Artificial Intelligence in Financial Planning

Artificial Intelligence in Financial Planning

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

访问权限由 New York State Department of Labor 提供

1,695 人已注册

3个模块

深入了解一个主题并学习基础知识。

初级等级

无需具备相关经验

8 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。

初级等级

无需具备相关经验

8 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 background and unique approaches of financial planning firms, and the roles of key team members.
Explain and evaluate different compensation models and the adoption of fintech and AI tools in financial planning.
Explore the impact of AI on job roles, client relationships, and the financial planning industry as a whole.
Evaluate the ethical considerations and challenges of implementing AI in financial services, ensuring AI tools prioritize the client's best interest.

您将获得的技能

您将学习的工具

Generative AI

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作业

5 项作业

授课语言：英语（English）

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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 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.

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 to explore the background of Model Wealth, the roles of key team members, and their unique approach to financial planning. You'll dive into different compensation models in financial planning, like commission-based, AUM, and advice-only models. We'll also explore how fintech and AI tools can improve client experience and efficiency. By the end of this week, you'll have a solid understanding of how AI can be integrated into financial planning and why it's so important for the future of the industry.

涵盖的内容

10个视频4篇阅读材料2个作业1个讨论话题

10个视频总计42分钟

Course Overview 1分钟
Meet Your Instructor | Craig Lemoine 2分钟
Module 1 | Overview 1分钟
Introduction to Model Wealth and Team Members 3分钟
Evaluating FinTech and AI Tools 5分钟
Compensation Models in Financial Planning 9分钟
Meet Dr. Michael Thomas 7分钟
Understanding Behavioral Finance 6分钟
The Role of AI in Behavioral Finance 7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
Machine Learning for Financial Forecasting, Planning and Analysis 10分钟

2个作业总计60分钟

Module 1 | Knowledge Check 30分钟
Orientation Quiz 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 diving deeper into the world of AI in financial planning. We'll address concerns about AI replacing jobs and highlight the irreplaceable value of human connection in the industry. You'll learn about the process of adopting fintech and AI tools, focusing on client experience and efficiency improvements. We'll also explore the impact of generative AI on the financial planning industry and understand AI as a thought partner rather than a replacement for human advisors.

涵盖的内容

12个视频2篇阅读材料1个作业

12个视频总计61分钟

Module 2 | Overview 1分钟
The Future of Financial Planning 9分钟
Comprehensive Financial Planning 5分钟
Embracing Change and Technology 2分钟
Implementing Video Recording for Client Meetings 1分钟
Enhancing Client Experience with Technology 7分钟
Cody's Journey in Financial Planning 8分钟
Unconventional Investments and Simplified Strategies 5分钟
Minimalist Approach to Technology in Financial Planning 5分钟
The Future of Financial Planning with AI 7分钟
Sustainable Investing: Balancing Financial Viability and Ethical Choices 10分钟
Module 2 | Wrap-Up 1分钟

2篇阅读材料总计15分钟

Meet the Experts 5分钟
Transforming Financial Planning with AI-Driven Analysis: A Review and Application Insights 10分钟

1个作业总计30分钟

Module 2 | Knowledge Check 30分钟

In our final module, we're focusing on the ethical considerations of integrating AI into financial planning. You'll learn about the role of ethics in financial advisory, the impact of fintech on onboarding processes, and the importance of social-emotional skills in building client relationships. We'll evaluate the challenges and ethical considerations of implementing AI in financial services, ensuring AI tools are unbiased and prioritize the client's best interests. After this module, you'll be ready to complete the final assessment for the course and earn your Coursera certificate!