Artificial Intelligence in Financial Planning

Software > Computer Software > Educational Software University of Illinois Urbana-Champaign

Course Overview

What You'll Learn

  • 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.

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. Featuring Experts: 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 PLANNERâ„¢ 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 a non-credit course that is part of the College of ACES suite of online programs. Learn more about online programs and explore ways to work toward a degree program at College of ACES Online Programs at acesonline.illinois.edu.

Course FAQs

Is this an accredited online course?

Accreditation for 'Artificial Intelligence in Financial Planning' is determined by the provider, University of Illinois Urbana-Champaign. For online college courses or degree programs, we strongly recommend you verify the accreditation status directly on the provider's website to ensure it meets your requirements.

Can this course be used for continuing education credits?

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How do I enroll in this online school program?

To enroll, click the 'ENROLL NOW' button on this page. You will be taken to the official page for 'Artificial Intelligence in Financial Planning' on the University of Illinois Urbana-Champaign online class platform, where you can complete your registration.