Fintech: A Practical Introduction for Managers Training Course

Course Code



14 hours (usually 2 days including breaks)


  • Knowledge of the finance sector
  • An interest or mandate to investigate new technologies applicable to the finance sector


  • Strategists within the finance industry
  • Technologists within the finance industry
  • Stakeholders within finance organization
  • Consultants and business analysts


Fintech refers to the convergence of finance + new technologies.

In this instructor-led, live training, participants will gain an understanding of the technologies, methods and mindset needed to implement a Fintech strategy.

This training is aimed at managers who need to gain a "big picture" understanding of Fintech, break down the hype and jargon, and take tangible first steps towards the adoption of new technologies applicable to financial business and services.

By the end of this training, participants will be able to

  • Present viable Fintech strategies for their organization.
  • Understand and explain the role and functionality of key technologies.
  • Draft an action plan for introducing new technologies in step-by-step fashion.

Format of the course

  • Part lecture, part discussion, exercises and case study group activities

Course Outline

Introduction to Fintech

  • Fintech industry impact
  • Winners and losers

Sector Overview

  • Initial Coin Offerings (ICOs)
  • Financial advisory
  • P2P lending
  • Social credit and financialization of the economy

Industry Case Study

Where Are You on the Fintech Scale?

Mapping out A Business Strategy

Conducting A Readiness Assessment of Your Organization

Key Technical Innovations Applied to the Finance Sector

  • Blockchain, AI, Security

Mapping out A Technology Strategy

Blockchain: Putting the "Digital Ledger" to Work for Your Organization

  • Demystifying the Blockchain.
  • Lessons from Bitcoin
  • Implementing a Blockchain strategy
    • Building the team
    • Mapping your transactions to the blockchain

AI: Introduction to Artificial Intelligence

  • Machine learning, natural language processing (text and speech), computer vision and robotics
  • Tapping into available resources
    • Social media APIs
  • Building a trading bot

Online Security: Security for Finance

  • Revisiting traditional definitions of cyber-security
  • Implementing a compliance plan and training the organization's business leaders
    • Building the team

Ethical Implications and Privacy

  • Chinese, European, and American approaches to privacy
  • Anti-laundering laws and their implications
  • Corporate social responsibility in an era of extreme transparency

Bringing It All Together

  • No need for "one-size-fits-all" and no need for "all-or-nothing"
  • A step-by-step approach

Team Communication and Managerial Buy-in

  • Conversations with managers and leaders
  • Conversations with engineers and data scientists

Closing Remarks



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