Scott Powell – CFI Education – Build Your Own Robo-Advisor

Description

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Scott Powell – CFI Education – Build Your Own Robo-Advisor

Build Your Own Robo-Advisor

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

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:

1. Excel Fundamentals – Formulas for Finance

Who should take this practice lab?

Anyone who has an interest in wealth management or WealthTech.

What you’ll learn

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

• Frequently Asked Questions:

  1. Innovative Business Model:
     • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
  2. The Legal Landscape: Yes and No:
     • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
  3. Quality Assurance: Unveiling the Real Deal:
     • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
       • No coaching calls or scheduled sessions with the author.
       • No access to the author’s private Facebook group or web portal.
       • No entry to the author’s exclusive membership forum.
       • No direct email support from the author or their team.

     We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

  Refund is acceptable:

  • Firstly, item is not as explained
  • Secondly, Item do not work the way it should.
  • Thirdly, and most importantly, support extension can not be used.

  Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.