When will I have access to the lectures and assignments?

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.

What will I get if I subscribe to this Specialization?

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.

Is financial aid available?

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.

Artificial Intelligence in Wealth Management

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

2,023 人已注册

包含在中

了解更多

3个模块

深入了解一个主题并学习基础知识。

13 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。

13 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.

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

6 项作业

授课语言：英语（English）

91% of learners achieved a positive career outcome

了解顶级公司的员工如何掌握热门技能

了解关于 Coursera for Business 的更多信息

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

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

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.

单元详情

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 Overview1分钟
Meet Your Instructor | Craig Lemoine2分钟
Module 1 | Overview 1分钟
Introduction to Foundations of AI in Financial Services3分钟
Categories of AI3分钟
What AI is and is not10分钟
Guardrails around AI in financial planning and evolution8分钟
A Profession Evolving4分钟
Conclusion to Foundations of AI in Financial Services2分钟
Understanding AI in Financial Risk Management7分钟
AI in Financial Planning: Beyond Basic Predictions4分钟
Differentiating AI from Advanced Statistical Methods4分钟
The Importance of Integration in Fintech6分钟
The Evolving Role of Technology in Financial Advisory5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-up1分钟

4篇阅读材料总计35分钟

Syllabus10分钟
Updating Your Profile10分钟
Meet the Experts5分钟
AI in Wealth Management - Transforming Personal Finance for the Future10分钟

2个作业总计60分钟

Orientation Quiz30分钟
Module 1 | Knowledge Check30分钟

1个讨论话题总计10分钟

Getting to Know Your Classmates10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 Experts7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 Planning6分钟
Beyond Monte Carlo: Advanced Retirement Planning with AI8分钟
Opportunities and Challenges in Financial Planning with AI10分钟
Meet Your Client: Challenges and Opportunities4分钟
Module 2 | Wrap-up1分钟

4篇阅读材料总计35分钟

Meet the Experts5分钟
Advanced AI Tools and Practical Insights in Wealth Management10分钟
Reliable Financial Advisers: Learners Guide10分钟
Reliable Financial Advisers: Case Study Review10分钟

2个作业总计60分钟

Reliable Financial Advisers: Assisting the Client30分钟
Module 2 | Knowledge Check30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-Up2分钟
The Future of AI in Wealth Management and Financial Planning4分钟
Balancing AI Automation with Personal Touch in Financial Firms5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-up1分钟
Course Wrap-up1分钟

4篇阅读材料总计30分钟

Meet the Experts5分钟
Artificial Intelligence in Finance: A Comprehensive Review Through Bibliometric and Content Analysis10分钟
Congratulations!5分钟
Getting Your Course Certificate10分钟