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University of Illinois Urbana-Champaign via Coursera
Artificial Intelligence in Wealth Management
4.714 ratings at CourseraOverview
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.
Syllabus 3
- Orientation & Module 1 | Foundations of AI in Wealth Management 3 hours
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. Y…
- Module 2 | Advanced AI Tools in Wealth Management 2.5 hours
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 challen…
- Module 3 | Future Trends and Challenges in AI for Wealth Management & Course Conclusion 3 hours
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…
Advantages and disadvantages
Advantages
- Structured courses with graded quizzes, assignments and deadlines you can reset.
- A shareable certificate from the university or company when you pay.
- Financial aid is often approved for students in India (apply 15 days before you need it).
- From University of Illinois Urbana-Champaign, a well-regarded name.
- Self-paced: start any time.
- A clear syllabus (3 parts) you can see before you start.
Disadvantages
- Paid after a 7-day free trial (Coursera Plus or per course).
- Some courses can be audited for free, but graded work and certificates need payment.
Some points apply to every course of this kind; see how we rank.
This course is paid. Here is how to take it for free
- Free trials: You can start a 7-day free trial for many individual courses, Specializations, or a Coursera Plus subscription to test full course features. Cancel before the seventh day if you do not want to be charged.
- Financial aid: If you cannot afford the fee for a certificate, you can apply for financial aid through the link on the course home page by filling out an application about your background and goals.
Taught by
- Dr. Craig LemoineDirector of Financial Planning, Associate Clinical Professor of Financial Planning, College of Agricultural, Consumer a…
University of Illinois Urbana-Champaign is in Tier 2: excellent universities and the companies that build the technology of our institution ranking (86/100).
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