This course examines how robo-advisors use technology, algorithms, and data-driven models to construct and manage investment portfolios. Learners explore risk profiling, investor objectives, quantitative and qualitative inputs, allocation frameworks, and automated rebalancing methods. The course highlights how automation enhances efficiency and standardizes portfolio decisions across client types. Designed for investors, analysts, and fintech learners, it provides a strong foundation for understanding and evaluating modern automated investment platforms.
Growth
Skills & learning objectives
There are 5 modules in this class
- What are Robo-AdvisorsUnlock this class to watch5m 36s
- The Importance of Adopting a Risk-Averse StrategyUnlock this class to watch16m 58s
- The Origin of Robo-AdvisorsUnlock this class to watch5m 18s
- The Rise of Robo-AdvisorsUnlock this class to watch16m 5s
- Setting Up the Excel SpreadsheetUnlock this class to watch2m 51s
- Collecting Historical DataUnlock this class to watch2m 18s
- Calculating Basic Investment MetricsUnlock this class to watch2m 38s
- Creating the Investment PortfolioUnlock this class to watch2m 17s
- Forecasting Future ReturnsUnlock this class to watch1m 58s
- Implementing Risk Management StrategyUnlock this class to watch2m 8s
- Automating the Investment ProcessUnlock this class to watch2m 36s
- Monitor and Evaluate the Robo-AdvisorUnlock this class to watch2m 32s
- Explosive GrowthUnlock this class to watch1m 48s
- Portfolio RebalancingUnlock this class to watch2m 32s
- BenefitsUnlock this class to watch2m 41s
- LimitationsUnlock this class to watch2m 32s
- RegulationUnlock this class to watch2m 17s
- Top-of-the-line Robo-AdvisorsUnlock this class to watch3m 16s
- Collect InformationUnlock this class to watch1m 41s
- Setting Age GroupUnlock this class to watch1m 53s
- Setting Risk AppetiteUnlock this class to watch1m 5s
- Setting Investment HorizonUnlock this class to watch59s
- Setting Risk Score RangeUnlock this class to watch1m 15s
- Setting AllocationUnlock this class to watch1m 34s
- Example for Robo-Advisor ETFsUnlock this class to watch2m 40s
- Case Study – Robo-Advisors in a Financial CrisisUnlock this class to watch3m 13s
- ClosingUnlock this class to watch1m 4s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
Unlock Certificate
Certificate in AI-Powered Financial Analysis (CAFA)
56 ClassesUnlimited interactive exercises
Unlock Certificate
ClassFAQs
The course aims to equip learners with the knowledge and practical skills to design, build, and manage diversified portfolios using robo-advisor platforms, along with Excel-based models and automation techniques.
The course is designed for finance professionals and individual investors who want to understand robo-advisors, automate portfolio tasks, and apply data-driven portfolio construction methods.
The module covers the definition, history, and evolution of robo-advisors, key market drivers, and foundational concepts such as Modern Portfolio Theory and risk-averse strategies.
The course guides learners in collecting and analyzing historical data, calculating investment metrics, forecasting returns, applying risk management, and automating workflows using Excel functions, data validation, and VBA.
Learners will understand robo-advisor growth trends, rebalancing techniques, regulatory considerations, platform comparisons, and will apply all skills in a real-world case study to build and assess a sample portfolio.
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