Professional Certificate in Robo-Advisory: Technology Integration

• Introduction to Robo-Advisory: Definitions, History, and Current Trends
• Understanding Wealth Management: Client Segmentation, Portfolio Theory, and Investment Vehicles
• Regulatory Environment and Compliance for Robo-Advisory Services
• Digital Onboarding and KYC Processes in Robo-Advisory
• Goal-Based Investment Strategies and Risk Profiling for Robo-Advisory
• Designing and Implementing Algorithmic Portfolio Management: Modern Portfolio Theory, Black-Litterman Model, and Smart Beta Strategies
• Machine Learning and AI in Robo-Advisory: Natural Language Processing, Predictive Analytics, and Deep Learning
• Cybersecurity and Data Privacy in Robo-Advisory: Best Practices and Threat Mitigation
• UX/UI Design and Human-Centered Approaches in Robo-Advisory
• Performance Measurement, Attribution, and Reporting in Robo-Advisory