Artificial Intelligence in Wealth Management

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Artificial Intelligence in Wealth Management

本课程是 Artificial Intelligence in Finance and Wealth Management 专项课程的一部分

位教师：Dr. Craig Lemoine

1,699 人已注册

包含在中

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3个模块

深入了解一个主题并学习基础知识。

12 条评论

初级等级

无需具备相关经验

9 小时完成

灵活的计划

自行安排学习进度

3个模块

深入了解一个主题并学习基础知识。

12 条评论

初级等级

无需具备相关经验

9 小时完成

灵活的计划

自行安排学习进度

您将学到什么

Understand the basics of AI and machine learning in financial services, including their role in financial risk management.
Differentiate between advanced statistical methods and true AI, and analyze the impact of AI on the financial advisory profession.
Implement advanced AI-driven tools to enhance retirement planning and financial advisory services.
Evaluate the legal, ethical, and compliance considerations of incorporating AI into financial planning.

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作业

6 项作业

授课语言：英语（English）

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积累特定领域的专业知识

本课程是 Artificial Intelligence in Finance and Wealth Management 专项课程专项课程的一部分

在注册此课程时，您还会同时注册此专项课程。

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获得对主题或工具的基础理解
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该课程共有3个模块

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.

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module as we explore the basics of AI and machine learning in financial services. You'll learn what AI really is (and isn't), and how it's shaking up the financial advisory world. We'll also dive into the nitty-gritty of compliance and ethics, which are super important when dealing with AI. By the end of this week, you'll have a solid foundation to build on, and you'll see why understanding AI is crucial for anyone in the financial sector.

涵盖的内容

18个视频4篇阅读材料2个作业1个讨论话题

18个视频总计80分钟

Course Overview 1分钟
Meet Your Instructor | Craig Lemoine 2分钟
Module 1 | Overview 1分钟
Introduction to Foundations of AI in Financial Services 3分钟
Categories of AI 3分钟
What AI is and is not 10分钟
Guardrails around AI in financial planning and evolution 8分钟
A Profession Evolving 4分钟
Conclusion to Foundations of AI in Financial Services 2分钟
Understanding AI in Financial Risk Management 7分钟
AI in Financial Planning: Beyond Basic Predictions 4分钟
Differentiating AI from Advanced Statistical Methods 4分钟
The Importance of Integration in Fintech 6分钟
The Evolving Role of Technology in Financial Advisory 5分钟
Meet Dr. Matt Goren and Tyrone Ross Jr. 5分钟
How Are You Using AI in Your Companies? 8分钟
What Role Does Compliance Play in This Whole Process? 6分钟
Module 1 | Wrap-up 1分钟

4篇阅读材料总计35分钟

Syllabus 10分钟
Updating Your Profile 10分钟
Meet the Experts 5分钟
AI in Wealth Management - Transforming Personal Finance for the Future 10分钟

2个作业总计60分钟

Orientation Quiz 30分钟
Module 1 | Knowledge Check 30分钟

1个讨论话题总计10分钟

Getting to Know Your Classmates 10分钟

In this module, we're taking things up a notch with advanced AI tools that can revolutionize your approach to financial planning and advisory services. You'll discover how AI can make retirement planning more efficient and effective, and you'll hear from FinTech experts about the real-world challenges and opportunities of integrating AI into financial services. By the end of this week, you'll have practical insights and tools that you can start applying.

涵盖的内容

9个视频4篇阅读材料2个作业

9个视频总计55分钟

Module 2 | Overview 1分钟
Meet the Panelists: Insights from the Experts 7分钟
The Role of AI in Financial Planning and Advisory 11分钟
Challenges in Implementing AI in Financial Services 9分钟
Introduction to Income Lab and AI in Retirement Planning 6分钟
Beyond Monte Carlo: Advanced Retirement Planning with AI 8分钟
Opportunities and Challenges in Financial Planning with AI 10分钟
Meet Your Client: Challenges and Opportunities 4分钟
Module 2 | Wrap-up 1分钟

4篇阅读材料总计35分钟

Meet the Experts 5分钟
Advanced AI Tools and Practical Insights in Wealth Management 10分钟
Reliable Financial Advisers: Learners Guide 10分钟
Reliable Financial Advisers: Case Study Review 10分钟

2个作业总计60分钟

Reliable Financial Advisers: Assisting the Client 30分钟
Module 2 | Knowledge Check 30分钟

In our final module, we're looking ahead to the future of AI in wealth management. You'll explore cutting-edge applications of AI, and we'll tackle the big questions around legal and ethical considerations. How do we balance the power of AI with the need for human touch in financial advisory? What are the potential risks of AI, and how can we mitigate them? By the end of this week, you'll be equipped to navigate the future of AI in your practice, ensuring you stay ahead of the curve while maintaining ethical standards. After this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

涵盖的内容

9个视频4篇阅读材料2个作业

9个视频总计43分钟

Module 3 | Overview 1分钟
AI in Client Meeting Transcriptions and Follow-Up 2分钟
The Future of AI in Wealth Management and Financial Planning 4分钟
Balancing AI Automation with Personal Touch in Financial Firms 5分钟
Legal and Ethical Considerations of AI in Financial Planning 5分钟
Ethical Concerns and Challenges of AI in Information Integrity 13分钟
Ethical Use of AI in Financial Advisory 11分钟
Module 3 | Wrap-up 1分钟
Course Wrap-up 1分钟

4篇阅读材料总计30分钟

Meet the Experts 5分钟
Artificial Intelligence in Finance: A Comprehensive Review Through Bibliometric and Content Analysis 10分钟
Congratulations! 5分钟
Getting Your Course Certificate 10分钟

2个作业总计120分钟

Module 3 | Knowledge Check 30分钟
Final Assessment 90分钟

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位教师

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

12 门课程 8,949 名学生

提供方

University of Illinois Urbana-Champaign

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学生评论

5 stars
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4 stars
8.33%
3 stars
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2 stars
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1 star
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已于 Mar 19, 2026审阅

Excellent Course with unique aspect of Wealth Management and AI

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