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Using Artificial Intelligence (AI) in Wealth Management & Financial Planning

Topic

General Principles of Financial Planning

Program ID

333538

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

The University of Illinois hosted a survey class on AI in Wealth Management and Financial Planning last year. Our class saw twenty experts talking about AI, tools, behavior, psychology and philosophy. The class changed my understanding of AI and Fintech tools. We will dive into what we are calling AI, what AI can do, the power of machine learning and changes to the world around us. Our conversation will conclude diving into the compression of the financial planning process, importance of economic assumptions and how AI challenges might change onboarding and fiduciary landscapes.

Learning Objectives

1. Understand AI and Machine Learning in Financial Planning 2. Analyze the Impact of AI on Financial Planning Practices 3. Critically Reflect on Behavioral, Psychological, and Ethical Implications