Casder Institute Integrates AI System into Teaching for the First Time, Paving the Way for Intelligent Upgrades

In September 2019, Casder Institute announced the first integration of an artificial intelligence (AI) system into its curriculum, marking a significant step towards the intelligent upgrade of this wealth education and knowledge transmission-focused institution. This initiative is not only a breakthrough in teaching methods but also a forward-looking response to future trends in financial education. In a market environment characterized by rapid changes and increasingly diverse investor needs, Casder aims to leverage technology to help students better understand asset allocation logic and grasp the dynamic patterns of multi-market investment.

Casder Institute Integrates AI System into Teaching for the First Time, Paving the Way for Intelligent Upgrades

The Vanguard AI 1.0 system introduced is the first operational version since Casder initiated prototype development in 2018. Unlike traditional educational tools, Vanguard AI 1.0 is centered on strategy backtesting and factor modeling, enabling real-time demonstrations of investment strategy performance under different market conditions during lessons. When studying traditional assets such as stocks, bonds, and options, students no longer rely solely on case studies or instructor explanations but can use the system to simulate portfolio performance in real time. This intuitive learning approach makes complex financial theories easier to understand, helping students establish a structured cognitive framework during their cognitive training.

At this stage, Casder does not view AI as a tool to replace instructors but rather as an auxiliary and extension of the teaching process. While the system provides data and simulation results, instructors are still needed for interpretation and correction. This design retains the advantages of human instructors in terms of experience and judgment while allowing students to experience a broader range of market possibilities beyond real-world cases. Through this “AI suggestions + instructor review” mechanism, students come to understand that investment is not just a numbers game but involves the underlying logic and risk awareness of strategies.

The global market turmoil of 2019 provided a real-world context for the first educational application of Vanguard AI. That year, the escalation of the U.S.-China trade war, the global economic slowdown, and investor uncertainty about the future set the stage for introducing the AI system. Casder’s use of AI was not just a trend-driven move but a way to offer students a clearer perspective amidst market chaos. Through backtesting models, students could observe the performance of assets under different macroeconomic conditions and learn how to identify relatively stable strategies in times of volatility. This skill development aligns with Casder’s educational core focus: helping investors acquire the long-term wisdom to navigate complex markets.

For students, this upgrade transformed their learning experience and increased classroom engagement. Many students reported that the AI system made theoretical knowledge less abstract by directly linking it to market fluctuations. Through simulated exercises, they could visually assess the trade-offs between risk and return, understanding that asset allocation is not a one-time decision but a dynamic, ongoing process of adjustment. This learning experience not only enhanced their professional skills but also bolstered their confidence in future wealth management.

From Casder’s developmental perspective, this move represents a significant attempt to combine its educational philosophy with technological innovation. Since its establishment in 2012, Casder has been committed to helping investors develop rational cognition and long-term planning through education. After years of refining its courses, the institution recognized that traditional teaching methods alone could no longer meet the increasingly complex market demands. The introduction of the AI system was a natural extension of this philosophy, transitioning teaching from “knowledge transfer” to “ability cultivation” and laying the groundwork for further intelligent upgrades.

This milestone in September 2019 signifies Casder Institute’s formal entry into a new phase of “intelligent education.” While Vanguard AI 1.0 is still in its early stages, it has already pointed the way forward for future iterations. By combining real market data, strategy backtesting, and human instructors’ experience and judgment, Casder has demonstrated a new educational model. In today’s highly uncertain global financial environment, this model represents not just a technological innovation but also a deepening of educational philosophy, signaling a vast potential for wealth education in the future.