This unit applies AI tools and research techniques to evaluate a range of investment vehicles and practical investor decisions, including AI-focused equities, ETFs, mutual funds, REITs, commodities, IPOs, and robo-advisors. Students build on foundational concepts to use AI for screening, analysis, tax and retirement planning, risk management, and professional networking while considering ethical and systemic impacts of AI on investing.
Learning Objectives
- Analyze AI-focused and traditional investment vehicles (large-cap and small-cap stocks, IPOs, ETFs, mutual funds, REITs, and commodities) using AI-driven research to compare risk, return, liquidity, and dividend characteristics.
- Evaluate and apply AI-enabled tools and services (chatbot alternatives, robo-advisors, screening algorithms, YouTube/e-zines, LinkedIn groups, and investor organizations) to develop diversified investment recommendations and portfolio monitoring workflows.
- Demonstrate accurate use of financial formulas, leading economic indicators, interest rate impacts, and tax-advantaged retirement account rules to model investment outcomes with AI-assisted calculations.
- Assess ethical, career, and risk-management issues related to AI in investing—including job displacement, overreliance on technology, tax tactics, and hedging strategies for small caps and IPOs—and recommend safeguards for investor decision making.
Curriculum
- 1 Section
- 34 Lessons
- 30 hours
Expand all sectionsCollapse all sections
- Unit 3 — AI Investment Vehicles & Strategies34
- 1.1Looking at ChatGPT Alternatives20 mins
- 1.2Checking Out the Pros and Cons of AI Stocks for Investors20 mins
- 1.3Introducing IPOs20 mins
- 1.4Researching ETFs with AI20 mins
- 1.5The Bottom Line: Choosing a Human Advisor or a Robo-Advisor20 mins
- 1.6Considering Commodities20 mins
- 1.7Investing Indirectly in Real Estate20 mins
- 1.8Using AI to Boost Your Career20 mins
- 1.9Interest Rates20 mins
- 1.10Getting Tax Benefits with Retirement Accounts20 mins
- 1.11Job Displacement20 mins
- 1.12Formulas20 mins
- 1.13YouTube AI Channels20 mins
- 1.14Investing in Healthcare20 mins
- 1.15AI News and Views20 mins
- 1.16Robo-Advisors20 mins
- 1.17LinkedIn Groups20 mins
- 1.18Looking at Your Total Financial Picture with AI20 mins
- 1.19The Indirect Way to AI Profits: Investing in Impacted Companies20 mins
- 1.20Surveying Safety and Hedging Strategies for Small Caps and IPOs20 mins
- 1.21Focusing on AI-Related Mutual Funds20 mins
- 1.22Listing a Few Top Robo-Advisors20 mins
- 1.23Trying Real Estate Investment Trusts20 mins
- 1.24Leading Economic Indicators (LEI)20 mins
- 1.25Checking Out AI Tax Tactics and Strategies20 mins
- 1.26Overreliance on Technology20 mins
- 1.27Lists20 mins
- 1.28LinkedIn20 mins
- 1.29Considering Dividends20 mins
- 1.30AI E-Zines20 mins
- 1.31ChatGPT Alternatives20 mins
- 1.32Investor Clubs and Organizations20 mins
- 1.33Getting Smart about AI20 mins
- 1.34Using AI to Analyze Large-Cap Stocks20 mins
Instructor
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