Financial Inclusion 2.0

Gain a comprehensive understanding of financial inclusion in the digital age and earn a certificate from Fintech for Longevity Academy, in collaboration with the Global Initiative of Ageing. Learn about the impact of mobile money, digital banking, and innovative financial instruments on increasing financial access for underserved populations.
In collaboration with GIA
Professional Certificate
Acquire a certificate showcasing your skill mastery.
Recommended level
Live, via Zoom
Mode of learning

What you'll learn

  • Explain the fundamentals and evolution of Financial Inclusion in the Digital Age.
  • Understand the relationship between age, gender, religion and financial inclusion.
  • Assess the impact of mobile money and digital banking on financial access.
  • Evaluate financial instruments designed for underserved populations.
  • Discuss the intersection of credit, risk, and regulation in financial inclusion.

Who is this course for

  • Financial inclusion professionals
  • Policy makers and regulators
  • Development professionals and economists
  • Entrepreneurs and business owners
  • Impact investors
  • Charities and foundations

Course content

1. Understanding the Psychology of Aging
2. Money Management and Planning for the Future
3. Decision Making and Psychological Well-being
4. Wrap-Up
Introduction - Aging in Australia from an International Perspective
1. Understanding Australia’s Aging Population
2. Healthcare Landscape in Australia
3. Australian Cultural Perspectives
4. AgeTech in Australia
5. Future Trends of Aging in Australia
1. The Demographic Trends of Aging Around the World
2. Is The Frontier of Survival Still Advancing?
3. The Reciprocal Relationship Between Society, Healthcare, and Aging
4. Effects of Aging on Real Estate, Financial Markets & Interest Rate
1. What is Age-Friendly Banking
2. The 3 Interrelated Elements of Age-Friendly Banking
3. Age-friendly Banking in Practice, Part I
4. Age friendly Banking in Practice, Part II
1. Setting The Stage
2. Financial Inclusion 1.0 Versus Financial Inclusion 2.0
3. Strategies For Measuring Financial Inclusion Around the World
4. Mobile Money, Poverty, and Gender Equality
5. Religion, Gender, Race, and Old Age in the New Digital Banking
6. Micro-Pensions and Savings
7. Credit, Risk, and Financial Inclusion
8. Future Trends (such as a Digital Central Currency) and Their Expected Impact on Financial Inclusion
1. Short Introduction
2. Alternative Saving Models in the Digital World
1. Understanding the Biology of Aging
2. The Longevity Market, Money and Research
3. The Conventional Approach to Longevity
4. Longevity Medicine and Best Practices
5. Longevity - The Long Term
6. Key Takeaways & Further Reading
1. Navigating Relationships
2. Navigating Purpose
3. Navigating Health
4. Navigating Wealth
1. Foundations of AgeTech and Aging
2. Challenges of Aging - Tech-Enabled Solutions
3. Trends and Opportunities in AgeTech
4. Big Tech in AgeTech
5. Future Directions and Innovation in AgeTech
1. General Overview of The Old Population in India
2. Leading Challenges
3. Examples of Government Initiatives
4. Key Takeaways

Skills covered in this course

digital financial inclusion
underserved communities
mobile money
risk management
community dynamics
poverty reduction
gender equality


  • No previous knowledge required



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.



Einav Aharoni Yonas
Co-Founder & CEO
Stealth Mode Startup

“The course is amazing, both in the content it provides and the way it’s leveraging the online media.”

Laura Minquini
Founder and CoreLead

“This program should be taken by anyone working in financial services. As the population gets older fintech and longevity will become extremely important.”

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.”

Sachio Nishioka
Partner, DXC Technology

“The program was excellent. During the course, I found the increasing importance and opportunities to Fintech and Longevity.”

Professional Certificate
Acquire a certificate showcasing your skill mastery.
Recommended level
Live, via Zoom
Mode of learning
Professional Certificate
Acquire a certificate showcasing your skill mastery.
Recommended level
Live, via Zoom
Mode of learning