Square
Explore how the leading fintech company succeeded in gaining market share from its early stages of value proposition and MVP.
EXECUTIVE EDUCATION
EXECUTIVE EDUCATION
March 19, 2021
2 months, online
4-6 hours per week
US$2,600 or get US$260 off with a referral
Special pricing up to 20% discount is available if you enroll with your colleagues. Please send an email to group-enrollments@emeritus.org for more information.
The disruption at the crossroads of financial services and digital innovation offers business visionaries the green light to revolutionize the way consumers, investors, and the global banking industry create, manage, and exchange assets. But to drive this fintech revolution, you must be comfortable in the fintech landscape and ready to execute the maneuvers that take your company from traditional to digital, from startup to scale. Blockchain, artificial intelligence, mobile payment, and other fintech innovations offer financial services companies the opportunity to improve operations and customer experience, reduce inefficiencies, and increase revenue.
This program goes deep on both the financial considerations and the technological. You will learn to identify emerging trends and opportunities, the skills required to launch a fintech startup, and the key components of a successful fintech investment so that you and your company can thrive in the Fintech Revolution.
Average funding deal for a fintech startup in 2020
Global fintech investments in 2019
Technologists employed by JPMorgan
This program is designed for any professional, investor, or fintech enthusiast who is interested in gaining a deeper understanding of fintech trends, ecosystems, tools, and methods of executing financial technology innovations. The program will be particularly useful for those in the following roles:
Representative roles include:
In this program, you will:
Th eight modules in this program are designed to help you synthesize various aspects of finance and technology, preparing you to propose a new fintech project for your business.
Analyze how fintech reduces costs for customers and companies; expand your understanding of the economic, technological, and global factors driving the fintech revolution; and identify fintech’s segmentation.
Explore strategies to transform and disrupt financial and banking services; evaluate the major trends in fintech and the opportunities they present; and analyze how existing products can benefit from fintech trends.
Calculate the valuation of a fintech company at different stages; develop strategies to generate network effects; compare blockchain systems; and evaluate how traditional financial products or services could benefit from crypto or blockchain innovations.
Identify the three pillars of data science and analytics; eliminate bias in a sample; understand reverse causality; design controlled experiments to implement A/B testing; explore machine learning and AI applications; and improve an existing fintech product.
Consider the limitations of traditional questionnaires and administrative datasets; analyze transaction data and apply it to answer business questions; and use high-frequency fintech data to address challenges and do good.
Identify the components of financial statements; evaluate the Conceptual Framework; compare the balance sheet, income statement, and cash flow statement; analyze a fintech company’s financials; and apply financial statements to your own work.
Apply the Business Model Canvas (BMC) to fintech ideas; compare strategies to raise capital; understand how fintech investments are made; develop strategies to attract investors; and create a plan to mitigate challenges to the implementation of your project.
Add value to your fintech application by applying top factors and strategies; leverage the ICO market in fintech applications; and create a plan to start a new fintech project or company, improve an existing fintech project, or analyze an existing fintech company.
Analyze how fintech reduces costs for customers and companies; expand your understanding of the economic, technological, and global factors driving the fintech revolution; and identify fintech’s segmentation.
Consider the limitations of traditional questionnaires and administrative datasets; analyze transaction data and apply it to answer business questions; and use high-frequency fintech data to address challenges and do good.
Explore strategies to transform and disrupt financial and banking services; evaluate the major trends in fintech and the opportunities they present; and analyze how existing products can benefit from fintech trends.
Identify the components of financial statements; evaluate the Conceptual Framework; compare the balance sheet, income statement, and cash flow statement; analyze a fintech company’s financials; and apply financial statements to your own work.
Calculate the valuation of a fintech company at different stages; develop strategies to generate network effects; compare blockchain systems; and evaluate how traditional financial products or services could benefit from crypto or blockchain innovations.
Apply the Business Model Canvas (BMC) to fintech ideas; compare strategies to raise capital; understand how fintech investments are made; develop strategies to attract investors; and create a plan to mitigate challenges to the implementation of your project.
