With digital wealth management on the rise, AI-driven robo-advisors are transforming how portfolios are built, rebalanced, and managed. This course equips participants with the technical, regulatory, and ethical dimensions of AI-powered investment platforms. From automated risk profiling to behavioral finance integration and algorithmic transparency, the program merges cutting-edge technology with responsible advisory practices.
- Architecture and components of modern robo-advisory platforms
- AI techniques in portfolio recommendation engines
- Risk profiling using machine learning and behavioral cues
- Automated rebalancing and tax-loss harvesting algorithms
- Chatbots and conversational AI for client interaction
- ESG integration and personalization in robo-advisory
- Regulatory frameworks and compliance requirements (EU, SEC, etc.)
- Ethical AI in finance: transparency, bias, and client consent
- Explainability and model governance in AI investment tools
- Use of large language models (LLMs) in client communication
- Design the architecture of an AI-enabled robo-advisory system
Course Schedule Discounts and Registration Group & Corporate Discounts: Available for companies enrolling multiple participants to help maximize ROI. Individual Discounts: Offered to self-sponsored participants who pay in full and upfront. Registration Process: Corporate nominations must go through the client’s HR or Training department. Self-nominations must be prepaid via the “payment by self” option. Confirmation: All registrations are subject to DIXONTECH’s approval and seat availability. Refunds: Provided in case of course cancellation or no seat availability. Tax Responsibility: Clients are responsible for any local taxes in their country.
Group & Corporate Discounts: Available for companies enrolling multiple participants to help maximize ROI. Individual Discounts: Offered to self-sponsored participants who pay in full and upfront. Registration Process: Corporate nominations must go through the client’s HR or Training department. Self-nominations must be prepaid via the “payment by self” option. Confirmation: All registrations are subject to DIXONTECH’s approval and seat availability. Refunds: Provided in case of course cancellation or no seat availability. Tax Responsibility: Clients are responsible for any local taxes in their country.