ROUTES: IVASS TRAINING - IVASS - CONSOB UPDATE
Ivass Thematic Area: COMPUTER TECHNOLOGY
Ivass module: 3. Applications / procedures and other technologies prepared by the company / s with which the intermediary operates
Consob Thematic Macro-area: INVESTMENT SCENARIOS AND FORECASTS
ESMA criteria point V.III: Letter F.

OBJECTIVES

The application of technology in the financial world aims at a greater use of robot advisor systems capable of replacing, only in part, the function of the physical person Advisor.
This type of evolution is also affecting the world of asset management and insurance.
Through an analysis of these first years of Fintech evolution, this online course develops a critical path, describing successful cases but also negative experiences.

DURATION

5 hours

CONTENTS

MODULE 1 - FinTech: technology in finance

• Introduction to FinTech
• The impact of FinTech on the world economy
• Technology and finance
• The evolution of the payment system
• The blockchain
• End of module test

 

MODULE 2 - New perspectives for asset management and insurance

• The new role of intermediaries
• Robo-advisory services
• Insurtech: innovation applied to the insurance world
• The main trends of InsurTech
• End of module test

 

MODULE 3 - FinTech successes and failures for a forecast calculation

• Fintech: bubble or real revolution?
• FinTech: a case of failure
• The bank is dead, long live the bank!
• Possible trends in the financial sector
• Global FinTech Survey 2017 and comparisons with the Italian market
• End of module test

 

MODULE 4 - The future of FinTech

• The bank of the future
• The potential of FinTech for consultants
• FinTech and the future of consulting
• Lending-based crowdfunding
• FinTech in Italy
• Competitive "technology-driven" trends
• Fintech Outlook 2017 - Part I
• Fintech Outlook 2017 - Part II
• End of module test

 

FINAL TEST

 

TECHNICAL REQUIREMENTS:

 

Acrobat Reader

PDF documents are exported for version 5 but are compatible with later versions of Acrobat Reader released up to the date of update of this file.

Browser

  • Internet Explorer 10
  • Internet Explorer 11
  • Mozilla Firefox
  • Google Chrome

JavaScript enabled

Pop-up blocker disabled

Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

Speakers or headphones (in case of multimedia products)

DATA TRACKING METHOD: SCORM 1.2

CERTIFICATION / CERTIFICATE

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Contents edited by: Assoreti Formazione

Teacher: Duccio Martelli

COURSE CODE:

0031_17_03