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Artificial Intelligence in Investment Management

Topic

General Principles of Financial Planning

Program ID

339420

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

This course explores the integration of artificial intelligence and machine learning into investment research, portfolio construction, and risk management. It addresses both the practical uses and ethical challenges of these technologies, emphasizing fairness, transparency, and the importance of human oversight in AI-driven decision-making.

Learning Objectives

Explain the differences between artificial intelligence and machine learning, and their respective roles in investment management. Identify how AI is applied in research, portfolio construction, and risk analysis. Evaluate the ethical challenges of using AI, including bias, transparency, and accountability. Recognize the limitations of AI systems and the need for human oversight in financial decision-making. Describe regulatory and compliance considerations when implementing AI tools in advisory firms.