Artificial Intelligence in Financial Planning

Overview

Unlock the potential of Artificial Intelligence in Financial Planning with our specialized course. Dive deep into how AI tools and technologies are revolutionizing the financial industry through expertly designed modules.

Enhance your skills and knowledge with insights into AI integration, innovative tools, and essential ethical considerations.

This course, tailored for financial professionals, advisors, and enthusiastic learners, provides the resources to effectively and ethically incorporate AI in financial advisory services. Benefit from the expertise of leading professionals, including:

• Mark Friedenthal:

  Founder and CEO of Tolerisk

• Dr.

  Matt Goren:

  Financial Educator and Consultant

• Tyrone Ross Jr.:

  CEO and Co-Founder of Turnqey Labs

• Charles Clark:

  Founder of Sales Pistons LLC

• Mikel Van Cleve:

  CERTIFIED FINANCIAL PLANNER™ professional

• Rick Williamson:

  Director of Brand Experience at Redtail/Orion Advisor Technology

• Kellan Brown:

  COO / CDO at 100 Women in Finance

• Johnny Poulsen:

  CEO and Co-Founder of Income Lab

• Dr. Julie Ragatz:

  Vice President of Financial Planning and Advisor Growth at Carson Group

This course is part of the College of ACES suite of online programs and is available through Coursera, offered by ESSEC Business School.

Although non-credit, it contributes significantly to professional growth and skills enhancement. For more information on online courses and degree programs, visit College of ACES Online Programs at acesonline.illinois.edu.

Categories include Artificial Intelligence Courses, Fintech Courses, Generative AI Courses, Financial Planning Courses, and Ethics in AI Courses.

Subjects

united states