This course delves into the integration of Artificial Intelligence (AI) in financial planning, offering a comprehensive understanding of how AI tools and technologies are transforming the industry. Through three detailed modules, learners will explore the integration of AI in financial planning, innovative AI tools, and the ethical considerations involved. Designed for financial professionals, advisors, and anyone interested in leveraging AI to enhance financial planning and advisory services, this course equips learners with the knowledge and skills to effectively and ethically incorporate AI into their financial planning practices. Featuring Experts: Mark Friedenthal: Founder and CEO of Tolerisk Dr. Matt Goren: Financial Educator and Consultant Tyrone Ross Jr.: CEO and Co-Founder of Turnqey Labs Charles Clark: Founder of Sales Pistons LLC Mikel Van Cleve: CERTIFIED FINANCIAL PLANNER鈩� professional Rick Williamson: Director of Brand Experience at Redtail/Orion Advisor Technology Kellan Brown: COO / CDO at 100 Women in Finance Johnny Poulsen: CEO and Co-Founder of Income Lab Dr. Julie Ragatz: Vice President of Financial Planning and Advisor Growth at Carson Group 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 work toward a degree program at College of ACES Online Programs at acesonline.illinois.edu.
Module 3 | Overview
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Skills You'll Learn
Compensation Management, Technology Strategies, Data Ethics, Relationship Building, Generative AI, Customer experience improvement, Financial Planning, Business Ethics, ChatGPT, Compensation Analysis, FinTech, Artificial Intelligence
From the lesson
Module 3 | Ethical Considerations in Financial Planning & Course Conclusion
Taught By
Dr. Craig Lemoine
Director of Financial Planning, Associate Clinical Professor of Financial Planning