Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating a simple robo-advisor on Excel. Once we finish this, we’ll move onto a more complex version to show you a general idea of how robo-advisors work in the real world.
Recommended Prerequisite Courses
This preparatory course is optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
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.