Part I: Robo-advisory and AI – the trend and opportunities – 3.5 hrs

This part aims to provide knowledge on the workings of Robo Advisory, complemented by hands on experience of applying Robo-Advisory in the participant’s advisory work.
 

Objective
The student will understand the landscape along with the practical applications of Robo-advisory.

Learning Outcomes

Topics:

• What is robo-advisory

• The robo-advisory landscape

• The future of advisory

• Why bionic advisory

• Tying AI and robo-advisory

• The math and science behind it

• Hands-on exercise: Creating a genetically optimised portfolio

Part II: Applications of Artificial Intelligence and Machine Learning in Today’s World – 6.5 hrs

This part aims to equip advisors with the knowledge on Artificial Intelligence and Machine Learning (AI/ML), and practical applications of such technology to solve industry problems today in the financial space.

Objective

Students will be able to gain a deeper understanding of the practical applications of AI/ML within the realm of finance. They will also learn to adopt a problem solving methodology to define and ideate user driven AI/ML solutions in the wealth management space.

Learning Outcome

Topics:

• What is Artificial Intelligence and Machine Learning (AI/ML)

• Types of AI/ML and its limitations

• Use cases of AI/ML in today’s world

• Design thinking for tomorrow’s bionic experience

• Group Activity – Creating an AI/ML solution for your industry problem

• Group presentation & conclusion
  
   

Certificate will be awarded for 70% attendance or above.