Artificial Intelligence in Financial Planning

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™ 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.