OpenCourser brand icon
Sign in
We may earn an affiliate commission when you visit our partners.
Course image
Course image
Coursera logo

Innovations in Investment Technology

Artificial Intelligence

Andrew Wu and Robert Dittmar

Explore the evolution of AI investing and online wealth management.

Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges?

On this course, you’ll explore how technology has changed the way we invest money. You’ll consider the evolution of AI-driven online wealth management platforms, robo-advisors, and learn how they work and why they’re successful.

Read more

Explore the evolution of AI investing and online wealth management.

Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges?

On this course, you’ll explore how technology has changed the way we invest money. You’ll consider the evolution of AI-driven online wealth management platforms, robo-advisors, and learn how they work and why they’re successful.

Moving from human-based data-driven investing strategies to neural networks, you’ll assess the ability of artificial intelligence to make investment decisions and discover the role of AI and machine learning in making trading decisions.

Enroll now

Here's a deal for you

Save money when you learn with a deal that may be relevant to this course.
All coupon codes, vouchers, and discounts are applied automatically unless otherwise noted.
Valid until March 12, 2027
Save 40% Off 3 Months
Access thousands of top-rated learning programs with a Coursera Plus monthly subscription and take 40% off 3 months for a limited time.
Take
40%
off
Get offer

What's inside

Syllabus

Introduction
Robo Advising
Stock Selection & Asset Management
Read more

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Examines the evolution of AI investing and online wealth management, making the course highly relevant to the finance industry
Taught by Andrew Wu and Robert Dittmar, who are well-respected in the AI investing field
Provides a comprehensive overview of AI-driven investment strategies and platforms
Develops skills in assessing the role of AI and machine learning in trading decisions, making the course relevant to AI practitioners
Utilizes a multi-modal approach with videos, readings, and discussions, enhancing the learning experience

Save this course

Create your own learning path. Save this course to your list so you can find it easily later.
Save

