FUNDAMENTALS OF FINTECH
Understand the Technologies, Business Models, and Regulatory Trends Disrupting Global Financial Services
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 17 – 21 Feb 2025 | Dubai – UAE | USD 3495 per delegate |
Course Introduction
Financial technology (FinTech) is transforming the global financial landscape—reshaping how individuals and businesses access, manage, and move money. From mobile payments and robo-advisors to blockchain and embedded finance, FinTech is revolutionizing customer expectations and business models in banking, insurance, and investment sectors.
This 5-day comprehensive training provides participants with a solid understanding of the FinTech ecosystem, key technologies, regulatory frameworks, and innovation strategies. It bridges the gap between finance and technology, equipping professionals with the tools to understand trends, evaluate business models, and engage in FinTech projects with confidence.
Course Objectives
By the end of this course, participants will be able to:
• Understand the core components and drivers of the FinTech ecosystem
• Explore the technologies enabling digital finance (AI, APIs, blockchain, cloud)
• Analyze FinTech business models and value propositions
• Examine digital banking, lending, payments, wealthtech, and insuretech solutions
• Identify regulatory and cybersecurity challenges in FinTech innovation
• Apply FinTech trends to business transformation and customer experience
Key Benefits of Attending
• Gain a practical, non-technical understanding of FinTech technologies
• Learn how FinTech is disrupting and complementing traditional financial institutions
• Discover the strategic, legal, and operational implications of FinTech adoption
• Build the knowledge to lead, participate in, or collaborate with FinTech initiatives
• Stay ahead of regulatory trends and digital customer expectations
Intended Audience
This program is designed for:
• Banking, insurance, and investment professionals
• Finance, strategy, and innovation managers
• FinTech startups and digital product managers
• Regulators, consultants, and legal advisors
• Anyone interested in the business and impact of financial technology
Individual Benefits
Key competencies that will be developed include:
• FinTech landscape and segment understanding
• Strategic evaluation of FinTech models and solutions
• Familiarity with emerging technologies and customer-centric innovations
• Enhanced ability to collaborate with digital teams or FinTech partners
• Awareness of FinTech risks, regulations, and cybersecurity best practices
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Improved readiness for FinTech partnerships and adoption
• Stronger alignment between innovation goals and technology solutions
• Greater ability to assess and integrate FinTech products
• Enhanced compliance and digital customer engagement strategies
• Increased agility and innovation capacity within finance-related operations
Instructional Methdology
The course combines business insight with case-driven learning:
• Briefings – FinTech trends, technologies, and market analysis
• Case Studies – Successful FinTech startups and digital transformation in finance
• Workshops – Business model design, customer journey mapping, and regulatory assessment
• Peer Exchange – Experience sharing across banking, startup, and regulatory perspectives
• Tools – FinTech landscape maps, model canvases, regulatory checklists
Course Outline
DETAILED 5-DAY COURSE OUTLINE
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Introduction to FinTech Ecosystem
Module 1: The Rise of FinTech (07:30 – 09:30)
• Drivers: digitalization, regulation, and customer expectations
• FinTech ecosystem players and value chain
Module 2: Market Segments and Business Models (09:45 – 11:15)
• Digital banking, lending, payments, insurtech, wealthtech
• Platform models, API economy, BaaS
Module 3: Case Study – Global FinTech Success Stories (11:30 – 01:00)
• Key disruptors in Asia, US, Europe, and MENA
Module 4: Workshop – Business Model Canvas (02:00 – 03:30)
• Participants design a FinTech solution for a target market
Day 2: Technologies Powering FinTech
Module 1: Core Enabling Technologies (07:30 – 09:30)
• APIs, cloud, blockchain, artificial intelligence, biometrics
Module 2: Open Banking and Embedded Finance (09:45 – 11:15)
• PSD2, API integration, and digital ecosystems
Module 3: Cybersecurity and Data Privacy (11:30 – 01:00)
• Risk landscape and protection strategies in digital finance
Module 4: Workshop – Technology Mapping Exercise (02:00 – 03:30)
• Participants match use cases to enabling technologies
Day 3: FinTech Applications in Banking & Insurance
Module 1: Digital Lending and Credit Scoring (07:30 – 09:30)
• P2P lending, AI-based scoring, SME finance
Module 2: Digital Payments & Wallets (09:45 – 11:15)
• Mobile wallets, QR, NFC, real-time payments
Module 3: Insurtech and Parametric Insurance (11:30 – 01:00)
• Microinsurance, usage-based models, AI in claims
Module 4: Workshop – Segment Deep Dive & Solution Mapping (02:00 – 03:30)
• Groups analyze and pitch a FinTech use case
Day 4: Innovation, Regulation, and Strategy
Module 1: Regulatory Frameworks for FinTech (07:30 – 09:30)
• Sandboxes, licensing, RegTech, AML/KYC challenges
Module 2: Partnering with FinTechs – Strategy & Due Diligence (09:45 – 11:15)
• Bank–FinTech collaboration, accelerators, venture arms
Module 3: FinTech Investment and Valuation Basics (11:30 – 01:00)
• Startup metrics, VC criteria, exit strategies
Module 4: Workshop – Regulatory Strategy Planning (02:00 – 03:30)
• Teams assess the regulatory implications of a FinTech model
Day 5: Future Outlook and Digital Transformation
Module 1: The Future of Finance – Web3, CBDCs & DeFi (07:30 – 09:30)
• Tokenization, stablecoins, decentralized finance
Module 2: Designing a FinTech Transformation Roadmap (09:45 – 11:15)
• Aligning FinTech adoption with enterprise strategy
Module 3: Final Case Study – Building a FinTech Proposition (11:30 – 01:00)
• Teams review and refine a FinTech product idea
Module 4: Final Presentations & Wrap-Up (02:00 – 03:30)
• Group presentations and expert feedback
Certification
Participants will receive a Certificate of Completion in Fundamentals of FinTech, confirming their understanding of key technologies, business models, and regulatory considerations in the evolving FinTech landscape.