Identify the three pillars of data science and analytics; eliminate bias in a sample; understand reverse causality; design controlled experiments to implement A/B testing; explore machine learning and AI applications; and improve an existing fintech product.
Add value to your fintech application by applying top factors and strategies; leverage the ICO market in fintech applications; and create a plan to start a new fintech project or company, improve an existing fintech project, or analyze an existing fintech company.
A unique live opportunity for you to interact with one another and build your professional network! Participants can interact with each other, and share personal backgrounds and thoughts on guided questions in an informal and fun way.
“This live event is another course differentiator that will give you a great opportunity to meet each other in a personal way to exchange ideas, develop personal connections, help each other with job or investment opportunities, and possibly meet up down the road,” Prof. Konchitchki said. “My vision with the live networking event is to bring a classroom experience where you all can see each other and connect with a personal feeling."
To gain a deeper understanding of fintech players and the playing field, you will examine several case studies from prominent fintech innovators.
Explore how the leading fintech company succeeded in gaining market share from its early stages of value proposition and MVP.
Explore how the popular digital wallet creates value through various components of its business model.
Explore the key features of the world’s largest fintech company, an affiliate of the Chinese conglomerate, Alibaba Group Holding.
Explore the rise and challenges ahead for this blockchain ecosystem, the world’s leading exchange for cryptocurrencies.
Explore key concepts and frameworks related to how one of the largest financial services firms in the world manages innovation.
Explore how the modern card issuing platform distinguishes itself in the payments ecosystem to create competitive advantage.
Note: All product and company names are trademarks or registered trademarks of their respective holders. The study of these products and/or companies does not imply any affiliation with or endorsement by them.
Yaniv Konchitchki
Christine Parlour
Steve Tadelis
Shachar Kariv
Yaniv Konchitchki
Tenured Associate Professor; Distinguished Teaching Fellow; Faculty Director, UC Berkeley Executive Education's Financial Technology (Fintech) Program; Faculty Director, Center for Financial Reporting & Management, UC Berkeley Haas School of Business
Prof. Yaniv Konchitchki is an expert in the interdisciplinary linkages between capital markets, finance, macroeconomy, financial & information systems technology, and financial reporting. His PhD is from Stanford’s Graduate School of Business (in Business Administration), and he also holds a CPA license and a Masters of Science from Stanford’s Statistics Department (in Statistics).
He has vast experience from academic and practitioner perspectives, and he is a founding father of Macro-Accounting, a new interdisciplinary research field that he has helped develop. His work focuses on the modeling and the resolution of real-world problems with the goal of enhancing decision making. His research expertise is in corporate financial reporting and analysis, interdisciplinary capital markets, valuation, financial technology (Fintech) & innovation, and macroeconomics.
His work is widely recognized internationally, nationally, and across top schools through awards/honors such as World’s Top 40 Under 40, Best Paper Award, Notable Contributions to Accounting Literature Award, UC Berkeley’s Bakar Faculty Fellow, Distinguish Teaching Fellow, Hellman Fellow for Distinguished Research Excellence, Schwabacher Fellow, Cheit Award for Distinguished Teaching Excellence, Thompson Teaching & Learning Innovation Award, Stanford’s Jaedicke Merit Award, among others.
To know more about Prof. Yaniv Konchitchki click here.
— Stephen Hine, Conversion Case Supervisor & Account Manager at an Insurance Service Company
— Ricky Graziosi, Technical Product Manager at a leading Online Payment Processor
— Srini Tarinikanti, Chief Information Technology Architect at a leading Management Consulting Firm
Get recognized! Upon successful completion of the program, UC Berkeley Executive Education grants a verified digital certificate of completion to participants. This program is graded as pass or fail; participants must receive 80% to pass and obtain the certificate of completion. This program also counts toward a Certificate in Business Excellence.
Download BrochureNote: This program results in a digital certificate of completion and is not eligible for degree credit/CEUs. After successful completion of the program, your verified digital certificate will be emailed to you in the name you used when registering for the program. All certificate images are for illustrative purposes only and may be subject to change at the discretion of UC Berkeley Executive Education.
Flexible payment options available.