Navigating the world of Fintech

Disruptive Fintechs, are fundamentally changing the financial services sector and its essential that practitioners understand how to harness its power. We have a range of stimulating, educating and challenging resources to help you successfully navigate this transformation.

Blockchain/ Cryptocurrency
Cybersecurity
Payment
Regtech
Wealthtech

The Fintech Future

Financial technology (fintech) has transformed the financial landscape in recent years, dramatically changing the way consumers access and use services and products. The breadth of fintech solutions only continues to grow. It is essential, therefore, that practitioners understand fintech and how to harness its power.

The global fintech market is projected to reach £590.12 billion by 2030 1
By 2026, £486 billion worth of off transactions worldwide will be made with the Buy Now Pay Later model 2
Fintech companies with ESG mandates will enjoy exponential growth2

1Fintech (Financial technology) Market Size Report, Growth, Forecast 2022-2029

2Top Fintech Trends to Watch In 2023 – Forbes Technology Council

Getting started in fintech

Fintech is reshaping the financial services sector with implications for career choices. The opportunities are near-limitless if you’re willing to reimagine what’s possible and refuse to let legacy structures and thinking get in the way.

The financial technology industry is not as daunting as it might seem. All you need is relevant skills and knowledge of the space to make room for yourself in this industry.

Build skills & knowledge

Explore our range of learning resources that will help you navigate the fintech space

Join our community

Join over 4000 members who form our fintech forum and over 200,000 financial professionals through our Chartered Body Alliance

Stay updated

We run a range of fintech related events for both members and non-members which include CPD events, networking events, live webcasts and masterclasses

Benefit from membership

Gain access to a range of membership benefits including our newly launched mentoring platform for career development

Find out more

Hear from Gareth Iguasnia, Specialist Client Solutions Strata on how he started out in Fintech

Wealthtech

Wealthtech covers a range of innovative technologies, such as artificial intelligence and big data, that provide an alternative to traditional wealth management techniques. The aim of wealthtech is to reduce management costs and optimise investment performance.

Robo-Advice

Professional Refresher

The term ‘robo-advice’ generally refers to the development of web-based systems which provide investment advice or portfolio management to clients without the (direct) involvement of a human adviser. This module provides an understanding of robo-advice, the definition of advice, and the implications of giving it, the impact of the Financial Advice Market Review, and the way ahead.

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Machine Learning

Professional Refresher

Machine learning (ML) – a subset of artificial intelligence (AI) – has implications for almost every facet of public life, including finance and the financial sector. It can manifest and be applied in a multitude of ways This module will explore the basic concepts of ML, as well as what it might mean for the future.

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Artificial Intelligence

Professional Refresher

The hopes and fears sparked by artificial intelligence (AI) have raised it to an almost mythical status. Some anticipate AI to cause chaotic waves while some hope infallible tools put an end to illness and crime. This module gives an insight into AI and provides a deeper understanding of how it is, and will be, used along with some of the ethical questions raised by AI.

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Investing in Cryptoassets

CISITV Video

Cryptoassets continue to grow in popularity but investors, asset managers, wealth managers, crypto exchanges, regulators and others are struggling to keep pace with the challenges. Investors and their money managers need to understand what cryptoassets are.

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Micromodule: Fintech

Professional Refresher

This Micromodule consists of one video and provides an introduction to fintech. CPD for this viewing this Micromodule will be added to your log within 24 hours.

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Fintech

Professional Refresher

The emergence of FinTech marked a convergence of technology and the finance sector. From its nascent origins in the aftermath of the Global Financial Crisis of 2007-2008, FinTech gradually evolved into greater maturity, with some successful start-ups becoming listed companies themselves.

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Cybersecurity

A cyber-attack can take place in various forms, potentially resulting in the paralysis of a computer system or the theft, loss or breach of data. It can lead to significant disruption and loss of credibility amongst clients. Awareness is key for organisations when it comes to being able to understand and identify the different types of cyber threats.

Corporate Cybersecurity

Professional Assessment

This online short course covers essential learning and understanding of all the key elements of cybersecurity from a global perspective.

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Ability to bounce back after a cyber attack

CISITV Video

Join us for this informative webinar where John Harrison, Head of Information and Cyber Security, Charles Stanley, and Oge Udensi, Principal, Cyber Security and Cloud Risk, UK Finance, will be discussing the ability to bounce back after a cyber attack.

