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How AI and Big Data Are Changing Wealth Management Essentials

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.

Course Overview

Overall Proficiency Level
2 - Intermediate
Course Catalog Number
T101
Course Prerequisites

None

Training Purpose
Functional Development
Management Development
Specific Audience
All
Delivery Method
Online, Self-Paced
  • Online, Self-Paced

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):

    Feedback

    If you would like to provide feedback on this course, please e-mail the NICCS team at NICCS@mail.cisa.dhs.gov. Please keep in mind that NICCS does not own this course or accept payment for course entry. If you have questions related to the details of this course, such as cost, prerequisites, how to register, etc., please contact the course training provider directly. You can find course training provider contact information by following the link that says “Visit course page for more information...” on this page.

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