• Online, Self-Paced
Course Description

Discover the role of AI and big data in wealth management with "How AI and Big Data Are Changing Wealth Management Essentials." Learn about algorithm-driven investment strategies and personalized financial planning.

Learning Objectives

  • Understand AI applications in wealth management
  • Analyze the impact of big data on investment decision-making
  • Develop data-driven portfolio management strategies
  • Implement AI-based financial advisory solutions
  • Ensure compliance with AI and data privacy regulations in finance
  • Framework Connections

    The materials within this course focus on the NICE Framework Task, Knowledge, and Skill statements identified within the indicated NICE Framework component(s):