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This paper explores integrating foundational problem-solving skills with generative AI tools to enhance investment and financial planning decision-making. It emphasizes the necessity of mathematics, logic, algorithms, and programming as essential disciplines for building a robust analytical framework. Generative AI, such as ChatGPT, offers personalized assistance and creative insights, complementing traditional methods. Through real-world examples like retirement savings, investment growth, and mortgage planning, the study illustrates how these elements converge to address complex challenges. By balancing AI with core competencies, this paper advocates equipping individuals with the tools to navigate a technology-driven world effectively.

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Integrating Generative AI and Foundational Skills for Investment and Financial Decision-Making

  • 会议论文

  • 发表日期：

    2025年

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  • Weizheng Gao,
  • Shanzhen Gao

摘要

This paper explores integrating foundational problem-solving skills with generative AI tools to enhance investment and financial planning decision-making. It emphasizes the necessity of mathematics, logic, algorithms, and programming as essential disciplines for building a robust analytical framework. Generative AI, such as ChatGPT, offers personalized assistance and creative insights, complementing traditional methods. Through real-world examples like retirement savings, investment growth, and mortgage planning, the study illustrates how these elements converge to address complex challenges. By balancing AI with core competencies, this paper advocates equipping individuals with the tools to navigate a technology-driven world effectively.