Reviews summary

Overview of ai in investment tech

According to learners, this course provides a positive overview of AI in investment technology. Students appreciated the coverage of topics like robo-advising and the use of big data in finance. Some found the lectures clear and the structure easy to follow. However, some reviewers felt the course lacked sufficient technical depth and assumed a certain level of prior knowledge in finance or AI. There were also comments suggesting the need for more hands-on examples or updated content to reflect the rapid changes in the field. Overall, it is seen as a solid introduction but may require supplementary learning for deeper technical understanding or practical application.
Some parts could benefit from updates.
"The field changes quickly; some examples felt slightly dated."
"Wish they would update the content regularly to reflect new developments."
"Still provides a solid foundation, but be aware the tech moves fast."
Modules are well-organized and easy to follow.
"The course structure was logical, breaking down complex ideas into manageable chunks."
"Each module built nicely upon the previous one."
"Found the lectures concise and to the point."
Provides valuable insights into AI in finance.
"Helped me understand how AI is being applied in the finance industry today."
"Gave me a great overview of robo-advisors and algorithmic trading concepts."
"Relevant for anyone working in or interested in the fintech space."
More theoretical overview than practical application.
"Felt more like a high-level survey rather than a practical guide."
"Would have liked more hands-on coding examples or case studies."
"Good for understanding the concepts, but not how to implement them."
May require prior knowledge or supplemental study.
"Didn't go deep enough into the actual AI/ML techniques used."
"Assumes you already know some finance or data science concepts."
"Needed to look up additional resources to fully grasp the technical details mentioned."
"Could use more in-depth coverage on complex topics."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Innovations in Investment Technology: Artificial Intelligence with these activities:
Review basic concepts of AI
Review basic concepts of AI to strengthen your foundation and enhance your understanding of the course material.
Browse courses on Artificial Intelligence
Show steps
  • Read introductory articles or blog posts about AI.
  • Watch online videos or tutorials on the fundamentals of AI.
  • Take a refresher course or workshop on AI concepts.
Review Python programming
Review Python fundamentals to ensure a solid foundation for understanding AI investing and online wealth management.
Browse courses on Python
Show steps
  • Go through online tutorials on Python basics
  • Practice writing simple Python programs
Review investment concepts
Refresh your understanding of investment concepts to provide context for AI investing.
Browse courses on Investing
Show steps
  • Read articles and books on investing
  • Take an online course on investing basics
11 other activities
Expand to see all activities and additional details
Show all 14 activities
Attend a webinar on AI investing
Gain insights and connect with professionals in the field of AI investing.
Show steps
  • Find a webinar on AI investing that aligns with interests
  • Register and attend the webinar
Explore online resources for AI investing
Explore online resources to gain practical insights into AI investing and online wealth management strategies.
Show steps
  • Identify reputable websites, blogs, or online courses that offer tutorials on AI investing.
  • Follow step-by-step guides on how to use AI-driven platforms for wealth management.
  • Watch video demonstrations of AI investing tools and strategies.
Analyze investment data using Python
Practice using Python to analyze investment data, reinforcing skills in data analysis and Python programming.
Browse courses on Data Analysis
Show steps
  • Find a dataset on investment performance
  • Load the data into Python
  • Perform exploratory data analysis
Discuss AI investing strategies with peers
Engage in discussions with peers to exchange ideas and perspectives on AI investing strategies and best practices.
Show steps
  • Join online forums or discussion groups dedicated to AI investing.
  • Participate in webinars or virtual meetups to connect with other investors.
  • Share your own experiences and insights, and learn from the experiences of others.
Attend an AI investing workshop
Attend an AI investing workshop to gain hands-on experience and learn from industry experts.
Show steps
  • Identify and register for reputable AI investing workshops.
  • Attend the workshop and actively participate in discussions and activities.
  • Network with other attendees and industry professionals.
Compose a blog post on AI investing insights
Create a blog post to share your insights and analysis on AI investing trends and strategies, deepening your understanding of the subject matter.
Show steps
  • Identify a specific topic or aspect of AI investing that you want to cover.
  • Research and gather data to support your insights.
  • Write a well-structured and informative blog post.
Analyze historical AI investing data
Practice analyzing historical AI investing data to develop a deeper understanding of market trends and investment patterns.
Show steps
  • Gather historical data on AI investing performance from reputable sources.
  • Use statistical tools or spreadsheets to analyze the data and identify patterns.
  • Draw insights and conclusions based on your analysis.
Create a Robo-advisor using Python
Build a simple Robo-advisor using Python to apply knowledge of AI investing and online wealth management.
Show steps
  • Find a tutorial on building a Robo-advisor
  • Follow the tutorial to create the Robo-advisor
  • Test the Robo-advisor with different investment scenarios
Create a simulated AI investing portfolio
Create a simulated AI investing portfolio to apply your knowledge and gain practical experience in making AI-driven investment decisions.
Show steps
  • Choose a simulated trading platform that supports AI-driven investing.
  • Set up your portfolio and define your investment goals and risk tolerance.
  • Use AI tools or algorithms to analyze market data and make investment decisions.
Develop a financial plan using AI investing
Use AI investing principles to create a comprehensive financial plan, applying knowledge from the course.
Browse courses on Financial Planning
Show steps
  • Gather personal financial data
  • Identify financial goals
  • Develop investment strategy using AI investing techniques
Develop an AI investing investment plan
Create an AI investing investment plan to apply your knowledge and skills to develop a comprehensive strategy for your own financial future.
Show steps
  • Define your investment goals, risk tolerance, and time horizon.
  • Research and select AI-driven investment platforms and strategies.
  • Create a detailed investment plan outlining your asset allocation, diversification strategies, and risk management approach.

