Artificial Intelligence in Wealth Management

This course provides a comprehensive overview of the transformative role of Artificial Intelligence (AI) in the field of wealth management. Through three detailed modules, learners will explore the foundations of AI, advanced AI tools, and future trends and challenges in AI for financial services. Designed for financial professionals, advisors, and anyone interested in understanding how AI can enhance financial planning, risk management, and client interactions, this course equips learners with the knowledge and skills to leverage AI technologies effectively and ethically in their professional practice. Featuring Experts: Randy Bruns: Principal and Founder of 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: Vice President of Financial Planning and Advisor Growth, Carson Group Dr. Matt Goren: Financial Educator and Consultant Tyrone Ross Jr.: CEO and Co-Founder of Turnqey Labs 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 apply your work toward a degree program at College of ACES Online Programs at acesonline.illinois.edu.