Financial Planning & ABCs of Fintech

Algorithmic Trading Series

About

The Financial Literacy course through Institute of Banking and Finance (IBF) and Fintech Academy (FTA) empowers participants with fundamental knowledge and skills in managing personal finance and informed decision making. The ABCs of Fintech course demystifies Fintech and takes you through basic concepts and use cases in Artificial Intelligence, Blockchain and Cloud computing and cybersecurity.

  • ABCs of Fintech

  • Financial Planning

IBF Courses

Introduction to Algorithmic Trading
Introduction to Algorithmic Trading

Synopsis

Data is the biggest asset to a 21st century business. Big data-driven platforms, such as social networking sites and search engines, have an increasing impact on our daily lives. On a wide variety of communication channels, users actively interact with friends and strangers, sharing all kinds of information – text, photos, videos, locations, interests and comments. Various AI-enabled algorithms work behind the scenes of such communication platforms, enabling such interactions at a deeper level predicting consumer behavior and interests.

This workshop will teach you about and let you practice the full range of techniques ranging from traditional methods – surveys, interviews, and observation; to the modern – digital footprint tracing and processing of unstructured information.

Synopsis

This module provides an overall scope of financial planning and discusses the essential need for a qualified financial planner. The essential elements of financial planning such as cash flow management, time value of money and other elements are also included in this module to provide students with the basics before a detailed discussion on each element. Other important aspects related to financial planning such as regulations and technical tools are also included in this module to equip students with a holistic approach to financial planning.

Through this workshop, participants will learn the fundamentals of Wealth and Financial Planning through the six steps of Financial Planning, and application of the financial planning techniques on actual life stage goals such as retirement, children education, wealth accumulation.