Age Range: Adults (18+)
What is this resource?
This advisor insights article explores how AI is transforming personal finance. It offers insights on how to use AI in your daily budgeting, investing, fraud detection, credit, and accounting.
What will I learn?
After you complete this online tutorial, you will be able to:
- Define how AI is used in personal finance.
- Analyze tools such as Credit Karma, YNAB, robo-advisers, and more.
- Evaluate the benefits and risks of AI-driven decision-making.
- Create a personalized plan by integrating one or more of these tools.
Key Vocabulary (to keep in mind):
- Machine Learning
- Generative AI
- Fraud Detection
- Robo-Advisor
How can I access this resource?
To access this resource, click on the link below.
Click here to navigate to Halbert Hargrove
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