EXECUTIVE EDUCATION

Fintech Revolution: Transformative Financial Services and Strategies

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Course Dates
STARTS ON

December 3, 2020

Course Duration

DURATION

6 weeks, online
4-6 hours per week

Course Duration

PROGRAM FEE

US$2,600

Course Information Flexible payment available
Note: This program includes a scheduled break for the holiday season. There are no assignments, submissions, or sessions held between December 25, 2020 – January 1, 2021.

Innovation at the Intersection of Finance and Technology

If your business needs to leverage technology to create better financial services, this program will help you understand disruptions in the fintech industry across a broad cross-section of products and services, from traditional banking to blockchain. The goal is for you to create an action plan to foster innovation in your organization. You will learn how fintech can help you reach untapped markets, reduce costs, create economies of scale, and improve customer experience.

Why Fintech – and Why Now?

The question: Why fintech? Disruptive financial technology is a fast-moving global phenomenon. In 2019, fintech investments amounted to $55.3 billion and fintech ranked among the top five industries with companies listing $1 billion valuation or higher. The question: Why now? Fintech’s constant innovations demand flexibility, endurance, and risk exposure for financial services companies. Are they – are you – prepared to keep pace with the change?

More than 80% of banking CEOs are concerned about the speed of technological change.

Source: PcW Global Fintech Survey 2016

Industry analysts project the demand for fintech services to expand with a compound annual growth rate (CAGR) of 25-30% between 2019 and 2025.

Source: IndustryARC Fintech Market Forecast

Key Takeaways

To help you critically assess the future of financial services and identify opportunities for growth, this program guides you through the latest fintech innovations, disruptions, regulations, and emerging markets. At the close of this six-week program, you will be able to do the following:

  • Evaluate fintech’s transformative effects on a variety of businesses, including those in finance, real estate, insurance, marketplace lending, and personal banking
  • Explain how blockchain and distributed ledger technologies work and are used in financial businesses
  • Analyze the balance between regulation and innovation – and its tradeoffs
  • Describe a potential plan that encompasses key elements of digital transformation that can be applied to your current business to increase overall competitiveness

Program Modules

This program details the current state of fintech. It leads you from an overview of how technology is revolutionizing the financial sector to the intricacies of international compliance and the complexities of blockchain. It also analyzes what could be coming next in fintech, peer-to-peer lending, real estate, and insurance.

Week 1:

Digital Transformation and Financial Services

Explore the impact of digital disruption in the financial sector, the evolution of financial technology, generational shifts in attitudes toward fintech, the concept of trust as it applies to fintech, and potential fintech opportunities in your company or industry.

Week 2:

Digital Payments and Marketplace Lending

Learn about the history of payment methods and current global trends for remittances, including the credit card payment system, the complexities of the payment process, details on lending to small businesses offering consumer credit, and the challenges of implementing a disruptive technology.

Week 3:

Personal Banking and AI

Compare the actual versus the perceived value of robo-advisors and know what to expect next in AI, learn the value of peer-to-peer lending, gain insights into AI applications and machine learning in fintech, and plan to automate a task in your business.

Week 4:

Insurtech and Real Estate Tech

Learn how fintech is redefining the property, casualty, life, and health insurance industries; evaluate trends and disruptive models in residential and commercial real estate technology; and understand the benefits of digital transformation to various stakeholders.

Week 5:

Blockchain and Cryptocurrency

Identify how bitcoin and blockchain work in practice; compare different uses of blockchain; and articulate a strategy for using blockchain in finance.

Week 6:

Regulation

Learn terms and concepts related to financial regulation and fintech; analyze the impact of the Great Recession of 2008 on regulations; and gain a broad view of state, national, and international regulation of blockchain and crypto.

Week 1:

Digital Transformation and Financial Services

Explore the impact of digital disruption in the financial sector, the evolution of financial technology, generational shifts in attitudes toward fintech, the concept of trust as it applies to fintech, and potential fintech opportunities in your company or industry.

Week 4:

Insurtech and Real Estate Tech

Learn how fintech is redefining the property, casualty, life, and health insurance industries; evaluate trends and disruptive models in residential and commercial real estate technology; and understand the benefits of digital transformation to various stakeholders.

Week 2:

Digital Payments and Marketplace Lending

Learn about the history of payment methods and current global trends for remittances, including the credit card payment system, the complexities of the payment process, details on lending to small businesses offering consumer credit, and the challenges of implementing a disruptive technology.

Week 5:

Blockchain and Cryptocurrency

Identify how bitcoin and blockchain work in practice; compare different uses of blockchain; and articulate a strategy for using blockchain in finance.

