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
With the advent of Robo-Advisory and Artificial Intelligence, it is only a matter of time where automation takes over some of the more labour 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.
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.
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.
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.
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