AI (Artificial Intelligence) in Financial Services

NOTE: Please note that accreditations to June/26 are very limited. Read the details below carefully to ensure you will receive the credits you want. If those credits are unavailable we invite you to return at a later date and find new accreditations then.

Provincial Life Credits:	3 credits (BC, SK, MB, ON) (AB: pending)
FP Canada Credits:	3 credits (General)
Institute Members:	tba
CIRO: ID Credits:	3 credits (pending)
CIRO: MFD Credits:	3 credits (pending)

While it is true that AI is changing every day, there are certain basic knowledge-driven concepts about the technology that you should know. Be prepared to answer client questions such as:

is AI being used in my application and account?
will I have any issues about keeping my information private so I am not scammed?
what do you think about AI? Is it as good/bad as they say?

You need this course to answer these and the myriad other questions centred on artificial intelligence (AI) in your business. It covers background on the development of AI, how the technology functions to scour sources of public and private data, AI disadvantages and advantages, investing in AI, and tackles the question of whether AI works to serve the best interests of clients. With insights from some tech leaders and other expert sources, AI is put into perspective to give you multiple takeaways so you too can challenge what you read and hear about AI.

You can learn about the outcome of our small test of an investment recommendation when subjected to AI. Read how AI bias can have life-changing financial impacts.

Includes a valuable checklist with tips to identify fake information.

The information in this course can be thought provoking, stimulating and scary. You need to know about AI; AI in Financial Services is your reliable source for the information you need.

$49.95