Artificial Intelligence in Wealth Management

Aperçu

Delve into the evolving landscape of wealth management through our immersive course on Artificial Intelligence. Discover how AI is revolutionizing financial advisory services, from planning to risk management, in a structured, easy-to-follow format.

This course offers an extensive examination of AI's impact through three meticulously crafted modules:

• Foundations of AI in Wealth Management
• Advanced AI Tools for Financial Services
• Future Trends and Challenges in AI

Specially formulated for financial professionals, advisors, and enthusiasts, this program empowers you with the analytical skills needed to harness AI's capabilities ethically and effectively in the financial sphere.

Gain insights from distinguished experts, including:

• Randy Bruns, Principal and Founder, 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, VP of Financial Planning and Advisor Growth, Carson Group
• Dr.

  Matt Goren, Financial Educator and Consultant

• Tyrone Ross Jr., CEO and Co-Founder, Turnqey Labs

This non-credit online course is part of the College of ACES suite at ESSEC Business School, delivered through Coursera. Explore how you can apply these learnings toward advancing your professional expertise or degree pursuits at acesonline.illinois.edu.

Categories:

Artificial Intelligence Courses, Machine Learning Courses, Fintech Courses, Compliance Courses, Financial Planning Courses, Ethics in AI Courses

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