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Online Fraud

Review article

Banks are not doing enough to protect us from online fraud, according to the latest investigation into banking security published by consumer group Which? Money
by Fred Heritage

Read the article

Cybercrime

Professional Refresher

Cyber threats are real and crucial to note, as they can result in the paralysis of an organisation’s computer system, theft of information such as customers’ bank account and credit card information, and the loss of important data. Cybercrime usually refers to any crime that involves a computer.

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Micromodule: Cyber Security

Professional Refresher

This Micromodule consists of one video and provides an introduction to cyber security. CPD for this viewing this Micromodule will be added to your log within 24 hours.

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Data Protection Essentials

Professional Refresher

Our data is a valuable commodity, which means that it can be misused for criminal purposes, such as identity fraud and cybercrime. Ensuring that our information remains safe is the guiding principle of all data protection legislation and processes. In this module, we consider the challenge of data protection, what it means and how we can all contribute towards it.

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Information Security and Data Protection

Professional Refresher

Today’s financial services firms use a vast amount of information to operate on a day-to-day basis. This information is the ‘life blood’ of such firms, and it is important that this information and the systems used to manage it are protected from misuse. This module explores the regulatory framework, the latest cybercrime developments, the lessons to be learnt from high profile cases and key identity issues.

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Blockchain / Cryptocurrency

Blockchains are becoming increasingly popular in the financial services sector for many reasons – from powering cryptocurrencies to transparently recording a ledger of payments, exploring medical research, creating voting systems, streamlining supply chains, and so much more.

Blockchain

Professional Refresher

Blockchain technology has grown rapidly over the past few years, in part fuelled by an explosion of innovative thinking in areas in which it could be used. This module describes blockchains and investigates its value drivers and the potential areas of impact on the financial markets.

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Cryptocurrencies

Professional Refresher

Cryptocurrencies exist as both an intangible and, in some cases, unbacked source of wealth and a minable finite asset, the full potential and risks of which remain to be seen. In this module, we explore what a cryptocurrency is, how, and if they can be adequately regulated, the way they are traded and what role they might play in the future.

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The Cryptocraze

Review article

Cryptocurrencies are finally being taken seriously by financial markets. Rebecca Campbell looks at the implications of the many different digital currencies.

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Digital Infrastructure

CISITV Video

Technologies are constantly evolving to become more efficient and reliable, leading to them having bigger impacts on our lives. Almost all aspects of life are now changing due to these technologies, whether that's working remotely, catching up with friends, or attending a doctors appointment online, the digital transformation is here to stay.

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Micromodule: Cryptocurrencies

Professional Refresher

This Micromodule consists of one video and explains what cryptocurrencies are and how they are created and used. CPD for this viewing this Micromodule will be added to your log within 24 hours.

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Technology for Non-Technology Managers

Professional Refresher

Information technology (IT) is always evolving, computing power is continually increasing and data storage has become fairly commoditised. The growing complexity of the technology landscape can be daunting, and poor choices can significantly hurt a business. It is critical for non-technology managers to have at least a basic understanding of important elements of IT, and to be able to cut through the clutter of complex terms and constantly changing products.

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Payment Technology

As fintech expands globally, both established and up-and-coming firms are offering payment solutions. The goal of fintech payments is to allow people to make payments more quickly, simply and securely.

Payment Technologies

Professional Refresher

Payments, and the technology that supports them, are essential requirements to ensure the smooth operation of the global economy. This module covers payment technology, examines the size and importance of the industry, provides an overview of the main predicted trends and looks at the growing use of cryptocurrencies and digital currencies.

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Digital and Mobile Banking

Professional Refresher

In this module, we will explore the revolution in saving, borrowing and making payments which has occurred in the last two decades, as well as the broad categories of platforms and their uses. We will look at some of the players who have introduced important innovations or become dominant in the rapidly evolving space of digital and mobile banking.

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Follow the Virtual Money

Review article

Len Williams explores the likely impact of the metaverse on our sector – and who will make money from it.

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Central Bank Digital Currencies Become a Global Reality

Review article

Dr Oonagh McDonald surveys this brave new world.

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Open Banking and Finance

Professional Refresher

Open banking enables consumers to achieve an all-round, single platform view of all their bank accounts, allowing for easier comparison and switching, and for fintech providers to offer them innovative products and services to maximise their finances. Open finance is the next step in this process of liberating and sharing data as it extends the principles behind open banking to a much wider range of financial services products.

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