Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Can I take the course for free?

No, you cannot take this course for free. When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. If you cannot afford the fee, you can apply for financial aid.

Spezialisierung „Artificial Intelligence in Finance and Wealth Management “

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Spezialisierung „Artificial Intelligence in Finance and Wealth Management “

Master Artificial Intelligence in Finance.

By completing this specialization, learners will gain a comprehensive understanding of machine learning principles, explore the application of artificial intelligence in financial planning, and develop expertise in leveraging AI for wealth management.

Dozenten: Vania Carvalho de Castro

3.540 bereits angemeldet

Bei Mehr erfahren enthalten

Fragen Sie Coursera

3-teilige Kursreihe

Befassen Sie sich eingehend mit einem Thema

aus 28 Bewertungen von Kursen in diesem Programm

Stufe Mittel

Empfohlene Erfahrung

4 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

3-teilige Kursreihe

Befassen Sie sich eingehend mit einem Thema

aus 28 Bewertungen von Kursen in diesem Programm

Stufe Mittel

Empfohlene Erfahrung

4 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Analyze and differentiate between machine learning and human learning
Apply AI technologies in financial planning and wealth management

Kompetenzen, die Sie erwerben

Kategorie: Financial Services
Kategorie: Machine Learning Algorithms
Kategorie: Relationship Management
Kategorie: Financial Planning
Kategorie: AI literacy
Kategorie: Supervised Learning
Kategorie: Education Software and Technology
Kategorie: Digital pedagogy
Kategorie: Artificial Intelligence
Kategorie: AI Enablement
Kategorie: Wealth Management
Kategorie: Machine Learning
Kategorie: Compliance Training
Kategorie: Responsible AI
Kategorie: Rapport Building
Kategorie: Machine Learning Methods
Kategorie: Applied Machine Learning
Kategorie: Data Ethics
Kategorie: AI Personalization

Werkzeuge, die Sie lernen werden

Kategorie: Learning Management Systems

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Unterrichtet in Englisch

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

Weitere Informationen zu Coursera für Unternehmen

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Erlernen Sie ein Thema oder ein Tool mit echten Projekten.
Entwickeln Sie ein fundiertes Verständnisse der Kernkonzepte.
Erwerben Sie ein Karrierezertifikat von University of Illinois Urbana-Champaign.

Spezialisierung - 3 Kursreihen

This 3-course specialization offers a comprehensive exploration of Artificial Intelligence (AI) and Machine Learning in financial planning and wealth management. Course one, "Machine Learning and Human Learning," examines the differences between machine and human learning, including supervised and unsupervised machine learning, and explores practical applications of AI in educational tools.

The second course, "Artificial Intelligence in Financial Planning," provides an in-depth understanding of how AI tools and technologies are transforming financial planning. Learners will explore the integration of AI in financial planning, innovative AI tools, and ethical considerations. This course is designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning services.

Finally, the third course, "Artificial Intelligence in Wealth Management," offers a comprehensive overview of AI's role in wealth management. Learners will explore the foundations of AI, advanced AI tools, and future trends in AI for financial services. This course equips learners with the skills to leverage AI technologies effectively and ethically.

Featuring industry experts such as Randy Bruns, Dr. Julie Ragatz, and Tyrone Ross Jr., this specialization prepares financial professionals to harness AI and machine learning to drive innovation and success in their careers.

Übungsprojekt

Learners will engage in hands-on projects that simulate real-world scenarios, such as developing AI-driven financial planning models and creating machine learning algorithms for wealth management. These projects will enable learners to apply their skills to solve authentic problems, enhancing their ability to leverage AI and machine learning technologies effectively and ethically in their professional practice.

Machine Learning and Human Learning

KURS 1, 38 Stunden

Was Sie lernen werden

This course examines the differences between machine and human learning and the ways in which machines can complement human learning. It examines technical definitions of supervised and unsupervised machine learning, as well as broader views of mechanical intelligence able to replicate or exceed human intelligence. The course will also explore practical applications of learning analytics and artificial intelligence in learning management systems and other educational tools and critically interrogate the applications of AI in education. The course is designed to aspiring and current educators, and anyone who is interested in the intersection of human and machine learning, and AI applications in education.

Kompetenzen, die Sie erwerben

Kategorie: Education Software and Technology

Kategorie: Human Computer Interaction

Kategorie: Machine Learning Algorithms

Kategorie: Data Mining

Kategorie: Applied Machine Learning

Kategorie: Supervised Learning

Kategorie: Learning Theory

Kategorie: Machine Learning Methods

Kategorie: Artificial Intelligence

Kategorie: Digital pedagogy

Kategorie: Machine Learning

Kategorie: AI literacy

Kategorie: Learning Management Systems

Kategorie: AI Personalization

Artificial Intelligence in Financial Planning

KURS 2, 8 Stunden

Was Sie lernen werden

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.

Kompetenzen, die Sie erwerben

Kategorie: Financial Planning

Kategorie: AI Integrations

Kategorie: Responsible AI

Kategorie: Generative AI

Kategorie: FinTech

Kategorie: Artificial Intelligence

Kategorie: Rapport Building

Kategorie: Compensation Strategy

Kategorie: Technology Strategies

Kategorie: AI Enablement

Kategorie: Relationship Management

Kategorie: Data Ethics

Kategorie: Compensation Management

Kategorie: Customer experience improvement

Kategorie: Relationship Building

Kategorie: Ethical Standards And Conduct

Artificial Intelligence in Wealth Management

KURS 3, 9 Stunden

Was Sie lernen werden

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.

Kompetenzen, die Sie erwerben

Kategorie: Artificial Intelligence

Kategorie: Financial Planning

Kategorie: AI Integrations

Kategorie: Financial Services

Kategorie: Risk Mitigation

Kategorie: Artificial Intelligence and Machine Learning (AI/ML)

Kategorie: Compliance Training

Kategorie: Legal Risk

Kategorie: Business Ethics

Kategorie: AI Enablement

Kategorie: Wealth Management

Kategorie: Responsible AI

Kategorie: Automation

Kategorie: Financial Regulation

Kategorie: FinTech

Erwerben Sie ein Karrierezertifikat.

Fügen Sie dieses Zeugnis Ihrem LinkedIn-Profil, Lebenslauf oder CV hinzu. Teilen Sie sie in Social Media und in Ihrer Leistungsbeurteilung.

Dozenten

Vania Carvalho de Castro

University of Illinois Urbana-Champaign

2 Kurse4.027 Lernende

von

University of Illinois Urbana-Champaign

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Lernender seit 2018

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Lernender seit 2020

„Bei einem spannenden neuen Projekt konnte ich die neuen Kenntnisse und Kompetenzen aus den Kursen direkt bei der Arbeit anwenden.“

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Lernender seit 2021

„Wenn mir Kurse zu Themen fehlen, die meine Universität nicht anbietet, ist Coursera mit die beste Alternative.“

Chaitanya A.

„Man lernt nicht nur, um bei der Arbeit besser zu werden. Es geht noch um viel mehr. Bei Coursera kann ich ohne Grenzen lernen.“

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Häufig gestellte Fragen

Yes! Although completion of the Coursera courses alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as a graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.

This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.

Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. Visit your learner dashboard to track your progress.