Perspectivas en Transformación Digital: Inclusión Financiera from Coursera

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Syllabus

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En esta sección identificaremos los objetivos, la estructura, las evaluaciones y el material de orientación del curso. El primer video de bienvenida te ofrecerá una mirada general del curso y los temas que cubriremos; repasaremos los objetivos que alcanzarás luego de completar el curso satisfactoriamente; compartiremos el enlace a la guía de participante, un documento que sugerimos consultar con frecuencia, ya que será tu guía de navegación para el curso; identificarás la forma en que serás evaluado y conocerás los instructores del curso y equipo de diseño. Para finalizar, te invitamos a responder una encuesta inicial.

Módulo 1: Desafios y oportunidades en oferta y demanda

En este módulo revisaremos la situación actual de la inclusión financiera en la región de América Latina y el Caribe, el impacto de la conectividad a partir del acceso a celulares, la cobertura e Internet y ofreceremos algunos caminos para avanzar hacia la transformación digital dentro del contexto del ecosistema financiero.

Módulo 2: Tendencias y soluciones que impactan el ecosistema

En este módulo, aprenderás a identificar y aprovechar oportunidades de colaboración entre entidades financieras y otros actores para fomentar la inclusión en el sector financiero. Asimismo, descubrirás cómo el análisis de datos abre puertas a la innovación y optimización en las finanzas inclusivas, y comprenderás la importancia de diseñar productos financieros centrados en las necesidades reales de las personas, mejorando significativamente su experiencia de usuario.

Módulo 3: Hoja de ruta para la transformación digital de las entidades financieras

En este último módulo, nos enfocaremos en la tarea de trazar la ruta hacia la transformación digital de las entidades del ecosistema de finanzas inclusivas. Para ello, comenzaremos identificando las etapas clave de una hoja de ruta diseñada específicamente para facilitar este proceso en el ecosistema. Además, ofreceremos una herramienta de autodiagnóstico de madurez digital, desarrollada por BID Invest, la cual te permitirá identificar tu camino hacia la transformación digital y cómo avanzar en el futuro.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Explora la transformación digital y su impacto en el sector financiero de América Latina y el Caribe, un tema muy relevante para la región

Analiza el panorama actual de la inclusión financiera en la región, ofreciendo una base sólida para comprender el contexto

Identifica los desafíos y oportunidades que presenta la digitalización para las entidades financieras, proporcionando una perspectiva integral

Examina las tendencias y soluciones que impactan el ecosistema financiero, aportando información actualizada sobre las innovaciones del sector

Presenta estrategias prácticas para aprovechar las oportunidades de colaboración y fomentar la inclusión financiera, un aspecto crucial para el desarrollo económico

Incluye una autoevaluación de madurez digital para ayudar a los participantes a identificar su situación actual y trazar un camino hacia la transformación

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Perspectivas en Transformación Digital: Inclusión Financiera with these activities:

Review financial fundamentals

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Reviewing financial fundamentals such as microeconomics, macroeconomics, and financial principles will strengthen your understanding of the foundational concepts relevant to this course.

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Review textbooks or other resources on financial fundamentals.
Solve practice problems or quizzes related to financial fundamentals.

Attend workshops on digital transformation in finance

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Attending workshops will provide you with opportunities to engage with experts and industry professionals, gaining insights into cutting-edge trends and best practices in digital transformation within the financial sector.

Browse courses on Digital Transformation

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Identify workshops or conferences focused on digital transformation in finance.
Register and attend the workshops.
Actively participate in the workshops, taking notes and asking questions.

Join a study group

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Joining a study group will provide you with opportunities to discuss the course material with peers, ask questions, and reinforce your understanding of the concepts.

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Find a study group that aligns with your learning style and schedule.
Attend study sessions regularly and actively participate in discussions.
Collaborate with group members on assignments or projects.

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Explore online tutorials on financial technology

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Exploring online tutorials will supplement your learning and enhance your understanding of the impact of technology on the financial sector.

Browse courses on Financial Technology

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Identify reputable online platforms that offer tutorials on financial technology.
Choose tutorials that align with the topics covered in the course.
Complete the tutorials at your own pace, taking notes and seeking clarification when needed.

Volunteer at a non-profit organization focused on financial inclusion

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Volunteering will provide you with practical experience in applying the concepts of financial inclusion, enhancing your understanding of the challenges and opportunities in this area.

Browse courses on Financial Inclusion

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Identify non-profit organizations in your community that focus on financial inclusion.
Contact the organizations to inquire about volunteer opportunities.
Participate in volunteer activities such as financial literacy workshops or community outreach programs.

Develop a case study analysis on digital transformation in a financial institution

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Conducting a case study analysis will challenge you to apply the concepts learned in the course to a real-world scenario, deepening your understanding of the practical implications of digital transformation in the financial sector.

