Artificial Intelligence in Financial Planning

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     Course features
  • Provider : University of Illinois Urbana-Champaign
  • Level: Beginner
  • Study time:7 hours to complete

This comprehensive course explores the integration of Artificial Intelligence (AI) in financial planning, offering in-depth insights into how AI tools and technologies are transforming the industry. Through three detailed modules, learners will explore AI in financial planning, innovative AI tools for financial advisors, and key ethical considerations in AI integration.

Designed for financial professionals, advisors, and anyone looking to leverage AI to enhance financial planning services, this course equips learners with the knowledge and skills to effectively and ethically incorporate AI into their practices.

Course Features:

- Expert instructors: Mark Friedenthal, Dr. Matt Goren, Tyrone Ross Jr., Charles Clark, Mikel Van Cleve, Rick Williamson, Kellan Brown, Johnny Poulsen, Dr. Julie Ragatz

- Practical applications: Learn to use AI tools to optimize financial planning processes

- Ethical AI use: Understand the ethical considerations in implementing AI

Course overview
This course provides a deep dive into the impact of Artificial Intelligence (AI) on financial planning, equipping professionals with the knowledge and skills to integrate AI tools effectively and ethically. Through three in-depth modules, participants will explore AI-driven financial strategies, innovative AI tools for financial advisors, and ethical considerations in AI adoption.
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