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UPenn - Lending, Crowdfunding, and Modern Investing 

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Lending, Crowdfunding, and Modern Investing
 at 
Coursera 
Overview

Duration

5 hours

Start from

Start Now

Total fee

Free

Mode of learning

Online

Difficulty level

Beginner

Official Website

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Credential

Certificate

Lending, Crowdfunding, and Modern Investing
 at 
Coursera 
Highlights

  • Shareable Certificate Earn a Certificate upon completion
  • 100% online Start instantly and learn at your own schedule.
  • Course 3 of 4 in the Fintech: Foundations & Applications of Financial Technology Specialization
  • Flexible deadlines Reset deadlines in accordance to your schedule.
  • Beginner Level
  • Approx. 5 hours to complete
  • English Subtitles: English
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Details Icon

Lending, Crowdfunding, and Modern Investing
 at 
Coursera 
Course details

More about this course
  • In this course, you?ll learn the foundational theories behind robo-advising, crowdfunding, and marketplace lending, and how to apply these theories to optimize your investments. Professor David Musto of the Wharton School has designed this course to help you gain a practical understanding of the theoretical frameworks of Modern Portfolio Theory and Financial Technology. You?ll learn how to apply the ideas behind robo-advising and crowdfunding to better assess and leverage a more optimized portfolio while managing risks. You?ll also explore the current consumer credit landscape and learn how to utilize financial technologies in your business. You?ll analyze real-life examples by studying the cases of Square and CommonBond. By the end of this course, you?ll have honed your skills in calculating risks and returns in robo-advising and crowdfunding, and be able to assess the value of marketplace lending to achieve better returns on your investments. No prerequisites are required for this course, although "Fintech: Foundations, Payments, and Regulations" and "Cryptocurrency and Blockchain: An Introduction to Digital Currencies" from Wharton's Fintech Specialization are recommended.
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Lending, Crowdfunding, and Modern Investing
 at 
Coursera 
Curriculum

Module 1: Robo-Advising

Module Introduction

Overview

Portfolio Theory

Mean Variance Optimization - Part 1

Mean Variance Optimization - Part 2

Exchange Traded Funds (ETF) & Mutual Funds

Target Date Funds

Customization

Module 1 Lecture Slides

Module 1 Quiz: Robo-Advising

Module 2: Crowdfunding

Introduction to Crowdfunding

Raising Capital

Looking Back at the JOBS Act

Cost of Crowdfunding

Learning from the Crowd

Impact Investing

Module 2 Lecture Slides

Module 2 Quiz: Crowdfunding

Module 3: Marketplace Lending

Introduction to Marketplace Lending

The Consumer Credit Landscape

Evolution of Peer to Peer Lending

Student Loan Debt

Lending to Small Businesses

Module 3 Lecture Slides

Module 3 Quiz: Marketplace Lending

Module 4: Case Studies

Creating the New Frontier of FinTech - Square

Creating the New Frontier of FinTech - CommonBond

Lending, Crowdfunding, and Modern Investing
 at 
Coursera 
Admission Process

    Important Dates

    May 25, 2024
    Course Commencement Date

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    Lending, Crowdfunding, and Modern Investing
     at 
    Coursera 

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