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初级

完成时间大约为11 小时

建议:2-3 hours per week...

英语(English)

字幕:英语(English)

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

根据您的日程表重置截止日期。

初级

完成时间大约为11 小时

建议:2-3 hours per week...

英语(English)

字幕:英语(English)

教学大纲 - 您将从这门课程中学到什么

1
完成时间为 1 小时

Module 1: Robo-Advising

What are Robo-advisers and how do they add value to the customers? This module was designed to give you foundational knowledge of Modern Portfolio Theory and Robo-Advising. You’ll identify and analyze the building blocks of robo-advising, and gain a better understanding of how robo-advisers deliver high-impact investment advice at high volume and low costs. Through the framework of Modern Portfolio Theory, you’ll learn key concepts such as Mean Variance Optimization, the importance of diversification, and the foundations of Index Mutual Funds. By the end of this module, you’ll be better able to assess the risks and benefits of traditional investment advising to secure a better return on your investments.

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8 个视频 (总计 80 分钟), 1 个阅读材料, 1 个测验
8 个视频
Overview10分钟
Portfolio Theory9分钟
Mean Variance Optimization - Part 113分钟
Mean Variance Optimization - Part 212分钟
Exchange Traded Funds (ETF) & Mutual Funds14分钟
Target Date Funds12分钟
Customization6分钟
1 个阅读材料
Module 1 Lecture Slides10分钟
1 个练习
Module 1 Quiz: Robo-Advising
2
完成时间为 2 小时

Module 2: Crowdfunding

In this module, you’ll examine the promises and challenges of crowdfunding, and look closely at impact Investing. First, you'll explore the risks behind investing through crowdfunding. You’ll also learn about the JOBS Act of 2012 and identify the new approaches to finance innovation caused by the statute. Through calculation of the costs of using crowdfunding for investment, you’ll analyze the value "the wisdom of crowds" and gauge the risks and rewards of impact investing. By the end of this module, you’ll have a framework for thinking of the challenges that crowdfunding presents and how to overcome them effectively while exerting sustainable and meaningful impact.

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6 个视频 (总计 92 分钟), 1 个阅读材料, 1 个测验
6 个视频
Raising Capital17分钟
Looking Back at the JOBS Act22分钟
Cost of Crowdfunding21分钟
Learning from the Crowd12分钟
Impact Investing11分钟
1 个阅读材料
Module 2 Lecture Slides10分钟
1 个练习
Module 2 Quiz: Crowdfunding
3
完成时间为 1 小时

Module 3: Marketplace Lending

In this module, you’ll examine peer-to-peer lending and its effect on the consumer credit landscape and marketplace lending. Through identification and understanding of the different types of debt in an average household, you’ll develop the analytical skills to exploit opportunities to use financial technologies to improve your financial health. You’ll also discover the value of peer-to-peer lending platforms and how they offer an alternative method to financing debt. By the end of this module, you’ll gain a better understanding of the current consumer credit landscape and be able to better analyze the methodology behind fintech companies that refinance loans for consumers.

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5 个视频 (总计 60 分钟), 1 个阅读材料, 1 个测验
5 个视频
The Consumer Credit Landscape18分钟
Evolution of Peer to Peer Lending19分钟
Student Loan Debt9分钟
Lending to Small Businesses7分钟
1 个阅读材料
Module 3 Lecture Slides10分钟
1 个练习
Module 3 Quiz: Marketplace Lending
4
完成时间为 1 小时

Module 4: Case Studies

This module was designed to provide you with an opportunity to explore successful fintech companies in action, so you can develop an understanding of how the capabilities of fintech can be form the foundations of new business models. David Klein, CEO of CommonBond, and Jackie Reses, Capital Lead of Square, provide deeper insights into the evolution of fintech, and explain how their organizations effectively utilized fintech's benefits while overcoming its challenges. By the end of this module, you’ll have a better understanding of the practical applications of fintech in an organization and fintech's potential for creating new market opportunities.

...
2 个视频 (总计 30 分钟)
2 个视频
Creating the New Frontier of FinTech - CommonBond20分钟

讲师

Avatar

David Musto

Ronald O. Perelman Professor in Finance
Finance

关于 宾夕法尼亚大学

The University of Pennsylvania (commonly referred to as Penn) is a private university, located in Philadelphia, Pennsylvania, United States. A member of the Ivy League, Penn is the fourth-oldest institution of higher education in the United States, and considers itself to be the first university in the United States with both undergraduate and graduate studies. ...

关于 Fintech: Foundations & Applications of Financial Technology 专项课程

Wharton's Fintech Specialization is designed to introduce you to the fundamental building blocks of financial technologies and real-world applications through case studies of Wharton-led companies in the field. You'll learn the the essential components of technology-driven financial strategies, from complex regulations to cryptocurrency to portfolio optimization. You'll also learn how modern investment strategies deploy technology to produce optimal results, explore the disruptive force of changing payment methods, analyze the changing regulatory landscape, and gain a deeper understanding of robo-advising, crowdfunding, peer-to-peer lending, and blockchain. By the end of this Specialization, you'll be able to make informed decisions about deploying financial technologies for yourself or for your business, giving you a competitive advantage in using the latest financial innovations....
Fintech: Foundations & Applications of Financial Technology

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