About this Course
This 3-course specialization offers a comprehensive exploration of Artificial Intelligence (AI) and Machine Learning in financial planning and wealth management. Course one, "Machine Learning and Human Learning," examines the differences between machine and human learning, including supervised and unsupervised machine learning, and explores practical applications of AI in educational tools. The second course, "Artificial Intelligence in Financial Planning," provides an in-depth understanding of how AI tools and technologies are transforming financial planning. Learners will explore the integration of AI in financial planning, innovative AI tools, and ethical considerations. This course is designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning services. Finally, the third course, "Artificial Intelligence in Wealth Management," offers a comprehensive overview of AI's role in wealth management. Learners will explore the foundations of AI, advanced AI tools, and future trends in AI for financial services. This course equips learners with the skills to leverage AI technologies effectively and ethically. Featuring industry experts such as Randy Bruns, Dr. Julie Ragatz, and Tyrone Ross Jr., this specialization prepares financial professionals to harness AI and machine learning to drive innovation and success in their careers
What You'll Learn
- Analyze and differentiate between machine learning and human learning
- Apply AI technologies in financial planning and wealth management
- Explore integration of AI tools and ethical considerations in financial planning
- Identify future trends of AI in financial services
Prerequisites
- Basic familiarity with the topic and its common terminology
- Readiness to practice through applied exercises or case-based work
Instructors
Vania Carvalho de Castro
Dr. Craig Lemoine
Director of Financial Planning, Associate Clinical Professor of Financial Planning
Dr William Cope
Professor
JC Morgan