The Rise of Robo-Advisor: The Hype VS The Reality

HK$780 (1 hour)(English Version)

This training explains what Robo-Advisors are and outlines the regulatory environment and market overview of Robo-Advisors in Hong Kong and other jurisdictions. It also discusses the licensing requirements and ongoing compliance obligations for Robo-Advisors in Hong Kong.

The training includes content as below:

Part 1: Introduction

Part 2: Robo-Advisors Examples in Hong Kong

Part 3: SFC Licensing in Hong Kong on Robo-Advisors

Part 4: Ongoing Compliance Obligations & Relevant Guidelines

Part 5: Overseas Jurisdictions & Regulatory Overview on Robo-Advisors

Part 6: Future of Robo-Advisors

To complete the training, you are required to answer 10 questions in the Assessment Test at the end of the training and have 6 questions answered correctly.  Prior to taking the Assessment Test, you must watch the entire training video. Failure to do so may lead to cancellation of your Certificate of Completion.

**Please note that you are required to create an account with Thinkific, our Learning Management platform. Your Certificate of Completion will be issued using the name used to create the account. Therefore, please ensure that your official name is used when creating the account on Thinkific.**

For any queries, please email us at Thank you.


Course Curriculum

  • 1
    The Rise of Robo-Advisor: The Hype VS The Reality
    • Step 1: Watch the Training Video
    • Step 2: Take Online Assessment (Passing Grade: 60%)(Answered 6 questions correctly out of 10 questions)
    • Step 3: Download your certificate