Course curriculum

  • 1

    Course Content and Overview

    • Course Content and Overview

  • 2

    WealthTech Overview and Market Size

    • WealthTech Overview and Market Size

  • 3

    WealthTech Tools and Technologies

    • WealthTech Tools and Technologies

    • Robo Advisory in WealthTech

    • A Video on Robo Advisory

  • 4

    WealthTech Use Cases

    • WealthTech Use Cases Part 1

    • WealthTech Opportunities and Use Cases Part 2

    • Live example from a Hackathon

  • 5

    Lifecycle Stages and Priorities

    • Lifecycle Stages and Priorities

  • 6

    WealthTech Growth Drivers and Strategies

    • WealthTech Growth Drivers

    • Three Strategies for Traditional Companies

  • 7

    WealthTech Ecosystem

    • WealthTech as a Platform

    • WealthTech companies and funding

  • 8

    Challenges in the adoption of WealthTech

    • Challenges in the adoption of WealthTech

  • 9


    • Quiz

About the course

Personal Finance and Wealth Management will rapidly gain importance due to increasing uncertainties in life and people becoming more aware of the investment tools. Face to face conversations and meetings will be a thing of the past and people will prefer DIY tools for investments. Financial advisors who will not upskill themselves and their gadgets will have a hard time retaining their jobs and positions. Enrol for this WealthTech course and understand what is wealth tech and why it is growing at such a speed within the realm of FinTech or Financial Technology and Digital Banking. 

Wealth tech is the new emerging field in FinTech and if you go through the course, you will have the upper hand over others in this emerging field of fintech.

In this Business-Oriented course, we will understand; 

What is Wealth Management and WealthTech, Industry size and trend, Robo Advisory, new-age technologies like Virtual Reality, Machine Learning, Robotic Process Automation, Optical Character Recognition, Use Cases, FinTech, Digital Banking, Wealth Tech companies, Lifecycle stage of human life, Growth Factor of WealthTech, Strategies for Traditional Companies, Challenges, Digital Finance.

We look forward to meeting you in the course.

Happy Learning.


Global Fintech Academy

"Our aim is to deliver good quality and 5 Star training to our students and clients".