Career center

Learners who complete Innovations in Investment Technology: Artificial Intelligence will develop knowledge and skills that may be useful to these careers:
Robo-Advisor
Robo-Advisors design, develop, and implement investment strategies for their clients using computerized algorithms. This course will help Robo-Advisors stay abreast of the latest trends in technology and algorithmic investing and will help them to better understand the underlying fundamental principles of these technologies.
See salaries and explore the career path for Robo-Advisor
Algorithmic Trader
Algorithmic Traders develop and implement trading algorithms for use in the financial sector. This course will help Algorithmic Traders stay abreast of the latest trends in technology and algorithmic investing and will help them to better understand the underlying fundamental principles of these technologies.
See salaries and explore the career path for Algorithmic Trader
Machine Learning Engineer
Machine Learning Engineers build and maintain the machine learning models that power many of today's technologies. This course will help Machine Learning Engineers in the finance sector verstehen the specific applications of machine learning in investing and managing wealth.
See salaries and explore the career path for Machine Learning Engineer
Product Manager
Product Managers work at technology companies to develop, launch, and market products. As AI increasingly shapes the financial industry, it is important for Product Managers to understand its applications and impacts. This course will help Product Managers in the financial technology sector understand how AI is used for investing and managing wealth.
See salaries and explore the career path for Product Manager
Data Scientist
As Data Scientists grow to be more influential in business, they are increasingly being asked to contribute on business problems and strategy. Data Scientists should take this course to build a strong foundation in how AI and machine learning are reshaping the investment industry.
See salaries and explore the career path for Data Scientist
Investment Analyst
Investment Analysts provide research and investment recommendations to asset managers. Those interested in pursuing this role will benefit from taking this course to develop an algorithmic approach to asset management. The course's exploration of neural networks and AI-driven decision making will be particularly valuable.
See salaries and explore the career path for Investment Analyst
Software Developer
Software Developers build online platforms and mobile applications, and work directly with customers and business managers to understand their software needs. This course will help Software Developers understand AI investing and the latest wealth management technologies, which are increasingly important areas of growth for the technology industry.
See salaries and explore the career path for Software Developer
Hedge Fund Manager
Hedge Fund Managers manage investment funds that use advanced investment strategies to generate high returns. This course may be useful for Hedge Fund Managers who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Hedge Fund Manager
Portfolio Manager
Portfolio Managers manage investment portfolios for individuals and institutions. This course may be useful for Portfolio Managers who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Portfolio Manager
Venture Capitalist
Venture Capitalists invest in early-stage companies with high growth potential. This course may be useful for Venture Capitalists who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Venture Capitalist
Risk Manager
Risk Managers identify and manage financial risks for companies and institutions. This course may be useful for Risk Managers who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Risk Manager
Quantitative Analyst
Quantitative Analysts create mathematical models and trading strategies for use in the financial sector. This course may be useful for Quantitative Analysts who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Quantitative Analyst
Investment Banker
Investment Bankers help companies raise capital and provide financial advice on mergers and acquisitions. This course may be useful for Investment Bankers who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Investment Banker
Financial Analyst
Financial Analysts provide research and investment recommendations to asset managers. This course may be useful for Financial Analysts who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Financial Analyst
Financial Advisor
Financial Advisors provide comprehensive financial advice to individual and institutional clients. This course may be useful for Financial Advisors who wish to grow their knowledge of technology and algorithmic investing.
See salaries and explore the career path for Financial Advisor

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Innovations in Investment Technology: Artificial Intelligence.
Cover image
Asset Management: Tools And Issues
Save
Covers the practical aspects of machine learning, providing a detailed explanation of the key models and algorithms applied to financial analysis and prediction.
Asset Management: Tools and Issues
Hardcover
$$$$
Cover image
Quantum Machine Learning and Optimisation in Finance
Save
Is commonly used as a textbook for courses on machine learning in finance.
Quantum Machine Learning and Optimisation in...
Kindle Edition
$$
Cover image
Machine Learning for Business Analytics
Save
Provides a broad overview of data mining techniques and applications in business and finance.
Machine Learning for Business Analytics: Concepts,...
Hardcover
$$$$
Machine Learning for Business Analytics: Concepts,...
Kindle Edition
$$$$
Cover image
Machine Learning in Action
Save
Is commonly used as a textbook for introductory courses on machine learning.
Machine Learning in Action
Paperback
$$
(中文) 机器学习实战 (图灵程序设计丛书 72) (Chinese Edition)
Kindle Edition
$
Cover image
Deep Learning
Save
Is an authoritative reference on deep learning, providing a comprehensive overview of the field.
Deep Learning
Paperback
$$$
Deep Learning (Adaptive Computation and Machine...
Hardcover
$$$
Deep Learning (Adaptive Computation and Machine...
Kindle Edition
$$$
Cover image
Probabilistic Machine Learning
Save
Provides a probabilistic perspective on machine learning, providing a comprehensive overview of the field.
Probabilistic Machine Learning: Advanced Topics...
Hardcover
$$$$

