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Lending, Crowdfunding, and Modern Investing

Approx. 5 hours to complete

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Course Summary

Learn about the latest trends in modern investing through crowdfunding, marketplace lending, and more with this course from Wharton.

Key Learning Points

Explore the different types of alternative investments available in the market today
Learn about the unique risks and rewards associated with modern investing
Understand the role of technology in changing the landscape of investment options

Job Positions & Salaries of people who have taken this course might have

Investment Analyst
- USA: $78,000
- India: ₹6,00,000
- Spain: €50,000
FinTech Entrepreneur
- USA: $110,000
- India: ₹12,00,000
- Spain: €90,000
Crowdfunding Campaign Manager
- USA: $60,000
- India: ₹4,50,000
- Spain: €40,000

Learning Outcomes

Understand the different types of alternative investments available in the market today
Evaluate the unique risks and rewards associated with modern investing
Identify the role of technology in changing the landscape of investment options

Prerequisites or good to have knowledge before taking this course

Basic understanding of finance and investment concepts
Interest in exploring new and innovative investment options

Course Difficulty Level

Intermediate

Course Format

Online
Self-paced
Video lectures

Similar Courses

Investment Management Specialization
Financial Markets
Financial Engineering and Risk Management Part I

Related Education Paths

Notable People in This Field

Naval Ravikant
Barbara Corcoran

Related Books

Description

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.

Outline

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 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 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 4: Case Studies
Creating the New Frontier of FinTech - Square
Creating the New Frontier of FinTech - CommonBond

Summary of User Reviews

Find out what others are saying about the Wharton Crowdfunding, Marketplace Lending, and Modern Investing course on Coursera. Learn about the key aspects of the course that many users found helpful, as well as the most commonly mentioned pros and cons.

Key Aspect Users Liked About This Course

The course content is well-structured and provides a comprehensive overview of modern investing.

Pros from User Reviews

The course materials are up-to-date and relevant to current market trends.
The instructor is knowledgeable and engaging.
The course provides practical examples and case studies to reinforce learning.
The discussion forums are active and helpful for clarifying concepts.
The course is self-paced and flexible, making it easy to fit into a busy schedule.

Cons from User Reviews

Some users found the course to be too basic or introductory.
The quizzes and assignments can be challenging and time-consuming.
The course may not be suitable for those with no prior knowledge of investing or finance.
The course does not provide certification or accreditation.
Some users experienced technical difficulties with the online platform.

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Lending, Crowdfunding, and Modern Investing

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....

Save Course