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Select a financial institution that has successfully implemented digital transformation.
Gather data and information on the institution's digital transformation journey.
Analyze the data to identify key factors, challenges, and opportunities related to the transformation.
Write a comprehensive report outlining your analysis and insights.

Build a prototype for a digital financial solution

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Building a prototype will challenge you to apply your knowledge and creativity to design and develop a digital solution that addresses a financial need, fostering your problem-solving and innovation skills.

Browse courses on Financial Technology

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Identify a financial problem or need that you want to address.
Research existing solutions and explore potential approaches.
Design a prototype of your solution, including its features and user interface.
Test your prototype with potential users to gather feedback.
Iterate and improve your prototype based on the feedback received.

Career center

Learners who complete Perspectivas en Transformación Digital: Inclusión Financiera will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts help companies make wise investment decisions and provide objective advice to clients. The course mentioned above, *Perspectivas en Transformación Digital: Inclusión Financiera* will help you understand the financial industry better, especially with regards to digital transformation and financial inclusion in Latin America and the Caribbean.

See salaries and explore the career path for Financial Analyst

Business Analyst

Business Analysts help plan and implement digital transformation projects in a variety of industries, which include financial services. Taking *Perspectivas en Transformación Digital: Inclusión Financiera* will provide you with a solid understanding of the financial industry in particular. Moreover, it will teach you about the challenges and opportunities in digital transformation, as well as provide you with tools and best practices for achieving financial inclusion through digital solutions.

See salaries and explore the career path for Business Analyst

Data Analyst

Data Analysts can work across all industries, and financial services is one of them. This course, *Perspectivas en Transformación Digital: Inclusión Financiera*, will help teach you how to analyze data to improve financial inclusion. You will learn how the financial industry uses data to innovate, optimize financial inclusion, and design products that meet the needs of people.

See salaries and explore the career path for Data Analyst

Digital Marketing Manager

Digital Marketing Managers help companies use digital technologies to promote their products and services. Those working in the financial services industry may focus on promoting financial products or services. This course, *Perspectivas en Transformación Digital: Inclusión Financiera*, will teach you about digital transformation in the finance industry, particularly in the context of financial inclusion in Latin America and the Caribbean.

See salaries and explore the career path for Digital Marketing Manager

Product Manager

Product Managers are responsible for the development and management of products. Those working in the financial services industry may focus on developing and managing financial products. This course, *Perspectivas en Transformación Digital: Inclusión Financiera*, will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion. This will give you a strong foundation for a career as a Product Manager in financial services.

See salaries and explore the career path for Product Manager

Software Engineer

Software Engineers work in a variety of industries, including financial services, to develop and maintain software applications. Those working in the financial services industry may specialize in developing software for financial institutions. *Perspectivas en Transformación Digital: Inclusión Financiera* may be useful to you as it will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion in Latin America and the Caribbean.

See salaries and explore the career path for Software Engineer

Project Manager

*Perspectivas en Transformación Digital: Inclusión Financiera* may be useful to future Project Managers in financial services by providing you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion in Latin America and the Caribbean.

See salaries and explore the career path for Project Manager

Risk Manager

This course, *Perspectivas en Transformación Digital: Inclusión Financiera*, may be useful for working in risk management within financial services. The course will teach you about the challenges and opportunities of digital transformation in the financial industry, especially in the context of financial inclusion.

See salaries and explore the career path for Risk Manager

Compliance Officer

Compliance Officers can work in a variety of industries, including financial services, to ensure that companies comply with laws and regulations. Taking *Perspectivas en Transformación Digital: Inclusión Financiera* will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion. This will give you a strong foundation for a career as a Compliance Officer in financial services.

See salaries and explore the career path for Compliance Officer

Financial Advisor

Financial Advisors provide financial advice to individuals and families. This course, *Perspectivas en Transformación Digital: Inclusión Financiera*, will help you understand the digital transformation happening in the financial services industry and may be helpful for advising clients who are impacted by this.

See salaries and explore the career path for Financial Advisor

Investment Banker

Investment Bankers help companies raise money by issuing securities, such as stocks or bonds. *Perspectivas en Transformación Digital: Inclusión Financiera* will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion in Latin America and the Caribbean.

See salaries and explore the career path for Investment Banker

Insurance Agent

Insurance Agents sell insurance policies to individuals and businesses. *Perspectivas en Transformación Digital: Inclusión Financiera may be useful to you as it will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion. This foundational knowledge will aid you in your work with clients.

See salaries and explore the career path for Insurance Agent

Loan Officer

*Perspectivas en Transformación Digital: Inclusión Financiera* may be useful to you as it will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion.

See salaries and explore the career path for Loan Officer

Personal Banker

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Teller

This course may be useful as it will provide you with a comprehensive understanding of the financial industry, especially with regards to digital transformation and financial inclusion.

See salaries and explore the career path for Teller

Perspectivas en Transformación Digital

Inclusión Financiera

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