Leveraging AI in Financial Education

Transforming Challenges into Sustainable Opportunities in Investments and Robo-Advisory Platforms using Agile Framework

Abstract

This presentation explores innovative applications of artificial intelligence in financial education, focusing on how AI technologies can transform challenges into sustainable opportunities in investment education and robo-advisory platforms. Using an agile framework, the session examines how educators and financial institutions can leverage AI to enhance financial literacy, democratize investment knowledge, and develop more accessible advisory services. The presentation will address implementation strategies, ethical considerations, and the evolving role of human educators in an increasingly AI-augmented financial landscape.