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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.
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 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.
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.
Who should attend?
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)
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