Fintech for Aging and Longevity Course

In Collaboration with the Global Initiative of Ageing Foundation (GIA) under the auspice of the United Nations

The ONLY course today that bridges Fintech and the trends of aging and longevity

Join our next cohort on March 21st!

DESCRIPTION OF THE COURSE

The aging process is more dynamic than ever, with extended disability-free stages including opportunities in the labor market. This demographic creates new opportunities for every generation. The aging process is also associated with financial risks such as extended periods of chronic conditions and long-term care and a higher economic burden on individuals and their families. These factors are creating a need for financial technologies (Fintech) to play a central role by offering innovative solutions to plan, monitor, and finance a longer life while protecting and supporting aging adults and their family caregivers.

In light of these changes, we have developed a unique course to help corporate professionals recognize the value of Fintech solutions as a driver of sustainable engagement with aging customers, thus improving financial inclusion and financial wellness for people as they age.

WHAT OTHERS SAY ABOUT THE COURSE

THE STRUCTURE OF THE COURSE

• 100% live online via Zoom
• 2 weekly modules of 4 hours each
• 1-2 hours reading in between sessions
• Short quiz
• Certificate of Completion
• Network with like-minded people

*Note: The eligibility for the certification of completion is conditional on a minimum of 80% attendance in the sessions and a minimum score of 75 on the quiz.

WHAT YOU WILL LEARN

In this course, you will: 

• Understand the untapped opportunities Fintech provides for the aging population and midlife adults who want to be well-prepared for the last stage of their life course.
• Learn about the five pillars of Fintech for aging and longevity.
• Understand the role of AI in retirement planning and utilization of the rights of older people.
• Understand the typologies of scams and fraud against older adults and the role of technology in mitigating this risk.
• Understand the untapped opportunities in home equity release.
• Be aware of the recent trends in digital tools for end-of-life planning.

• Learn about the new approach to longevity financing.

WHO THIS COURSE IS FOR

• Executives in financial institutions (banks, insurance companies, asset management firms, and Fintech companies), financial regulators, governmental organizations, and international NGOs who are interested in protecting and serving aging and older adults through fintech solutions.
• Fintech entrepreneurs who would like to expand their offerings to aging and older adults.
• VCs, accelerators, and innovation centers are interested in allocating resources for the development of aging-related financial technologies into viable commercial solutions.
• Individuals who are curious to learn about the trends in aging and longevity and how Fintech can help.
  

THE COURSE IS INTERNATIONAL AND THEREFORE PEOPLE FROM ALL OVER THE WORLD ARE INVITED TO REGISTER!

Method: Live sessions via Zoom including presentations, and interactive sessions.

Duration: Two weekly modules of 4 hours each and 1-2 hours of reading between the sessions.

Dates : March 21st & March 28th, 2023 2-6PM CET

Price: 695 USD (+Certificate of Completion 50 USD)

Price for members: 30% off using your personal membership code

Learn more about our Membership Program.

WHAT OTHERS SAY ABOUT THE COURSE

CURRICULUM

Introduction to Fintech for Aging and Longevity

•   The meaning of Trust when it comes to older adults
• The 10 economic challenges of aging and longevity  
• The principles of Fintech for Aging and Longevity
  

Pillar 1 : Protecting older adults from scams and fraud 

•   Typologies of scams and fraud against older adults
•   Different approaches to fighting scams against older adults and what can we learn from cyber-security

   Examples: Existing technologies fighting scams and fraud against older adults

Pillar 2: Utilization of rights of older people 

•  The case of social security
•  Utilizing of insurance and other rights of older people

 Example: Financial navigation for chronic conditions and family caregivers  

Pillar 3 : Using financial technology for retirement planning

•   Leveraging big data and AI for retirement planning  
•   Are Robo-retirements disrupting the pension systems?
•   The importance of life transitions as risk factors

     Examples : Robo-retirements around the world

Pillar 4 : Longevity Financing 

•   The challenge of financing a longer life
•   The untapped opportunity in home equity

    Examples : Leveraging Fintech for reverse mortgages and late-life employment 

Pillar 5: End-of-life in the digital age

•  End-of-life as a cultural concern
•  The promise of web 3.0 applications for end-of-life 

  Examples : Trusts, wills, vaults, and legacy tools in the digital age.

Wrap up and future trends in Fintech for Aging and Longevity 

FACULTY

DR. IRA SOBEL

Dr. Ira Sobel is the founder and Academic Director of Fintech for Longevity Academy, a trusted provider of financial longevity for corporate professionals around the world. Dr. Sobel specializes in the economic aspects of aging with a particular focus on the role of Fintech in improving the financial well-being of older adults and their family caregivers. Dr. Sobel lives in Israel where she is currently teaching a course on “Financial Inclusion in the Fintech Age” at The Hebrew University of Jerusalem. She is an international speaker and advisor to many Fintech companies and VCs around the world. Dr. Sobel has a Ph.D. in Sociology from Tel Aviv University. In her academic research, she focuses on the effect of retirement and changing health on household wealth in different pension and healthcare systems around the world.

PROF. YIGAL NEWMAN

Prof. Yigal Newman is the head of the Fintech program at the Hebrew University Business School in Israel, where he teaches Fintech and Finance to graduate students and lecturers in executive education courses. He is a member of the  Investment Committee of Israel’s Sovereign Wealth Fund, and a founding partner at Hashahar Financial Consulting, advising the firm’s clients on Fintech, financial markets, asset management, and wealth management topics. Prof. Newman has a Ph.D. in Finance from Stanford University Business School.

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SAMPLE OF CERTIFICATE OF COMPLETION

*Certificates: Participants who successfully meet the minimum passing requirements at the end of the course will receive an F4L Academy Certificate of Completion. The minimum requirements are 80% of attendance and a minimum score of 80/100 on the quiz.