Artificial Intelligence in Wealth Management
Completed by Edward Richard Jastrem
September 29, 2025
8 hours (approximately)
Edward Richard Jastrem's account is verified. Coursera certifies their successful completion of Artificial Intelligence in Wealth Management
What you will learn
Understand the basics of AI and machine learning in financial services, including their role in financial risk management.
Differentiate between advanced statistical methods and true AI, and analyze the impact of AI on the financial advisory profession.
Implement advanced AI-driven tools to enhance retirement planning and financial advisory services.
Evaluate the legal, ethical, and compliance considerations of incorporating AI into financial planning.
Skills you will gain
- Category: AI Enablement
- Category: AI Integrations
- Category: Artificial Intelligence
- Category: Financial Planning
- Category: Financial Regulation
- Category: Automation
- Category: FinTech
- Category: Business Ethics
- Category: Financial Services
- Category: Risk Mitigation
- Category: Artificial Intelligence and Machine Learning (AI/ML)
- Category: Wealth Management
