Corporate Finance Institute – Build Your Own Robo-Advisor

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SKU: LOO0G0ZT Categories: Office Skills, Instant Delivery Tags: Build Your Own Robo-Advisor, Corporate Finance Institute

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1 Corporate Finance Institute – Build Your Own Robo-Advisor

Corporate Finance Institute – Build Your Own Robo-Advisor

Description of Build Your Own Robo-Advisor

Build your own robo advisor model to suggest a wealth management portfolio based on various inputs.

Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating a simple robo-advisor on Excel. Once we finish this, we’ll move onto a more complex version to show you a general idea of how robo-advisors work in the real world.

Anyone who has an interest in wealth management or WealthTech.

Explain different qualitative and quantitative questions a robo-advisor may ask.
Build your own robo advisor model on Excel
Use data validation and functions such as VLOOKUP and XLOOKUP on Excel

What You’ll Learn In Build Your Own Robo-Advisor?

Introduction
Simple Illustrative Robo-Advisor Example
Downloadable Materials
Simple Robo-Advisor Demo
Robo-Advisor Question Examples
Robo-Advisor Demo
Qualified Assessment

More courses from the same author: Corporate Finance Institute

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