This course delves into the integration of Artificial Intelligence (AI) in financial planning, offering a comprehensive understanding of how AI tools and technologies are transforming the industry. Through three detailed modules, learners will explore the integration of AI in financial planning, innovative AI tools, and the ethical considerations involved. Designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning and advisory services, this course equips learners with the knowledge and skills to effectively and ethically incorporate AI into their financial planning practices.
Artificial Intelligence in Financial Planning
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niveau Débutant
Aucune connaissance prérequise
7 heures pour terminer
3 semaines à 2 heures par semaine
Planning flexible
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Ce que vous apprendrez
Understand the background and unique approaches of financial planning firms, and the roles of key team members.
Explain and evaluate different compensation models and the adoption of fintech and AI tools in financial planning.
Explore the impact of AI on job roles, client relationships, and the financial planning industry as a whole.
Evaluate the ethical considerations and challenges of implementing AI in financial services, ensuring AI tools prioritize the client's best interest.
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Récemment mis à jour !
mars 2025
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5 devoirs
Enseigné en Anglais
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Il y a 3 modules dans ce cours
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 to explore the background of Model Wealth, the roles of key team members, and their unique approach to financial planning. You'll dive into different compensation models in financial planning, like commission-based, AUM, and advice-only models. We'll also explore how fintech and AI tools can improve client experience and efficiency. By the end of this week, you'll have a solid understanding of how AI can be integrated into financial planning and why it's so important for the future of the industry.
Inclus
10 vidéos4 lectures2 devoirs1 sujet de discussion
In this module, we're diving deeper into the world of AI in financial planning. We'll address concerns about AI replacing jobs and highlight the irreplaceable value of human connection in the industry. You'll learn about the process of adopting fintech and AI tools, focusing on client experience and efficiency improvements. We'll also explore the impact of generative AI on the financial planning industry and understand AI as a thought partner rather than a replacement for human advisors.
Inclus
12 vidéos2 lectures1 devoir
In our final module, we're focusing on the ethical considerations of integrating AI into financial planning. You'll learn about the role of ethics in financial advisory, the impact of fintech on onboarding processes, and the importance of social-emotional skills in building client relationships. We'll evaluate the challenges and ethical considerations of implementing AI in financial services, ensuring AI tools are unbiased and prioritize the client's best interests. After this module, you'll be ready to complete the final assessment for the course and earn your Coursera certificate!
Inclus
14 vidéos4 lectures2 devoirs
Instructeur
Offert par
Recommandé si vous êtes intéressé(e) par Finance
University of Illinois Urbana-Champaign
Indian School of Business
Coursera Instructor Network
University of Michigan
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