Oral assessment and presentation

1 - Oral assessment and presentation - 100

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<ul><li>Introduction to Fintech: roboadvisors, insurtech, blockchain, alternative finance, mobile payments, crypto-currencies. </li></ul>
<ul><li>Overview of the underlying economics, the technology, policy issues, the competition, the relationship between Fintech firms and incumbents. </li></ul>
<ul><li>Focus on roboadvisory: main features. </li></ul>
          -  Regulatory framework (EU). 
          -  Methods and techniques for roboadvisory: 
               *  Customer engagement; 
               *  Portfolio construction; 
               *  Risk Management for FinTech; 
               *  Digital advisory (customer profiling, adequacy requirements, product mapping); 
               *  Data Analytics; 
               *  Introduction to FinTech Data Science. 
<ul><li>The customer (i.e. the investor) journey: key elements.  </li></ul>
<ul><li>Framing and pitching your FinTech idea. </li></ul>

Feedback is provided in a number of ways throughout your module. This includes feedback you receive during teaching from both peers and lecturers and that provided for formative assessment. Following an assessment, you will be given your marks and feedback in line with the assessment regulations and policy. More information on the timing and type of feedback that will be provided for each assessment will be available from the module leader. <a href='https://www.citystgeorges.ac.uk/about/governance/policies/student-policies-and-regulations'>https://www.citystgeorges.ac.uk/about/governance/policies/student-policies-and-regulations</a>

This module will support the development of all the graduate attributes. Your module leader will provide you with information about how your learning, teaching and assessment activities support your development of these attributes. The graduate attributes are: - Always learning - Engaged in the world - Technical and digital - Connected Professional - Creating Impact

Self-directed - 

In-Person - 

Directed Asynchronous - 

The Future of Financial Services

An Introduction to Statistical Learning

Bitcoin: A Peer-to-Peer Electronic Cash System

Wealth Management and Financial Data Science: a short guide

AI and the Modern Wealth Manager: How Artificial Intelligence Is Creating a Personalized Investing Experience

SMM391 - FINTECH: Financial Services in the Digital Age

SMM391-PRD3-PER-ALV1

This module is delivered through lectures, case studies and project work and will make use of real world examples. The course is designed to be highly interactive - in some instances, discussion will be centred on lectures; in others it will be centred on business examples. The aim is to deepen your understanding of the scope, the methods and economics of FinTech, and encourage your creative and entrepreneurial spirit. Each class will focus more on discussion and problem solving. The learning will also be complemented by guest lecturers.

Contact hours are designed to be flexible and are delivered using a variety of methods to help you learn in the most effective way. A proportion of the core content may be delivered online and additional support materials and content will also be made available through Moodle.

FINTECH: Financial Services in the Digital Age

Appreciate the importance of Fintech for a wide range of stakeholders at trader, corporation and institution level. 

Values and attitudes

Analyse a FinTech-related topic with independent learning and critical thinking capabilities. 

Skills

Appreciate the relevance of data analysis in developing new solutions for the financial industry. 

Knowledge

Review and discuss the recent research advances of emerging technologies for financial services. 

Respect and value the role of financial regulation. 

Demonstrate how technology can be used to change the way things are done in the financial industry. 

Apply big data and innovative methodologies such as machine learning to business activity, e.g. risk management, asset management, customer relationships. 

Assess the new ways to connect buyers and sellers or automated trading. Analysing how technology, regulations, and finance come together. 

Define how changing business models will create new legal and regulatory challenges.

Discuss the essential concepts to understand the impact of technology in finance. 

Evaluate the importance of innovation and the role of new players entering into the financial industry.  