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Introduction to FinTech Course Overview

FinTech, or financial technology, is disrupting the traditional financial services industry. It is changing the way financial services are provided, making them more efficient and cost-effective, and helping to bring financial services to people who were previously underserved by traditional financial institutions.

In this course, we’ll first define what FinTech is, along with its importance, before explaining the history and evolution of various FinTech advancements. Next, we’ll take a look at the current FinTech landscape, focusing on some of the most prominent areas of financial services which are being impacted, such as alternative funding, digital banking, online payments, and investment management. We’ll then look at FinTech regulations and compliance along with the laws and guidelines that govern the industry. The last module will focus on the future of FinTech, exploring new ideas such as virtual reality, augmented reality, and wearables.

Introduction to FinTech Learning Objectives

Upon completing this course, you will be able to:

  • Define what FinTech is and its importance
  • Explain the history and evolution of FinTech
  • Identify the main areas and associated skills in FinTech and how they differ from traditional practices
  • Identify key players in the FinTech industry
  • Interpret FinTech regulations and compliance
  • Explain the future of FinTech and the advancement of new and current technologies

Who Should Take This FTIP Course?

This is a great introductory-level course for a junior or aspiring analyst who would like to build the skills necessary to innovate traditional financial services.

Introduction to FinTech

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Level 1

Approx 1h to complete

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

FinTech Industry Professional (FTIP)™
  • Skills Learned Financial Technology Fundamentals, Data Science and Machine Learning, Cryptocurrencies and Blockchain
  • Career Prep Data Science and Machine Learning, Data Analyst, Business Analyst, Software Developer

Learner Reviews

I look forward to tapping into FinTech in my business.

Victor Musonda

Great course
This is a wonderful introduction to the Fintech landscape. Highly recommended.

Joel Johny

Great Introductory Course
Worth the time. Go for it.

Eric Parsons

great introductory course

Johnson Makawuor

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
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