Share

Help others find this course page by sharing it with your friends and followers:
Facebook
LinkedIn
Reddit
X
Link
Email

Similar courses

Here are nine courses similar to Innovations in Investment Technology: Artificial Intelligence.
Teaching Impacts of Technology: Data Collection, Use, and...
Most relevant
Teaching Impacts of Technology: Workplace of the Future
Most relevant
Problem Solving, Python Programming, and Video Games
Most relevant
Avatar Psychology for Designers
Most relevant
AI For Everyone
Most relevant
Build a website using Wix Artificial Design Intelligence
Most relevant
Synapses, Neurons and Brains
Most relevant
Microsoft Azure Management Tools and Security Solutions
Most relevant
Guided Tour of Machine Learning in Finance
Most relevant

Coursera Buyer Protection & Guarantee

Verified partner policies & purchase protections

Accredited University Partner
Free Trial & Audit

7-Day Free Trial & Free Audit

7-day free trial on monthly Coursera Plus subscriptions; free audit option available on most individual courses to explore video lectures and readings at no charge.

Return & Refund Policy

14-Day Refund Guarantee

14-day refund window on annual Coursera Plus subscriptions and single-course purchases prior to certificate issuance. Monthly subscriptions do not offer refunds once billed.

Buyer Protections

Verified Academic & Industry Partner

Accredited university and industry certifications (e.g. Stanford, Google, IBM, Yale), secure SSL payment processing, and verifiable digital certificate links.

Key Purchase Protections
14-day refund window on annual Coursera Plus and single courses
7-day free trial on monthly Coursera Plus subscriptions
Free course audit option for lectures and readings
Verified certificates from top universities & companies
OpenCourser Verified Partner Policy details last reviewed: 2026-10-22
Course image
Level
Introductory
Via
Coursera
Institution
University of Michigan
Instructors
Andrew Wu
Robert Dittmar
Language
English
Transcripts
Español Français Português Deutsch Italiano 中文 العربية 한국어 日本語 हिंदी Nederlands Svenska Pусский Türkçe Polski Ελληνικά українська мова magyar nyelv Bahasa Indonesia ไทย қазақша اُردُو, فارسی বাংলা tiếng Việt پښتو آذربایجان دیلی
This course belongs to a collection called Financial Technology (Fintech) Innovations. It's comprised of four courses:
  1. Raising Capital: Credit Tech, Coin Offerings, and Crowdfunding
  2. Blockchain and Cryptocurrency Explained
  3. The Future of Payment Technologies
  4. Innovations in Investment Technology: Artificial Intelligence (viewing)
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Examines the evolution of AI investing and online wealth management, making the course highly relevant to the finance industry
Taught by Andrew Wu and Robert Dittmar, who are well-respected in the AI investing field
Provides a comprehensive overview of AI-driven investment strategies and platforms
Develops skills in assessing the role of AI and machine learning in trading decisions, making the course relevant to AI practitioners
Utilizes a multi-modal approach with videos, readings, and discussions, enhancing the learning experience
Share this
Share to help others discover this course.
Facebook LinkedIn X Reddit Link Email
Begin learning today
Enroll now to gain full access to Innovations in Investment Technology.
Enroll now
Save for later
Add this course to your list. Find it anytime.
Save
Our mission

OpenCourser helps millions of learners each year. People visit us to learn workspace skills, ace their exams, and nurture their curiosity.

Our extensive catalog contains over 50,000 courses and twice as many books. Browse by search, by topic, or even by career interests. We'll match you to the right resources quickly.

Find this site helpful? Tell a friend about us.

Affiliate disclosure

We're supported by our community of learners. When you purchase or subscribe to courses and programs or purchase books, we may earn a commission from our partners.

Your purchases help us maintain our catalog and keep our servers humming without ads.

Thank you for supporting OpenCourser.

© 2016 - 2025 OpenCourser