech business models and cases.
Grading
Evgeny is an investment manager with extensive international experience in portfolio management (traditional and alternative investments) and VC/PE. With a successful track record of investment performance, he possesses deep experience and in-depth knowledge of financial engineering. He also has a strong academic background and significant experience on the buy side with various financial institutions and under different regulatory frameworks.
Evgeny is founding partner of FinEx Group - global asset manager with $1bn+ under management and pioneer of ETFs and Robo-advising in Eastern Europe. He used to teach FinTech and Portfolio Management courses at Moscow State University.
See full profileApply for this course
Wealth Management Technology
by Evgeny Kovalishin
Total hours
45 Hours
Dates
May 24 - Jun 11, 2021
Fee for single course
€1500
Fee for degree students
€750
How to secure your spot
Complete the form below to kickstart your application
Schedule your Harbour.Space interview
If successful, get ready to join us on campus
FAQ
Will I receive a certificate after completion?
Yes. Upon completion of the course, you will receive a certificate signed by the director of the program your course belonged to.
Do I need a visa?
This depends on your case. Please check with the Spanish or Thai consulate in your country of residence about visa requirements. We will do our part to provide you with the necessary documents, such as the Certificate of Enrollment.
Can I get a discount?
Yes. The easiest way to enroll in a course at a discounted price is to register for multiple courses. Registering for multiple courses will reduce the cost per individual course. Please ask the Admissions Office for more information about the other kinds of discounts we offer and what you can do to receive one.