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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

More pathways

Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

More pathways

Book a demo

Pricing

Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

Book a demo

Pricing

Ready to get started?

Book a demo

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Introduction to Robo Advisors

Introduction to Robo Advisors

Adam French

Co-founder: robo-advisory firm Scalable Capital

Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.

Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.

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Introduction to Robo Advisors

13 mins 15 secs

Overview

Robo advisors offer retail investors access to technology-enabled discretionary portfolio management and investment advice in a convenient, low-cost, transparent and emotion-free manner tailored to each client’s risk preferences. The industry has grown on the back of a confluence of technology developments, the rise of passive investing, regulatory changes, and the high costs and opaqueness of traditional advice.

Key learning objectives:

  • Define robo advisors and the origins of robo advice

  • Identify the reasons for using a robo advisor

  • Define WealthTech and its future drivers

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Adam French

Adam French

Adam French has spent the last twelve years working in the financial markets. His career started at Goldman Sachs where he was working in both the equities and commodities trading divisions. After spending seven years there, he left to co-found a business called Scalable Capital.

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