About this Course

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Beginner Level
Approx. 11 hours to complete
English

What you will learn

  • Recognize the strengths and weaknesses of human financial advisors and investors.

  • Explain the business model of robo/AI-advisors.

  • Identify the relationship between identifiable firm characteristics and average returns.

  • Build a diversified portfolio based on attitudes toward risk.

Skills you will gain

robo advisinginvestment technologyArtificial Intelligence (AI)investing technologydiversified portfolio
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Beginner Level
Approx. 11 hours to complete
English

Offered by

Placeholder

University of Michigan

Syllabus - What you will learn from this course

Week
1

Week 1

1 hour to complete

Introduction

1 hour to complete
2 videos (Total 14 min), 3 readings
2 videos
Fintech Innovations: Series Introduction8m
3 readings
Syllabus10m
Help Us Learn More About You!10m
Learning from a Case10m
Week
2

Week 2

4 hours to complete

Robo Advising

4 hours to complete
7 videos (Total 98 min), 2 readings, 2 quizzes
7 videos
Building an Efficient Portfolio25m
Diversified Investments8m
Exchange Traded Funds14m
Robo-Advisors8m
How do Pure Advisors & Robo-Advisors actually work?14m
RoboAdvising: The Value Add of Robo Advisors15m
2 readings
Case Reading: Wealth Management - A Case for Innovation?10m
Case Reading: Wealth Management and Robo-Advising10m
2 practice exercises
Case Discussion Participation5m
End of Module Quiz30m
Week
3

Week 3

3 hours to complete

Stock Selection & Asset Management

3 hours to complete
8 videos (Total 73 min), 3 readings, 2 quizzes
8 videos
Stock Selection: Fundamental Analysis: Manager Performance8m
Stock Selection Screening10m
Stock Selection Screening: Discovering Signals and Data Issues8m
Stock Selection: Neural Networks14m
Stock Selection: Smart Beta: What is Smart Beta?5m
Stock Selection Smart Beta: Creating a Smart Beta Index7m
Stock Selection: Smart Beta Tilts8m
3 readings
Case Reading: Is Active Management Right for Us?10m
Case Reading: Benchmarks vs. Signals10m
Case Reading: Diving into Smart Betas10m
2 practice exercises
Case Discussion Participation5m
End of Module Quiz30m
Week
4

Week 4

3 hours to complete

Big Data

3 hours to complete
3 videos (Total 30 min), 4 readings, 2 quizzes
3 videos
AI/ML in investment management: Current applications8m
AI/ML in investment management: Key value drivers and pitfalls8m
4 readings
Case Reading: The AI Revolution Comes to BAM10m
Case Reading: Robots in the Stock Market10m
Course Feedback10m
Keep Learning with Michigan Online10m
2 practice exercises
Case Discussion Participation5m
End of Module Quiz30m

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About the Financial Technology (Fintech) Innovations Specialization

Financial Technology (Fintech) Innovations

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