Robo-advisory & Automated Investing: Revolutionizing Wealth Management

Introduction

Robo-Advisory and Automated Investing equips professionals with the knowledge and skills to understand and implement automated wealth management solutions. This course focuses on exploring the principles of robo-advisory, understanding algorithmic trading, and navigating the regulatory landscape for automated investment platforms. Participants will learn to evaluate robo-advisory technologies, develop automated investment strategies, and assess the impact of AI on wealth management. By mastering robo-advisory, professionals can enhance investment accessibility, optimize portfolio performance, and cater to the evolving needs of modern investors.

The rise of robo-advisory platforms is transforming the wealth management industry, offering cost-effective and personalized investment solutions to a wider audience. This course delves into the intricacies of portfolio optimization, risk management algorithms, and digital client onboarding, empowering participants to develop and deploy effective automated investment strategies. By integrating financial expertise with technological understanding, this program enables individuals to leverage robo-advisory to create scalable and efficient wealth management services that drive financial inclusion and innovation.

Target Audience:

• Financial advisors and wealth managers
• Investment analysts
• FinTech entrepreneurs
• Product managers
• IT professionals in financial services
• Regulatory and compliance officers
• Data scientists
• Students of finance and technology
• Individuals interested in automated investing
• Portfolio managers
• Digital banking specialists
• Quantitative analysts
• Risk management professionals

Course Objectives:

• Understand the principles and benefits of robo-advisory and automated investing.
• Implement techniques for evaluating robo-advisory platforms and technologies.
• Understand the role of algorithms and AI in automated portfolio management.
• Implement techniques for developing and managing automated investment strategies.
• Understand the principles of risk management and portfolio optimization in robo-advisory.
• Implement techniques for developing and validating risk-adjusted investment models.
• Understand the role of digital client onboarding and customer experience in robo-advisory.
• Implement techniques for enhancing client engagement and personalization in automated investing.
• Understand the legal and regulatory frameworks surrounding robo-advisory and automated trading.
• Implement techniques for ensuring regulatory compliance and risk management in automated investment platforms.
• Understand the role of data analytics and machine learning in improving robo-advisory performance.
• Understand the challenges and opportunities of integrating robo-advisory with traditional wealth management services.
• Develop strategies for implementing and scaling up robo-advisory solutions.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Robo-Advisory

• Principles and benefits of automated wealth management.
• Understanding the evolution of robo-advisory platforms.
• Benefits of cost-efficiency, accessibility, and personalization.
• Historical context and emerging trends in automated investing.

Module 2: Robo-Advisory Platform Evaluation

• Techniques for evaluating robo-advisory platforms and algorithms.
• Implementing performance analysis and risk assessments.
• Utilizing platform feature and user experience evaluations.
• Managing platform selection and integration strategies.

Module 3: Algorithms and AI in Portfolio Management

• Understanding the role of algorithms in portfolio construction and rebalancing.
• Implementing AI-driven investment strategies and models.
• Utilizing machine learning for market analysis and forecasting.
• Managing algorithm performance and validation.

Module 4: Automated Investment Strategy Development

• Techniques for developing and managing automated investment strategies.
• Implementing portfolio optimization and asset allocation models.
• Utilizing algorithmic trading and quantitative analysis.
• Managing strategy testing and deployment.

Module 5: Risk Management and Portfolio Optimization

• Understanding the principles of risk management in automated investing.
• Implementing portfolio diversification and risk-adjusted returns.
• Utilizing risk tolerance assessments and modeling.
• Managing portfolio volatility and drawdown.

Module 6: Risk-Adjusted Investment Model Development

• Techniques for developing and validating risk-adjusted investment models.
• Implementing stress testing and scenario analysis.
• Utilizing risk modeling and simulation tools.
• Managing model calibration and performance monitoring.

Module 7: Digital Client Onboarding and Customer Experience

• Understanding the role of digital onboarding in robo-advisory.
• Implementing customer journey mapping and optimization.
• Utilizing client communication and engagement strategies.
• Managing client data privacy and security.

Module 8: Client Engagement and Personalization

• Techniques for enhancing client engagement and personalization.
• Implementing personalized portfolio recommendations and insights.
• Utilizing client feedback and data analytics.
• Managing client relationship management (CRM) systems.

Module 9: Legal and Regulatory Frameworks

• Understanding regulatory frameworks for robo-advisory and automated trading.
• Implementing compliance with investment regulations and guidelines.
• Utilizing regulatory sandboxes and pilot programs.
• Managing legal and regulatory compliance.

Module 10: Regulatory Compliance in Automated Investing

• Techniques for ensuring regulatory compliance in automated investment platforms.
• Implementing risk management and compliance controls.
• Utilizing regulatory technology (RegTech) solutions.
• Managing regulatory audits and reporting.

Module 11: Data Analytics and Machine Learning for Performance Improvement

• Understanding the role of data analytics in robo-advisory performance.
• Implementing machine learning for portfolio optimization and forecasting.
• Utilizing data visualization and reporting tools.
• Managing model performance monitoring and improvement.

Module 12: Robo-Advisory Integration Challenges

• Understanding legacy system integration challenges.
• Implementing API integration and data exchange protocols.
• Utilizing cloud-based robo-advisory platforms.
• Managing change management and adoption.

Module 13: Robo-Advisory Solution Scaling and Implementation

• Techniques for developing robo-advisory project roadmaps.
• Implementing pilot project testing and evaluation.
• Utilizing scalability and performance optimization techniques.
• Managing robo-advisory team and governance.

Module 14: Case Studies: Robo-Advisory Implementations

• Analyzing real-world examples of successful robo-advisory implementations.
• Highlighting best practices and innovative solutions.
• Documenting project outcomes and impact.
• Industry and technology leader testimonials.

Module 15: The Future of Robo-Advisory

• Exploring emerging technologies and trends in automated wealth management.
• Integrating AI and machine learning for advanced personalization.
• Adapting to evolving regulatory landscapes and market demands.
• Building resilient and innovative robo-advisory ecosystems.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.