Course Catalog

Financial service providers like to emphasize how finance and wealth management is a profession rooted in a personal approach to dealing with clients. An experienced and knowledgeable advisor understands the relationship with his/her client as a deep, on-going and dynamic process. According to this view, it is important for clients to know that they have entrusted their money with a real person who understands human emotions and believes that investment and financial services is much more than just portfolio optimization. Trust is also created by a plethora of rules and regulations in the financial sector (that the financial service providers have to comply with). This course will explain these rules and regulations. The course will then look at new technologies, such as artificial intelligence and robotics. The following question arises: what is the impact of new technologies on the financial industry?