概要

Robo-advisory has emerged as a transformative force in the wealth management industry, revolutionising the way individuals and institutions manage their portfolios. This webinar aims to provide participants with an initial understanding of robo-advisory, its value proposition and benefits. Join us as we explore the key concepts, trends, and opportunities in this rapidly evolving landscape.

內容

• Evolution of Investing – Limitations of traditional investment providers and factors that have led to the rise of robo-advisors
• The Global Landscape of Robo-Advisors – the outlook of robo-advisory and key players in the US, Europe, and Asia
• How robo-advisors and digital investment platform solve investors’ pain points
• How Robo-Advisory Works – The business model of robo-advisors and how it evolves
• How Robo-Advisory Works – Investment philosophy

對象

This course is primarily targeted at financial advisors, investment managers, and professionals working in the financial services industry who want to stay updated on the latest trends and developments in the asset management and investment industries.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。