The best wealth management resources for wealthtech experts and software engineers
WealthTech Club published a list of informative resources for WealthTech experts and software engineers yesterday.

The list, written by Vasyl Soloshchuk and aimed at helping experts and software engineers broaden their knowledge of wealth management, includes courses and training, book recommendations and online resources.

Here were some of their suggestions:

Courses and Training

The list of courses and training come from places such as the NY Institute of Finance, the Association of International Wealth Management, the American Banking Association, CPDwise and the Fintech Circle Institute.

They all provide a range of courses in training, from an Online Professional Certificate in Wealth Management, or in Asset Management, to a course Introducing CIWM, and training in Asset Allocation and Portfolio Management.

However, the resources suggested aren’t just in wealth and asset management. They also provided recommendations for courses in portfolio management, such as Portfolio Management from RICE Online Learning, Risk Management, such as the Diploma in Risk Management, and investments management, such as Investing 101: the Complete Online Investing Course.

The broad range of courses provide solutions to gain more training, or even that initial training – to expand on your knowledge and skill set.

Book Recommendations

Five of the book recommendations came from Ignition Wealth’s CEO Mark Fordree. He suggested:

  1. The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google

by Scott Galloway

Galloway deconstructs the strategies which Amazon, Apple, Facebook and Google use – revealing how they manipulate our needs and profiting out of these strategies. He demonstrates how you can apply these lessons to your own business.

  1.   Good to Great: Why Some Companies Make the Leap…And Others Don’t

by Jim Collins

In his new book, Jim Collins  explores how small companies can quickly become long term world beaters. Jim Collins is the co-author of Built to Last.

  1.   Zero to One: Notes on Startups, or How to Build the Future

by Peter Thiel,‎ Blake Masters

Zero to One discusses why and how creating new things is essential for the future. It is the picture of progress in America.

  1.   Secrets of Online Entrepreneurs: How Australia’s Online Mavericks, Innovators         and Disruptors Built Their Businesses … And How You Can Too

by Bernadette Schwerdt

This book is the ultimate guide to creating, building and selling your online business.

  1.   Elon Musk: How the Billionaire CEO of SpaceX and Tesla is Shaping our Future

by Ashlee Vance

This book follows the life of Elon Musk, the entrepreneur and innovator of Tesla, SpaceX fame. It follows Musk’s entire life up to now, talking about both his upbringing and his innovations – how he works to achieve success.

Online Resources

The list also provided recommendations about news media and other online resources. Some of these were:


You can access the full list here.