8 Outstanding WealthTech Online Courses You Need To Know

As the digitalization is changing how we handle finances and wealth, there’s never been a better time to consider a career change into WealthTech. If you’re undergoing such an exciting and nerve-racking transition you’ll likely find yourself needing a polish up on some skills to prepare for the leap. Learn about some of the top WealthTech online courses we’ve found around the web that will equip you for a career in this field.

WealthTech is a relatively new sector under the greater FinTech (Financial Technology) umbrella. It essentially refers to the merging of technology with how people manage their investments and wealth. It covers everything from retirement accounts and bank savings to stocks. The future of WealthTech looks bright. In fact, 2016 saw some 74 financing agreements for WealthTech businesses worth $657 million alone! As you’ll see, there are some great possibilities for entry into this sector through a variety of tech and entrepreneurial disciplines, and the following are some of the best WealthTech online courses to get you oriented.

Top 3 WealthTech Online Courses For Beginners

1) Finance for Non-Finance Professionals

wealthtech online course Finance for Non-Finance Professionals

The crux of what WealthTech is and does revolves around using technology to replicate or enhance the role previously performed by finance professionals. Whatever your aims in the WealthTech sector, you should first seek to familiarize yourself with what it is exactly that finance professionals do.

This course is a 5-week beginner’s survey by the prestigious Rice University that takes individuals with non-finance backgrounds and equips them with a working knowledge of all things finance from stock markets to corporate finance. It’s an ideal course for potential CEO’s and start-up entrepreneurs who need a working vocabulary of the market. The course is short, but thorough, with quizzes at the end of each week, a graded capstone, and final exam, after which a student can receive a certificate of completion.

2) FinTech and Transformation in Financial Services

Fintech and the Transformation in Financial Services

The next logical step after getting a foundation in general finance is to make the leap into how technology and money coexist. That’s exactly what this course by Copenhagen Business School covers. In particular, students spend 4 weeks working through readings, videos, and graded quizzes, and by the end will have an understanding of the transformational impact digitalization has had on the finance industry and what competitive advantages it gives rise to.

Assessment is based on individual graded assignments after each week, and at the end of the course, a certificate is awarded. However, this course also exists as part of a larger specialization in Digital Transformation in Financial Services that could also be of interest for those wishing to go deeper.

3) Investment Portfolio Management Specialization

wealthtech online course Investment and Portfolio Management

The bread and butter of current WealthTech services centers on investment and portfolio management. Whereas we used to rely on financial advisors for such things, the world is now turning to “robo-advisors” to monitor and manage the assets that people invest in. As this is such a crucial component to the current WealthTech climate, it’s likely a good idea that WealthTech professionals understand what goes into managing an effective investment portfolio if they are to offer technological services that do the same.

This specialization bundle at Coursera offered by Rice University takes students on an in-depth 15-week study into what it takes to build and manage a winning investment portfolio. The courses in the bundle feature videos, readings, and assessments via practice quizzes and a final capstone project. By the end of the course, students should have mastered analytical, quantitative, and practical skills associated with managing investments. Should the student succeed, a certificate is also awarded.

The first 3 courses listed were chosen as they equip students with foundational knowledge and goals of what is sought after in WealthTech. The remaining courses listed tend to focus on certain domains and skillsets needed within the sector. 

Specialisations Suited For A WealthTech Career

4) Artificial Intelligence

wealthtech online course Artificial Intelligence

You can bet these days that anywhere humans are using technology to regulate and inform human activity, such as seen in investing, that some sort of artificial intelligence (AI) is involved. This course by Colombia University serves as a great, generic introduction to the concept of AI.

Students will spend 12 weeks engaging in lectures, readings, programming assignments, and graded projects to learn the ins and outs of AI and its uses. The end goal is that students will have a chance to construct their own AI search agent, receive a certificate of completion, and be equipped to potentially begin applying what they’ve learned to the WealthTech sector.

5) Machine Learning

wealthtech online course Machine Learning

While something like AI can seem advanced and state of the art, it barely scratches the surface when it comes to the types of technology WealthTech integrates with. Machine Learning takes AI to a whole new level as it equips machines to learn and respond on their own, rather than depending on human input. This is an extremely valuable feature in WealthTech applications that rely on spur of the moment decisions and informed reactions.

This course by Stanford University is a highly reviewed and acclaimed course to introduce students to Machine Learning and lay the foundation for how an entrepreneur or programmer could apply these elements to WealthTech services. It’s an 11-week course assessed by graded assignments and awarded with a certificate. By the end, students will learn effective machine learning techniques and how to implement them to get machines to work for them!

6) Introduction to Big Data

wealthtech online course Investment and Portfolio Management

Following artificial intelligence and machine learning, Big Data is another fundamental, technological asset found in the WealthTech sector. UC San Diego provides a great introduction to this topic through Coursera, and a much deeper and longer specialization is also available for those really wanting to dive into the field of Big Data.

This course seeks to equip students with a foundation to describe Big Data, do basic data mining, and work with the Hadoop program. Afterward, students may be prepared to leverage Big Data found in places such as the stock market, to provide quality WealthTech services. Introduction to Big Data only takes about 3 weeks to complete, features graded assignments for assessment, and likewise provides a certificate upon completion.

6) Learn Python (Programming)

wealthtech online course Learn Python

If you’re planning on working on the development end of WealthTech, then you’ll definitely need to know how to program. Then again, even if you’re not specifically looking to write the code behind the apps, having a basic understanding of the complexities and intricacies involved in programming is useful for any tech professional.

Code Academy is one of the most well-known and used platforms to get potential developers started in the language, and they offer a great introduction to Python, one of the most used programming languages in the FinTech world. Code Academy’s course offers a free basic package that could take up to 4-6 weeks to complete. It features hands-on application and a final project to assess skill. However, you’d have to upgrade to the paid version for extra quizzes, and no certificate of completion is awarded.

7) iOS Developer Nanodegree

wealthtech online course IOS Developer Nanodegree

Most tech fields are bent on getting their services to us quicker and on the move. As such, most WealthTech services are being realized in the form of mobile apps. Learning to apply your programming skills to developing mobile apps could be a huge advantage to your skill set in WealthTech, and if you’d like to learn what is required to make a functional iOS app for an iPhone or iPad, this nano degree by Udacity has got you covered.

Students in this course spend up to 6 months learning to master the Swift programming language to create a portfolio and develop real working apps. This is a highly valued program that provides a real working portfolio for the student and is designed to lead to employment as an app developer. As such, this course does come at a relatively higher cost, but it does feature great projects for assessment, career support, and a highly recognized credential.

8) Python for Trading and Investment

wealthtech online course Python for Trading & Investing

We already mentioned that Python is one of the most useful programming languages for FinTech. This course at Udemy provides a great practical course for applying this language to extract and analyze data from the stock market, which is basically the core of many WealthTech applications and services.

This course takes the student through 3 hours of lectures and multiple other resources with the goal of teaching students to use Python to analyze financial data. Basic Python familiarity is expected as the material and coursework will be very hands on. A certificate of completion is awarded at the end; however, assessment is based upon the completion of the coursework as opposed to a final exam.


WealthTech is revolutionizing how this generation invests and manages their money. As such, it is an exciting time for those making career changes into WealthTech to take advantage of WealthTech online courses to better equip themselves for the jump into this growing field.

Whether you’re looking to develop apps or cutting edge artificial intelligence systems, the possibilities within the WealthTech sector truly are vast. For more tips and preparation help for your change into WealthTech, subscribe to our newsletter and stay connected through Facebook!


David Gilbert