CODE: FP15
DURATION: 5 Days/10 Days
CERTIFICATIONS: CPD
Robo-Advisory Systems and Algorithmic Portfolio Management is a specialized course that provides in-depth knowledge and hands-on experience in designing, evaluating, and implementing automated wealth management solutions. The course helps participants explore the foundational principles and technologies behind robo-advisory platforms, covering algorithmic trading strategies, risk management, regulation, and deployment of AI-powered systems. Through a blend of theoretical concepts with practical applications, participants are enabled to optimize portfolios, leverage data analytics, and innovate digital client experiences in modern, technology-driven investment environments.
This course is available in the following formats:
Virtual
Classroom
Request this course in a different delivery format.
Course Outcomes
Delegates will gain the knowledge and skills to:
Design, evaluate, and implement robo-advisory systems for automated wealth management.
Develop and back-test algorithmic portfolio management strategies that optimize risk-adjusted returns.
Integrate AI and machine learning tools for personalized investment recommendations and dynamic rebalancing.
Address legal, ethical, and regulatory considerations in the deployment of robo-advisors.
Interpret investor preferences and risk parameters to build tailored portfolios.
Communicate digital investment insights to clients and stakeholders.
At the end of this course, you’ll understand:
This course is tailored for finance professionals, portfolio managers, quantitative analysts, fintech innovators, and data scientists eager to develop or refine skills in automated investment management. It is equally relevant for individuals in asset management firms, banks, and fintech startups, as well as researchers in finance or applied data science seeking to master algorithmic trading, robo-advisory solutions, and digital wealth management. No prior experience in coding is strictly required, but familiarity with finance, programming, or analytics is recommended.
✓ Modern facilities
✓ Course materials and certificate
✓ Accredited international trainers
✓ Training materials and workbook
✓ Access to online resources
