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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 €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (1)
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.
