WORKSHOPS

·       Register and complete the payment.

·       Upon successful registration, an invitation email—including the access link, workshop resources, and Pre- & Post-Assessment links—will be sent one day before the workshop.

The financial industry is undergoing a significant transformation with the rise of Robo-Advisors—AI-driven platforms that automate investment decisions and wealth management. These digital advisors use sophisticated algorithms, big data analytics, and machine learning to provide low-cost, efficient, and personalized financial planning services. This course explores the fundamental concepts behind robo-advisors, their benefits, limitations, and the role they play in the modern financial landscape.

• Finance professionals

• Investment analysts and portfolio managers

• Fintech enthusiasts and entrepreneurs

• Students and academics studying finance, economics, or technology-related fields.

• Regulators and policymakers

• Investors

Certificate of participation issued by UASA & CMA.

Introduction to Robo-Advisors

How AI Enhances Investment Decisions

Portfolio Management Algorithms

Major Robo-Advisory Platforms

Robo-Advisors vs. Human Advisors

Ethical & Regulatory Considerations

Robo-Advisors for Retirement Planning

Case Studies (Betterment, Wealthfront, Nutmeg)

Risks & Challenges in Automated Investing

Future Trends in Robo-Advisory Services