Understanding WealthTech

Understanding WealthTech

Programme Objective

This course covers an overview of WealthTech and the opportunities available for accounting experts in the world of Fintech.

Programme Outline

On completion of the course, participants will be able to:

• Understand the basic concept of WealthTech.

• How WealthTech makes wealth management accessible, effective and versatile.

• Is Robo Advisory only for tech savvy millennial?

• Is Robo Advisory and Digital Bank a new reality post Covid-19?

• How does WealthTech relate to financial inclusion?

• In what ways has WealthTech improved the scope for financial inclusion?

• How is accounting and FinTech related?

• Neo Banks- no brick and mortar- where is digital wealth management heading?

• Neo Banks- what opportunities does the job market offer?

• In what ways does FinTech enhance the future job prospects of individuals trained or learning accounting?

Training Methodology

Live Webinar with theory, case studies, group discussions and multimedia-sharing.

Intended For

Accounting experts, CEOs, CFOs, COOs, Finance Managers, Auditors (Internal and External), Wealth Advisors, investment Advisors/Strategists, regulators, bankers, Risk officers, Head of Start up/FinTech labs and FinTech professionals. Those who are interested to acquire valuable insights into this subject matter are encouraged to attend as well.

Programme Facilitator(s)

Neha Mehta

Neha Mehta is the Founder of FemTech Partners. A consulting company based out of Singapore; winner of the British Chamber of Commerce, Singapore UK Impact in Singapore award, 2020. The firm focuses on helps women with Financial Inclusion and promotes Women in FinTech. Neha is a recipient of Global Future FinTech Leader Award by Abu Dhabi Government, Asia’s 50 most influential women in Renewable Energy and Singapore’s 100 Women in tech.

She is a well known speaker in conferences around the globe such as Pioneers in Vienna, Abu Dhabi FinTech week, Hong Kong Blockchain week etc. Neha holds a double-degree in Law and Commerce from the University of Delhi and has attended The Chevening Fellowship from King’s College London.

Understanding WealthTech, Neo Banks and Digital Banking

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What you will learn

• 5. Wealthtech, Neo Banks: Where is digital wealth management heading, Accounting opportunities and risks.

Rating: 4.75

Level: Beginner Level

Duration: 1 hour

Instructor: FemTech Partners