About this Course

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Flexible deadlines
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Beginner Level
Approx. 10 hours to complete
English
Subtitles: 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. 10 hours to complete
English
Subtitles: English

Offered by

University of Michigan logo

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), 3 readings, 2 quizzes
3 videos
AI/ML in investment management: Current applications8m
AI/ML in investment management: Key value drivers and pitfalls8m
3 readings
Case Reading: The AI Revolution Comes to BAM10m
Case Reading: Robots in the Stock Market10m
Course Feedback10m
2 practice exercises
Case Discussion Participation5m
End of Module Quiz30m

Reviews

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About the Financial Technology (Fintech) Innovations Specialization

This specialization is intended to familiarize learners with a broad range of financial technologies. While finance has always been at the forefront of technological innovation, the financial industry is changing rapidly in the face of new technology. In the past, at the forefront of innovation in finance were central governments and financial institutions. Today, information technology firms and professionals are leading innovation in the financial industry. Our goal is to show learners the genesis and use cases of the technology. We hope to familiarize professionals sufficiently with the technology that they can utilize and adapt the technologies in their careers....
Financial Technology (Fintech) Innovations

Frequently Asked Questions

  • Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

    • The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
    • The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

  • If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.

  • Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

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