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FinTech & The Finance Industry Module 2: Robo-Advisor : Do Investors need People anymore?
Objectives (This course provides Chinese objectives only)
科技如何改變人類的生活習慣，相信大家已經有目共睹。無論你選擇順應潮流，還是繼續我行我素，時代的巨輪還是不斷向前。金融科技（FinTech）亦然，其對金融業產生的影響，最近亦受到廣泛關注。本課程旨在幫助同學理解新的金融科技時代的業務及其潛在的發展，使大家能夠為未來挑戰做更好的準備。
Contents:
Module 2: Robo-Advisor: Do Investors Need People Anymore?
- The rise of robo-advice
- What is digital advise
- Understanding robo-advisory
- Best practices for digital advisors
- Next steps for wealth managers
Teaching Language
All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)
Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
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