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.

Artificial Intelligence in Finance and Wealth Management Specialization

Artificial Intelligence in Finance and Wealth Management Specialization

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.

Instructors: Vania Carvalho de Castro

Included with Coursera Plus

Learn more

3 course series

Get in-depth knowledge of a subject

Intermediate level

Recommended experience

1 month at 10 hours a week

Flexible schedule

Earn a career credential

Share your expertise with employers

3 course series

Get in-depth knowledge of a subject

Intermediate level

Recommended experience

1 month at 10 hours a week

Flexible schedule

Earn a career credential

Share your expertise with employers

What you'll learn

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

Overview

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.

What’s included

Shareable certificate

Add to your LinkedIn profile

Taught in English

11 practice exercises

Advance your subject-matter expertise

Learn in-demand skills from university and industry experts
Master a subject or tool with hands-on projects
Develop a deep understanding of key concepts
Earn a career certificate from University of Illinois Urbana-Champaign

Specialization - 3 course series

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

Course 136 hoursView course

What you'll learn

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.

Skills you'll gain

Artificial Intelligence and Machine Learning (AI/ML), Human Computer Interaction, Data Mining, Applied Machine Learning, Natural Language Processing, AI Personalization, Artificial Intelligence, Supervised Learning, Mobile Development, Learning Management Systems, and Machine Learning

Artificial Intelligence in Financial Planning

Course 27 hoursView course

What you'll learn

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.

Skills you'll gain

Artificial Intelligence, Business Ethics, FinTech, Responsible AI, Financial Planning, Interpersonal Communications, Generative AI, Customer experience improvement, AI Personalization, Relationship Building, Compensation Management, and Technology Strategies

Artificial Intelligence in Wealth Management

Course 38 hoursView course

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.

Skills you'll gain

Artificial Intelligence, Financial Planning, Financial Services, Responsible AI, Data Ethics, Risk Mitigation, Artificial Intelligence and Machine Learning (AI/ML), Risk Modeling, FinTech, Advanced Analytics, AI Personalization, Business Ethics, Automation, Wealth Management, Regulatory Compliance, and Legal Risk

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Vania Carvalho de Castro

University of Illinois Urbana-Champaign

1 Course1,738 learners

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

9 Courses4,281 learners

Offered by

University of Illinois Urbana-Champaign

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Frequently asked questions

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.

Artificial Intelligence in Finance and Wealth Management Specialization

What you'll learn

Overview

Skills you'll gain

Tools you'll learn

What’s included

Advance your subject-matter expertise