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.
Artificial Intelligence in Wealth Management
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
8 hours to complete
3 weeks at 2 hours a week
Flexible schedule
Learn at your own pace
What you'll 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.
Details to know
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Recently updated!
March 2025
Assessments
6 assignments
Taught in English
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There are 3 modules in this course
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 as we explore the basics of AI and machine learning in financial services. You'll learn what AI really is (and isn't), and how it's shaking up the financial advisory world. We'll also dive into the nitty-gritty of compliance and ethics, which are super important when dealing with AI. By the end of this week, you'll have a solid foundation to build on, and you'll see why understanding AI is crucial for anyone in the financial sector.
What's included
18 videos4 readings2 assignments1 discussion prompt
In this module, we're taking things up a notch with advanced AI tools that can revolutionize your approach to financial planning and advisory services. You'll discover how AI can make retirement planning more efficient and effective, and you'll hear from FinTech experts about the real-world challenges and opportunities of integrating AI into financial services. By the end of this week, you'll have practical insights and tools that you can start applying.
What's included
9 videos4 readings2 assignments
In our final module, we're looking ahead to the future of AI in wealth management. You'll explore cutting-edge applications of AI, and we'll tackle the big questions around legal and ethical considerations. How do we balance the power of AI with the need for human touch in financial advisory? What are the potential risks of AI, and how can we mitigate them? By the end of this week, you'll be equipped to navigate the future of AI in your practice, ensuring you stay ahead of the curve while maintaining ethical standards. After this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!
What's included
9 videos4 readings2 assignments
Instructor
Offered by
Recommended if you're interested in Finance
Coursera Instructor Network
University of Michigan
Corporate Finance Institute
Coursera Instructor Network
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Frequently asked questions
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