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.
Artificial Intelligence in Financial Planning
Artificial Intelligence in Financial Planning
包含在 
中
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
要了解的详细信息
可分享的证书
添加到您的领英档案
作业
5 项作业
授课语言：英语（English）
了解顶级公司的员工如何掌握热门技能
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。
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 获得可共享的职业证书
该课程共有3个模块
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
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
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!
涵盖的内容
14个视频4篇阅读材料2个作业
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常见问题
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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