It seems like almost every week you see a new report on the impact of FinTech. Some reports proclaim that up to 30% of Financial Services industry’s current jobs will become redundant in the coming years due to FinTech. Some reports comment that FinTech has shaken up the highly regulated industry and is benefiting the end consumer. But no one seems to be disputing that FinTech is redefining the Financial Services industry as we know it. Venture Capitalists, as well as Corporates, believe so. They are investing in FinTech startups and initiatives. As per a recent KPMG and CB Insights report, $19.1 Bn flowed in the FinTech sector just in 2015. That’s a 106% jump compared to 2014.
If you have ever wondered what this FinTech buzz is all about, or even wondered what FinTech is all about, this course is for you.
The Fintech Core 101 is a brief, yet comprehensive, introduction to the FinTech industry. It will cover:
The history of Financial Technology: what is FinTech, where we are today and how we got here
A thorough understanding of the general FinTech landscape including segment overviews of Digital Wealth Management (i.e. Robo-Advisors), Peer-to-Peer (P2P) Lending, Crowdfunding, Blockchain & Cryptocurrencies and Insurance Technology (i.e. InsurTech)
Hands on knowledge of the key building blocks and vendors within each FinTech segments
In-depth case studies of successful FinTech ventures across each segment
A framework and strategy to build FinTech products and businesses
At the end of this course, students will have a good overview of the FinTech industry. They will know how to stay updated on this industry and have a few options to dive deeper into any of the sectors.
This is an ideal course for anyone who is new to FinTech. This is also a good course for anyone who is currently working in one specific sector of the Financial Services industry (e.g., Banks or Insurance) and wants to gain a high-level perspective on how FinTech is reshaping the Financial Services industry in other sectors.
Amilcar Chavarria is a financial technology entrepreneur with experience in fixed income, personal finance, risk management, and private placements.
He is currently the CEO of FinTech Portfolio, a fast-growing network of FinTech Entrepreneurs that provides Innovation Services to Financial Institutions. In 2015, he started FundPaaS, a funding platform as a service that can convert any website into a crowdfunding portal. Prior to that, Amilcar was on the leadership team of a venture-backed startup that launched the leading payments and compliance engine for crowdfunding portals where he increased client growth by 300%. His portfolio companies include a “Compliant ICO as a Service” which was first to market in incorporating the latest financial securities laws and cryptocurrencies (e.g. ERC20 utility tokens).
In 2016, Amilcar started one of the first online FinTech School which has notable clients such as Moody's Analytics, IBM and The Wharton School of Business. They have also hosted Chinese delegations from Tsinghua University and the Ningbo Municipality. In 2012, Amilcar started one of the earliest Robo-Advisors in the US and has been invited to speak in China during the launch of the 1st Robo-Advisor by Guangfa Bank. In December of 2016, Amilcar was featured on the cover story of CFA Magazine and Bankless Times. Amilcar has had prestigious clients such as Huatai Securities, Insurance Association of China and Huaxi.
Amilcar has held a variety of senior roles in corporate finance, product management, business development and investment analytics at well-renowned investment banks and asset managers like Goldman Sachs and BlackRock. He's also a graduate of The Wharton School Of Business and a Bachelor of Science in Biomedical Engineering from Tulane University.
Section One: FinTech Overview
Preview FinTech Overview
Preview Overview of FinTech Segments
Preview FinTech Case Studies By Segment
Section Two: Notable FinTech Vendors
Preview Notable FinTech Vendors: The Necessary Building Blocks
Section Three: Getting Started
Preview Into Action
Frequently Asked Questions
When does the course start and finish?
The course starts on July 30th and it will be delivered in a LIVE format as a one day webinar. Students enrolled will also have ongoing access to the curriculum with their purchase in a self-paced manner.
Is this a LIVE course?
Yes, we will be delivering this course LIVE, but you will also have access to the online content if you prefer a self-paced format.
Who is this course for?
Anyone who would like to accelerate their knowledge of Financial Technology as a first step in leading a digital transformation or launching a new venture.