Name: Build Your Own Robo-Advisor
Rating: 5.00 (2 reviews)

Overview

Build Your Own Robo-Advisor Overview

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.

Build Your Own Robo-Advisor Learning Objectives

Explain different qualitative and quantitative questions a robo-advisor may ask.
Build your own robo-advisor model on Excel
Use data validation and functions such as VLOOKUP and XLOOKUP on Excel

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:

Excel Fundamentals – Formulas for Finance

Who should take this practice lab?

Anyone who has an interest in wealth management or WealthTech.

Build Your Own Robo-Advisor

Led by Scott Powell

Level 3

Approx 0.5h to complete

100% online and self-paced

Get Started

What you'll learn

Lesson

Multimedia

Exams

Files

Build Your Own Robo-Advisor

Enjoy a Free Preview Free Preview

Introduction Free Preview

Simple Illustrative Robo-Advisor Example Free Preview

End of Free Preview Free Preview

Downloadable Materials

Simple Robo-Advisor Demo

Robo-Advisor Question Examples

Robo-Advisor Demo

Qualified Assessment

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

Learn More

What Our Members Say

Great introduction to Robo Advising

This course walk you through a model to build a Robo Advisor in Excel. It provides a good introduction to using an algorithm to build a portfolio based on risk and needs.

Charles Webb III

Great learning content.

Onyedika Nwoji

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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.