Lending, Crowdfunding and Modern Investing (Wharton Online)

Colleagues, in the Lending, Crowdfunding and Modern Investing program from Wharton Online you’ll learn the foundational theories behind robo-advising, crowdfunding, and marketplace lending, and how to apply these theories to optimize your investments. Professor David Musto of the Wharton School has designed this course to help you gain a practical understanding of the theoretical frameworks of Modern Portfolio Theory and Financial Technology. You will have honed your skills in calculating risks and returns in robo-advising and crowdfunding, and be able to assess the value of marketplace lending to achieve better returns on your investments. Four skill-based training modules include: 1) Robo-Advising - through the framework of Modern Portfolio Theory, you’ll learn key concepts such as Mean Variance Optimization, the importance of diversification, and the foundations of Index Mutual Funds, 2) Crowdfunding - learn about the JOBS Act of 2012 and identify the new approaches to finance innovation caused by the statute. Through calculation of the costs of using crowdfunding for investment, you’ll analyze the value "the wisdom of crowds" and gauge the risks and rewards of impact investing, 3) Marketplace Lending - examine peer-to-peer lending and its effect on the consumer credit landscape and marketplace lending. Through identification and understanding of the different types of debt in an average household and discovering the value of peer-to-peer lending platforms and how they offer an alternative method to financing debt. By the end of this module, you’ll gain a better understanding of the current consumer credit landscape and be able to better analyze the methodology behind fintech companies that refinance loans for consumers, and 4) Case Studies - David Klein, CEO of CommonBond, and Jackie Reses, Capital Lead of Square, provide deeper insights into the evolution of fintech, and explain how their organizations effectively utilized fintech's benefits and gain a better understanding of the practical applications of fintech in an organization and fintech's potential for creating new market opportunities.

Enroll today (individuals & teams welcome): https://tinyurl.com/wh42vksj 

Much career success, Lawrence E. Wilson - Financial Certification Academy