Artificial Intelligence in Finance and Wealth Management

University of Illinois at Urbana-Champaign via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

4 weeks, 10 hours a week
Sessions

Self-Paced
Level

Intermediate

Found in

Overview

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This 3-course specialization offers a comprehensive exploration of Artificial Intelligence (AI) and Machine Learning in financial planning and wealth management. Course one, "Machine Learning and Human Learning," examines the differences between machine and human learning, including supervised and unsupervised machine learning, and explores practical applications of AI in educational tools. The second course, "Artificial Intelligence in Financial Planning," provides an in-depth understanding of how AI tools and technologies are transforming financial planning. Learners will explore the integration of AI in financial planning, innovative AI tools, and ethical considerations. This course is designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning services. Finally, the third course, "Artificial Intelligence in Wealth Management," offers a comprehensive overview of AI's role in wealth management. Learners will explore the foundations of AI, advanced AI tools, and future trends in AI for financial services. This course equips learners with the skills to leverage AI technologies effectively and ethically. Featuring industry experts such as Randy Bruns, Dr. Julie Ragatz, and Tyrone Ross Jr., this specialization prepares financial professionals to harness AI and machine learning to drive innovation and success in their careers.

Syllabus

Course 1: Machine Learning and Human Learning
Course 2: Artificial Intelligence in Financial Planning
Course 3: Artificial Intelligence in Wealth Management

Courses

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This course examines the differences between machine and human learning and the ways in which machines can complement human learning. It examines technical definitions of supervised and unsupervised machine learning, as well as broader views of mechanical intelligence able to replicate or exceed human intelligence. The course will also explore practical applications of learning analytics and artificial intelligence in learning management systems and other educational tools and critically interrogate the applications of AI in education. The course is designed to aspiring and current educators, and anyone who is interested in the intersection of human and machine learning, and AI applications in education.
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This course delves into the integration of Artificial Intelligence (AI) in financial planning, offering a comprehensive understanding of how AI tools and technologies are transforming the industry. Through three detailed modules, learners will explore the integration of AI in financial planning, innovative AI tools, and the ethical considerations involved. Designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning and advisory services, this course equips learners with the knowledge and skills to effectively and ethically incorporate AI into their financial planning practices. Featuring Experts: Mark Friedenthal: Founder and CEO of Tolerisk Dr. Matt Goren: Financial Educator and Consultant Tyrone Ross Jr.: CEO and Co-Founder of Turnqey Labs Charles Clark: Founder of Sales Pistons LLC Mikel Van Cleve: CERTIFIED FINANCIAL PLANNER™ professional Rick Williamson: Director of Brand Experience at Redtail/Orion Advisor Technology Kellan Brown: COO / CDO at 100 Women in Finance Johnny Poulsen: CEO and Co-Founder of Income Lab Dr. Julie Ragatz: Vice President of Financial Planning and Advisor Growth at Carson Group This course is a non-credit course that is part of the College of ACES suite of online programs. Learn more about online programs and explore ways to work toward a degree program at College of ACES Online Programs at acesonline.illinois.edu.
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This course provides a comprehensive overview of the transformative role of Artificial Intelligence (AI) in the field of wealth management. Through three detailed modules, learners will explore the foundations of AI, advanced AI tools, and future trends and challenges in AI for financial services. Designed for financial professionals, advisors, and anyone interested in understanding how AI can enhance financial planning, risk management, and client interactions, this course equips learners with the knowledge and skills to leverage AI technologies effectively and ethically in their professional practice. Featuring Experts: Randy Bruns: Principal and Founder of Model Wealth, Inc. Alex Offerman: Senior Financial Planner, Model Wealth Inc. Anna Thorberg: Director of Operations, Model Wealth, Inc. Dr. Michael Thomas: Financial Empathy & Compassion Specialist Cody Garrett: Advice-Only Financial Planner and Educator Dr. Julie Ragatz: Vice President of Financial Planning and Advisor Growth, Carson Group Dr. Matt Goren: Financial Educator and Consultant Tyrone Ross Jr.: CEO and Co-Founder of Turnqey Labs This course is a non-credit course that is part of the College of ACES suite of online programs. Learn more about online programs and explore ways to apply your work toward a degree program at College of ACES Online Programs at acesonline.illinois.edu.