In this course, you’ll learn the foundational theories behind robo-advising, crowdfunding, and marketplace lending, and how to apply these theories to optimize your investments. Professor David Musto of the Wharton School has designed this course to help you gain a practical understanding of the theoretical frameworks of Modern Portfolio Theory and Financial Technology. You’ll learn how to apply the ideas behind robo-advising and crowdfunding to better assess and leverage a more optimized portfolio while managing risks. You’ll also explore the current consumer credit landscape and learn how to utilize financial technologies in your business. You’ll analyze real-life examples by studying the cases of Square and CommonBond. By the end of this course, you’ll have honed your skills in calculating risks and returns in robo-advising and crowdfunding, and be able to assess the value of marketplace lending to achieve better returns on your investments. No prerequisites are required for this course, although "Fintech: Foundations, Payments, and Regulations" and "Cryptocurrency and Blockchain: An Introduction to Digital Currencies" from Wharton's Fintech Specialization are recommended.
This course is part of the Fintech: Foundations & Applications of Financial Technology Specialization
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Syllabus - What you will learn from this course
Module 1: Robo-Advising
Module 2: Crowdfunding
Module 3: Marketplace Lending
Module 4: Case Studies
Reviews
- 5 stars71.76%
- 4 stars22.63%
- 3 stars4.06%
- 2 stars1.16%
- 1 star0.38%
TOP REVIEWS FROM LENDING, CROWDFUNDING, AND MODERN INVESTING
Offered insights on a variety of topics and has informed my thinking about applications of FinTech
This course provided me with a strong understanding of how lending works and how technology is being used to add opportunities for both lenders and borrowers,
Covers the breadth of the emerging fintech industry well, but specific details or references to algorithms and techniques used in each of these sectors would have been interesting.
Decent overview of the market, but still suffering from a very US-centric approach which disregards the importance of non-student loans in non-US lending
About the Fintech: Foundations & Applications of Financial Technology Specialization

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