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Course Outline
AI Foundations for WealthTech
- Overview of WealthTech innovation landscape
- Core AI technologies: supervised learning, NLP, recommender systems
- Robo-advisors vs hybrid advisory models
Personalized Financial Recommendations
- Understanding user segmentation and profiling
- Behavioral finance: data sources and user intent modeling
- Recommendation engines for financial goals and portfolios
Natural Language and Conversational AI
- NLP for investor sentiment and client interactions
- Prompt engineering for financial advisory assistants
- Chatbots, voice assistants, and hybrid support platforms
AI-Enhanced Portfolio Design
- Risk profiling using machine learning
- Dynamic portfolio rebalancing with AI
- Incorporating ESG and custom constraints into AI models
User Experience and Engagement
- Interface design for transparency and trust
- Explainable AI in client-facing tools
- Personal finance dashboards and gamification
Compliance, Ethics, and Regulation
- Regulatory frameworks for digital advisory services (e.g. MiFID II, SEC)
- Ethics in algorithmic advice: bias, suitability, and fairness
- Auditability and model documentation in WealthTech
Building the Intelligent Advisory Stack
- Technology architecture for AI-based wealth platforms
- Internal development vs integration with fintech providers
- Future trends: hyperpersonalization, generative interfaces, LLM integration
Summary and Next Steps
Requirements
- An understanding of financial advisory and wealth management concepts
- Experience with digital financial products or data analysis
- Basic familiarity with Python or related data tools
Audience
- Wealth management professionals
- Financial advisors
- Product designers
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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