WealthTech Fundamentals

Equip yourself with core knowledge and essential skills in the world of digital wealth management

Gain a deep understanding of WealthTech and its pivotal role in reshaping financial services.
Explore the dynamic world of WealthTech startups and tech innovations, learning from real-world examples.
Navigate the complex regulatory environment, ensuring you're well-versed in the legal frameworks guiding WealthTech practices.

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Corporate Finance Institute

Overview

WealthTech Fundamentals Overview

In this WealthTech Fundamentals course, we unravel the world of money management and technology. Ever wondered how technology is transforming how we handle wealth? Join us to discover the power and importance of WealthTech in today’s financial landscape. We’ll kick off by understanding what WealthTech is and why it’s crucial in shaping the future of finance. Explore the risks and opportunities, and meet the innovative startups and tech giants reshaping how we manage wealth. Dive into the rules and regulations guiding WealthTech, demystifying the complexities. Finally, we’ll look into the future, exploring how WealthTech is not just a trend but a fundamental shift in finance.

WealthTech Fundamentals Learning Objectives

Upon completing this course, you will be able to:

Define WealthTech and its importance in the financial industry
Provide a market overview of the WealthTech industry and explain its risks and limitations
Explain the different areas within WealthTech
Identify the various key players in the space
Explain the domestic and international regulatory landscape
Explore the integration of WealthTech into the financial ecosystem

Who Should Take This Course?

This course is ideal for aspiring finance professionals, entrepreneurs, and tech enthusiasts eager to thrive in the digital economy. Whether you aim to launch innovative WealthTech startups, enhance financial services, or understand the future of finance, this course equips you with the knowledge and skills needed for success.

Recommended Prerequisites

Introduction to FinTech, Introduction to InsurTech, Digital Banking Fundamentals, Cybersecurity & RegTech Fundamentals

What you'll learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

FinTech Industry Professional (FTIP™)

Skills Learned Financial Technology Fundamentals, Data Science and Machine Learning, Cryptocurrencies and Blockchain
Career Prep Data Science and Machine Learning, Data Analyst, Business Analyst, Software Developer

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What Our Members Say

Legal and Governance

The course is straightforward and intellectually stimulating. Gives great insights and will have you very interested in improving your ways of work to meet the needs of the customer of tomorrow.

Tsaone Goitseone Bedi

Wealth tech

Good at basic level only.

venugopal rajamanuri

Good course

Good course on WealthTech

RHYTHMI ROSA S

GREAT

Very informative and educative.

ROBERT KWASI ATSRIM

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

WealthTech Fundamentals

WealthTech Fundamentals Overview

WealthTech Fundamentals Learning Objectives

Who Should Take This Course?

Recommended Prerequisites

WealthTech Fundamentals

What you'll learn

Course Introduction

Introduction to WealthTech

Market Overview and Trends

Key Players in WealthTech

Domestic and International Regulatory Bodies

Future of WealthTech

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

FinTech Industry Professional (FTIP™)

What Our Members Say

Tsaone Goitseone Bedi

venugopal rajamanuri

RHYTHMI ROSA S

ROBERT KWASI ATSRIM

Frequently Asked Questions