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Certificate in The Future of Robo-Advisory and Wealth Tech

FinTech Programmes

Certificate in The Future of Robo-Advisory and Wealth Tech

Certificate in The Future of Robo-Advisory and Wealth Tech

A Frolic hands on experience creating and implementing your portfolio strategies


Course Overview

With the advent of Robo-Advisory and Artificial Intelligence, it is only a matter of time where automation takes over some of the more labor intensive and tedious tasks of a financial advisor. However, both Human and Robot do not have to mutually exclusive. With the right balance of emotional intelligence and knowledge, the two can go hand in hand to provide a much stronger value-add to a client. This course aims to equip an advisor with just that balance and know-how.

Subjects and topics include:

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.

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

Learning Outcomes


  • 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 optimized 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.


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


  • 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.


Who should attend?

  • Wealth Managers,
  • Relationship Managers,
  • IT,
  • Operations,
  • Compliance

Course details

Date: Coming Soon

Duration: 1.5 days

Language: English

Venue: G/F to 3/F, E-Tech Centre, Nos 402-406 Hennessy Road, Wanchai, Hong Kong (Causeway Bay MTR Exit A)