Week 3:

Personal Banking and AI

Compare the actual versus the perceived value of robo-advisors and know what to expect next in AI, learn the value of peer-to-peer lending, gain insights into AI applications and machine learning in fintech, and plan to automate a task in your business.

Week 6:

Regulation

Learn terms and concepts related to financial regulation and fintech; analyze the impact of the Great Recession of 2008 on regulations; and gain a broad view of state, national, and international regulation of blockchain and crypto.

For full details about the curriculum, please download the brochure.

Download Brochure

Program Experience

Bite-Sized Learning

Bite-Sized Learning

Real-World Examples

Real-World Examples

Expert Guest Speakers

Expert Guest Speakers

Crypto Demos

Crypto Demos

Peer-Based Learning

Peer-Based Learning

Assignments

Assignments

On-Demand Video Lectures

On-Demand Video Lectures

Capstone Project

Capstone Project

Who Should Attend?

Automation is at the heart of every financial services company, so it is essential for finance and compliance professionals to understand recent disruptions in the industry and create a plan to foster innovation in their own organizations. This program is appropriate for a wide range of professionals:

  • Mid- to senior-level management in finance
  • CXOs of fintech startups
  • Senior management leading fintech function
  • Technology, growth, and innovation consultants
  • Professionals working in real estate, insurance, risk, compliance, and regulatory fields

Representative roles include:

  • Finance Director
  • VP of Finance
  • Financial Planning Manager
  • Finance Manager
  • Financial Analyst
  • Credit Analyst
  • Economist
  • Management Accountant
  • Managing Partner
  • Founding Partner
  • CEO
  • CFO
  • Fintech Advisor
  • Fintech Consultant
  • Associate Fintech Consultant
  • Fintech Consultant and Strategic Advisor
  • VP of Audit and Compliance
  • Compliance Manager
  • Risk Manager
  • Audit Manager
  • Senior Vice President of Innovation
  • Director of Regulatory Affairs
  • Policy Director
  • Director of Digital Transformation

Program Faculty

DAVID MUSTO, PhD

Ronald O. Perelman Professor in Finance, The Wharton School

Dr. Musto’s research interests include capital markets, consumer credit, and financial intermediation. BA in economics from Yale University; PhD in finance from University of Chicago

JESSICA WACHTER, PhD

Dr. Bruce I. Jacobs Professor in Quantitative Finance, The Wharton School; Richard B. Worley Professor of Financial Management, The Wharton School; Board Member: Western Finance Association, American Finance Association; Associate Editor: Review of Financial Studies, Journal of Economic Theory

Dr. Wachter’s research interests include asset pricing, financial econometrics, behavioral finance, and portfolio choice. AB in mathematics and PhD in business economics from Harvard University

NATASHA SARIN, JD, PhD

Assistant Professor of Law, Penn Law; Professor of Finance, The Wharton School

Dr. Sarin’s research interests focus on topics at the intersection of law and finance, including financial regulation, consumer finance, macroprudential risk management, and the regulation of large financial institutions. BA in ethics, politics, and economics from Yale University; JD from Harvard Law School; PhD in economics from Harvard University

CHRISTOPHER GECZY, PhD

Adjunct Full Professor of Finance, The Wharton School; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research

Dr. Geczy’s research interests include multifactor models, wealth management, risk management, asset allocation, performance of hedge funds, venture capital, and private equity. BA in economics from University of Pennsylvania; MBA and PhD in finance and econometrics from University of Chicago

SARAH HAMMER, JD

Managing Director of the Stevens Center for Innovation in Finance, The Wharton School; Adjunct Professor of Law, Penn Law; Board Member: Independent Management Advisory Committee of the International Telecommunications Union at the United Nations

Ms. Hammer focuses her academic work on private equity, private credit, hedge funds, venture capital, wealth management, fintech, blockchain, and capital markets. MS from Oxford University; MBA from the Wharton School; JD from University of Pennsylvania Law School

Guest Speakers

Jamie Finn

Securitize: Co-Founder, President

Jackie Reses

Square: Capital Lead

Warren Pennington

Vanguard: Principal, Vanguard’s Investment Management Group; Global Head of Fintech

Certificate

Certificate

Upon successful completion of the program, you will earn a digital certificate of completion from the Wharton School.

Download Brochure

Note: After successful completion of the online program, your verified digital certificate will be emailed to you in the name you used when registering for the program. All certificate images are for illustrative purposes only and may be subject to change at the discretion of the Wharton School.

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Flexible payment options available. Click here to learn more.