Build Your Own Robo-Advisor

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.