This unit introduces students to core concepts at the intersection of artificial intelligence and personal/institutional investing, including AI types, conversational agents (e.g., ChatGPT), prompt techniques, and common AI inputs/outputs. It also covers foundational investment vehicles and planning topics—small-cap stocks, ETFs, mutual funds, robo-advisors, bonds, real estate, commodities, cryptocurrencies, taxes, retirement, and basic financial planning—preparing learners to responsibly use AI tools for research and to advance into applied portfolio and risk-management units.
Learning Objectives
- Analyze differences between text-based and other AI systems and assess appropriate uses and limitations of each for investment research and decision support
- Apply prompt-engineering techniques and verification strategies to elicit, corroborate, and document investment information from chatbots and AI tools while identifying potential inaccuracies or errors
- Evaluate and compare investment vehicles (small-cap stocks, ETFs, mutual funds, bonds, precious metals, commodities, cryptocurrencies, real estate, and robo-advisors) using fundamental and technical analysis concepts and market-cap considerations
- Demonstrate development of a basic personal financial plan that incorporates retirement and tax treatment considerations and identifies AI and online resources for ongoing portfolio construction and investor education
Curriculum
- 1 Section
- 34 Lessons
- 30 hours
Expand all sectionsCollapse all sections
- Unit 1 — Foundations of AI Investing34
- 1.1First Things First: What Is AI?20 mins
- 1.2Acquainting Yourself with ChatGPT20 mins
- 1.3First Things First: Text-to-Text with Chatbots20 mins
- 1.4Getting a Sense of AI’s Place in the Big Picture20 mins
- 1.5Beginning with the Basics of Small-Cap Stocks20 mins
- 1.6Comparing ETFs and Mutual Funds20 mins
- 1.7Defining What a Robo-Advisor Does20 mins
- 1.8Fundamental Analysis20 mins
- 1.9Understanding Investing versus Speculating20 mins
- 1.10Bonds and Bank Investments20 mins
- 1.11Knowing Whether You Have What It Takes to Be a Real Estate Investor20 mins
- 1.12Understanding the Benefits of Having Your Own Business20 mins
- 1.13Gross Domestic Product (GDP)20 mins
- 1.14Walking through the Steps of Financial Planning20 mins
- 1.15Digging into Retirement Planning20 mins
- 1.16Reviewing the Tax Treatment of Different Investments20 mins
- 1.17Inaccuracy and Errors20 mins
- 1.18Simple Questions20 mins
- 1.19OpenAI.com20 mins
- 1.20Focusing on Fundamentals20 mins
- 1.21Beginners’ Tutorials and Courses on AI20 mins
- 1.22Investing AI Tools20 mins
- 1.23General Investing Sites20 mins
- 1.24Distinguishing the Two Types of AI20 mins
- 1.25It’s All About the Prompt20 mins
- 1.26Other AI Inputs and Outputs20 mins
- 1.27Understanding Market Capitalization Basics20 mins
- 1.28Finding AI-Related Small-Cap Stocks20 mins
- 1.29Looking at the Pros and Cons of ETFs and Mutual Funds with AI’s Help20 mins
- 1.30Debating the Pros and Cons of Robo-Advisors20 mins
- 1.31Technical Analysis20 mins
- 1.32Comparing the Risks of Precious Metals and Commodities20 mins
- 1.33Cryptocurrencies20 mins
- 1.34Noting Two Major Real Estate Considerations20 mins
Instructor
Free
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