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Overview

Build Your Own Robo-Advisor Overview

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.

Build Your Own Robo-Advisor Learning Objectives

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

Recommended Prerequisite Courses

This preparatory course is optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Excel Fundamentals – Formulas for Finance

Who should take this practice lab?

Anyone who has an interest in wealth management or WealthTech.

Build Your Own Robo-Advisor

Led by Scott Powell

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Level 3

Approx 0.5h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Build Your Own Robo-Advisor

Introduction Free Preview

Simple Illustrative Robo-Advisor Example Free Preview

Downloadable Materials

Simple Robo-Advisor Demo

Robo-Advisor Question Examples

Robo-Advisor Demo

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 students say

Great learning content.

Onyedika Nwoji

Great learning content.

Onyedika Nwoji

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