Calendar

Ses # Topics Key Dates

1

Introduction and overview of consumer financial markets

 

2

How people should behave: economic models of household financial behavior

 

3

How people do behave: behavioral biases, financial decisions, and markets

Retirement saving and consumption smoothing assignment due

4

Financial coaching and behavioral economics

Financial Health Check case assignment due

Guest lecture: Katy Davis (Managing Director, ideas42)

5

Selling personal financial advice

Hello Wallet case due

6

Risk-based pricing in consumer credit: credit cards and regulation

Consumer credit assignment due

7

Consumer insurance markets

BASIX case due

8

Peer to peer lending

Lending Club case due

9

Securities backed by consumer debts

CLO modelling exercise due

Guest lecture: Joseph Naggar (Partner, GoldenTree Asset Management)

10

Fintech lending in China

Guest lecture: Chen Long (Chief Strategy Officer, Ant Financial (formerly Alipay))

11

Fintech: Bitcoin and payment technologies overview and discussion

Bitcoin case due