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Fintech/ InsurTech PM course - Coggle Diagram
Fintech/ InsurTech PM course
Course Content Creation
Curriculum/ Syllabus
Fintech
industry landscape
core Fintech technologies
Security
compliance tech
KYC
AML
Basic financial issues
Regulation
Compliance
Selected CFA paper 1 topics
Software PM requirements
from Paul's network?
from Paul
Training overview
Digital PM
4 Steps to start a project
Analytics basics like GA, etc.
Integration of these topics
Course materials
Student notes
Teachers notes
Teacher presentation slides
Assignments
CHI / ENG
Delivery
Finding teaching staff
Core teaching staff (online/ office hours? by lectures)
Professor as guest lecturers (online/ by lectures)
Gather a contact of all Fintech startups (we start in TW but we can invite guests from around the region to make us look more international)
TW
HK
SG
Course coordinator (slack group)
Practitioner guest speakers (offline/ by hours)
Learning Hub
LMS
Videos streaming
Webinars
other basic LMS functions
Post-course community building
Portfolio
Slack Group
Language
95% Chinese
5% English case sharing
Course package
learning outcomes
#
know-hows
before launch
product fuctional spec
source vendors
etc
after launch
manage outsource partners
submit change requests
etc
take home materials
checklists
templates
toolkits
quick access/ directory shortcut
accreditation
certificate
assessment (pass)
attendance/ assignment completion
Course info
Course hours
#
offline sessions
online sessions
Office hours
Community base study groups (slack)
assessment
tests?
capstone project?
online portfolio
something similar like
businessmodelyou
Picing
competing courses
on Fintech
free courses on Coursera
[1]
HKUST FinTech: Finance Industry Transformation and Regulation Specialization
FinTech Foundations and Overview (15 hours)
FinTech Security and Regulation (RegTech) (15 hours)
FinTech Risk Management (16 hours)
FinTech Disruptive Innovation: Implications for Society (11 hours)
[2]
UPenn Wharton Fintech: Foundations & Applications of Financial Technology Specialization
FinTech: Foundations, Payments, and Regulations (8 hours)
Cryptocurrency and Blockchain: An Introduction to Digital Currencies (8 hours)
Lending, Crowdfunding, and Modern Investing (7 hours)
Application of AI, InsurTech, and Real Estate Technology (5 hours)
[3]
University of Michigan Financial Technology (Fintech) Innovations Specialization
The Future of Payment Technologies (7 hours)
Blockchain and Cryptocurrency Explained (8 hours)
Raising Capital: Credit Tech, Coin Offerings, and Crowdfunding (5 hours)
Innovations in Investment Technology: Artificial Intelligence (6 hours)
[4]
CBS Digital Transformation in Financial Services Specialization
Digital Competition in Financial Services (16 hours)
FinTech and the Transformation in Financial Services (11 hours)
Innovation Strategy: Developing Your Fintech strategy (17 hours)
Digital Transformation of Financial Services - Capstone Project (6 hours)
[5]
Duke University: FinTech Law and Policy (9 hours)
paid cert courses
Harvard FINTECH GetSmart online (80 Hours)
NTD115k Prospectus
Oxford Fintech GetSmart Programme (80 Hours)
NTD106k Prospectus
on PM
PMP and the offerings by similar Education Insitutions
Free course on Coursera
Fundamentals of Project Planning and Management (12 hours)
Software Product Management Specialization
Introduction to Software Product Management (4 hours)
Software Processes and Agile Practices (7 hours)
Client Needs and Software Requirements (13 hours)
Agile Planning for Software Products (14 hours)
Reviews & Metrics for Software Improvements (8 hours)
Software Product Management Capstone (24 hours)
Go to market
Audience
B2C Career Change
Tech to Fin
Existing software PM wanting to become Fintech PM
Fin to Tech
Bank or insurance digital PM wanting to join Fintech startups
Regular staff at Bank to digital team in Bank
B2B tailor made program like MasterCard
Channels
SG
partnership with AlphaCamp?
partnership with Fintech recruiters
First launch market
TW
Meetups and birefing
co-working space and sharings
gov training fundings/ EI channels
crowdfunding
Lv 1 Digital PM ($1k to $2k)
Lv 1 + Lv 2 Fintech Specialization ($10-$15K)
HK
Meetups and birefing
co-working space and sharings
gov training fundings/ EI channels
partnership with Fintech recruiters
Partnership & Endorsement
Marketing materials
Website
Syllabus
Whitepaper
Teacher bio
Etc.
landing pages
ads