Online AI-Enabled Investment Analysis & Portfolio Management

About AI-Enabled Investment Analysis and Portfolio Management Course

The Executive Diploma in AI-Enabled Investment Analysis and Portfolio Management is crafted to equip finance professionals, analysts, and investors with cutting-edge skills to leverage artificial intelligence in investment decision-making. This program bridges traditional financial theories with modern AI techniques, enabling participants to analyze market trends, evaluate risk, and manage portfolios with greater precision.

Learners will explore AI tools for algorithmic trading, sentiment analysis, robo-advisory systems, and predictive modeling. Through hands-on projects and financial datasets, participants will gain practical experience in building AI-driven investment strategies and understanding the impact of emerging technologies on global financial markets.

Upon completion, participants will be able to design intelligent investment portfolios, automate trading processes, and interpret AI-generated financial insights to enhance returns and manage risks effectively across asset classes and investment environments.

Course Description

The "AI-Enabled Investment Analysis and Portfolio Management" Executive Diploma program delves into the intersection of finance and technology. Key topics include AI in financial forecasting, portfolio optimization, big data analytics, and regulatory compliance in AI applications. The program emphasizes real-time simulations and case studies, preparing professionals to lead data-driven investment initiatives in fintech firms, banks, hedge funds, and asset management companies.

Learning Outcomes

Graduates of this program will have the knowledge and skills to:

Apply AI and machine learning techniques to investment analysis, portfolio construction, and financial forecasting.
Utilize predictive analytics to identify market trends, assess asset performance, and support data-driven investment decisions.
Develop and implement algorithmic trading strategies using real-time data and AI-powered tools.
Analyze financial data using advanced visualization platforms such as Tableau and Power BI.
Evaluate risk and return profiles of diverse investment portfolios using AI-based optimization techniques.
Integrate natural language processing and sentiment analysis for evaluating news, reports, and market signals.
Understand regulatory, ethical, and compliance considerations in deploying AI within the financial services industry.
Use Python, R, and financial APIs to automate data gathering, analysis, and reporting tasks.
Interpret complex financial models and simulations to support investment strategies across asset classes.
Gain hands-on experience through case studies, financial market simulations, and project-based learning.

Curriculum

The Executive Diploma in AI-Enabled Investment Analysis and Portfolio Management offers a structured, industry-relevant curriculum that blends foundational finance concepts with advanced artificial intelligence applications. The program is designed to equip participants with the skills to analyze financial markets, build intelligent investment strategies, and drive innovation through data science and machine learning tools. The curriculum follows a credit-based framework, ensuring a balance of academic rigor and real-world financial application. Topics covered include quantitative finance, predictive analytics, algorithmic trading, risk management, and financial modeling with AI. Students are expected to maintain a cumulative grade-point average of 3.00 or above to graduate. Prerequisites must be completed prior to taking advanced modules, and waivers may be granted based on prior academic or industry experience. The program emphasizes progressive learning and practical exposure through simulations, live market data analysis, and investment case studies.

Term 1

Financial Statement Analysis for Market Research using Al /Chat GPT
Financial Markets and Al Applications
Al Applications in Market Regulatory Compliance
Modelling for Financial Market Research using Al

Term 2

Technical Analysis Using Al
Fundamental Analysis using Al applications
Trade Strategies -Futures and Options
Value Investing Strategies
Forex Market and Risk Management
Capstone Project

Eligibility

Academic Criteria

Bachelor’s degree in Business, IT, Statistics, Engineering, or a related field.
Minimum of 50% aggregate marks (Relaxation for reserved categories as per guidelines).
Valid scores in entrance exams such as CAT, XAT, GMAT, or institute-specific tests.

Who Can Apply

Professionals seeking to enhance analytics and management skills.
Graduates interested in data-driven decision-making.
IT, Finance, and Business professionals transitioning into analytics roles.
Entrepreneurs and Consultants in Business Analytics.

Admission Process

Online Application Submission.
Entrance Exam Scores Evaluation.
Personal Interview & Business Case Discussion.
Final Admission Offer based on overall assessment.

Course Fees & Program Info

Executive Diploma – AI-Enabled Investment Analysis and Portfolio Management

Course Fee

₹1,50,000

Payable in installments

Registration Fee

₹944

Non-refundable

Duration

11 Months (2 Terms)

Fully online, flexible format

Key Focus Areas

AI in Financial Forecasting, Algorithmic Trading, Portfolio Optimization, Risk Analytics

Designed for finance professionals and analysts to drive investment strategies using AI-powered tools and insights

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Selection Process

Step 1

Complete your Application

Complete your application and submit the required details. The Admissions Committee will then review your application which includes your work experience & educational background.

Step 2

Get Shortlisted & Receive your Offer Letter

Upon qualifying, an Offer Letter will be sent to you confirming your admission to the Executive Post-Graduate Diploma in Bussinnes Analysis Management.