Financial Inclusion 2.0

Develop a comprehensive perspective on financial inclusion in the digital age and gain a certificate from Fintech for Longevity Academy in collaboration with Global Initiative of Ageing (GIA)

Course Type:
Live Course
Course Level:
Basic


About the course

  • Understand the Fundamentals and Evolution of Financial Inclusion 2.0: Grasp critical concepts, historical developments, and the evolution from Financial Inclusion 1.0 to 2.0, understanding their distinct characteristics and impacts.
  • Analyze Measurement Strategies and Metrics: Learn about various global methods and metrics to measure financial inclusion, evaluating their effectiveness and limitations in different socio-economic contexts.
  • Explore the Impact of Mobile Money and Digital Banking: Understand the role and impact of mobile money and digital banking in promoting financial inclusion, focusing on case studies like M-Pesa in developing countries and the challenges in high-income economies.
  • Assess the Role of Demographics and Socio-cultural Factors: Investigate how religion, gender, race, and age influence financial inclusion, particularly in digital banking transformation.
  • Evaluate Financial Instruments for the Underserved: Study the potential and effectiveness of micro-pensions, savings, and other digital financial instruments in empowering underserved communities.
  • Discuss the Intersection of Credit, Risk, and Regulation: Analyze the interplay between credit access, risk management, and regulatory frameworks, especially in the AI framework
  • Predict Future Trends and Their Impact: Identify and critically assess emerging trends in the financial inclusion space, such as digital currencies, and predict their potential impacts on global financial inclusion.

Who is this Course for

  1. Financial Professionals and Bankers
  2. Policy Makers and Regulators
  3. Development Professionals and Economists
  4. Entrepreneurs and Business Owners
  5. Social Impact Investors

Skills Covered in this Course

#financialinclusion, #communities,  #socialpolicy, #genderequality #credit risk, #risk management

Structure of the Course

Live by Zoom, 8 weeks, 3-4 weekly learning hours with like minded learners from around the world.

Next cohort is starting on May 16th 2024 at 11 am CET

Agenda

AGENDA:

Week 1 - Setting the stage–the political economy of financial inclusion

Week 2 - Financial Inclusion 1.0 versus Financial Inclusion 2.0 – What is the difference?

Week 3 - Strategies for measuring financial inclusion around the world

Week 4 - Mobile money, poverty and gender equality – The story of M-Pesa in developing countries

Week 5 - Religion, gender, race and old age in the new digital banking. What is the case of financial inclusion in high-income economies?

Week 6 - Micro-pensions and savings– Leveraging the power of underserved communities

Week 7 - Credit, risk and financial inclusion – the role of regulation in promoting small and medium businesses 

Week 8 -  Future trends (such as a digital central currency) and their expected impact on financial inclusion

More Information

Faculty

Dr. Ira Sobel
Founder and Academic Director, Fintech for Longevity Academy

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 families. 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 PhD in Sociology from Tel Aviv University.

Alexander Hizikias
Founder and CEO at eQUB

Alexander Hizikias is Co-founder & CEO of eQub, a disruptive fintech startup working to provide access to credit through saving groups & lending circles. He is an entrepreneur with a background in Economics, who is also responsible for creating multiple successful Ethiopian startups in different sectors. Strong experience in research, business management, finance & marketing. Passionate about technology & innovative value-addition. He's also a published author & poet who enjoys creative writing.

What Others Have to Say About Our Courses

Douglas Dubitsky
,
Retirement Income Export
GoalBased Investors

“The instructors explained the content very clearly. The most important takeaway for me from the course was the universality of the longevity challenges and opportunities. In addition, the reality of the aging population demographics vs. the perception of what financial institutions are promoting.”

Nil Meral
,
TheGerontechnologist.com

“Overall, I rate the course “Excellent”. Thanks a lot for all the great sessions.”

Barbara Rey Actis
,
Entrepreneur and author
Longevity Initiatives

“I would like to congratulate you on the organization of the course. The content, the material, the duration, all the concepts, and the explanations were great. I love the Slack tool for creating community also. I am very, very happy with all the knowledge I acquired after taking this course. Thank you.”