Fintech – Robo-investing, does it work?

Fintech – Robo-investing, does it work?

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Course name – Sydney Course

Personal investing is full of pitfalls. Would technology be able to help in reducing the costs and complexity for personal investment? Assuming you have some basic share and managed fund investment experience, this course canvasses the latest development of fintech in the investment space, how does it help to invest your monthly savings or lump sum superannuation investments, and the pros and cons of using technology for managing your investment portfolio. Does Robo-investing work now? What are the alternatives?

Macquarie Community College operates from a range of venues across North and Western Sydney. We have campuses in Carlingford, Chatswood, Mt Druitt, Richmond and many more. Enrol today or enquire now!

Course Outline

In this course you will learn:

  • The 8 aspects of Personal Financial Management
  • The 26 categories of Fintech development in personal finance
  • Robo-advice vs Robo-investing
  • Robo-investing Report
  • Man-and-machine Investing: the combination of both
  • Service and fee comparisons among full and Robo-investing

Course Outcome

At the end of the course, you will:

  • Have practical knowledge of the latest fintech development in the personal investment space
  • Increase your financial literacy
  • Minimise the chance of making investment mistakes

What to bring

Please bring a:

  • Pen and note pad
  • No textbook reqired
  • A passion to learn

Important Information

Prerequisite

This is an introductory course, but it would be helpful if you have some investment and internet skills and experience.

Delivery Mode

Discussion group with white board and PowerPoint presentation format.

Testimonial (optional)

"Lawrence was a very good teacher, added with a bit of humour to keep attention going. Got the participants involved so it was more practical than a boring lecture with facts."

"Really informative & knowledgeable presenter who was able to simplify challenging topics to be easily understood."

"The best value course I have ever participated in. Amazing teacher."

"Lawrence was the most fantastic teacher who could not be faulted. He is so knowledgeable and enthusiastic! He remembered everyone’s name and details and made the whole course so enjoyable and beneficial."