Case Study of the Week: Automated Trading Platforms

Apr 21, 2025

Personal Financial Literacy

You are to assume the role of a financial advisor. A friend is considering automated trading platforms and has asked you for more information.

Your friend has never invested and has heard that it is extremely simple to invest online without using a live financial advisor. Your friend has asked for your help in learning. Your friend wants to know:

  • Examples of common financial technologies used for investing including automated trading platforms
  • How the development of financial technology has made it easier for people of all income and education levels to participate in financial markets
  • The advantages and disadvantages of robo-advising and other investment-related financial technologies

Questions?

Randi Bibiano
Competitive Events Specialist
randi@deca.org

Randi Bibiano is DECA's competitive events specialist. In this role, she conceptualizes and authors role-play scenarios for the collegiate and high school division’s competitive events programs. She also manages DECA's online competitive events and serves as a liaison to volunteer efforts at DECA's educational conferences.

Discussion Questions

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Classroom Connection

Career CLuster:

Personal Financial Literacy

Instructional Area(s):

Investing

Performance Indicators:

Explore common financial technologies used for investing, including automated trading platforms
Discuss how the development of financial technology has made it easier for people of all income and education levels to participate in financial markets
Identify the advantages and disadvantages of robo-advising and other investment-related financial technologies