Corporate Finance Institute – 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

Sale Page: Corporate Finance Institute – Build Your Own Robo-Advisor

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