AI Prompting for Financial Analysis
Master a structured framework for using AI in financial analysis without compromising professional judgment. In this advanced, practical course, finance professionals use CAP-AJ to interrogate a realistic income statement, challenge AI-generated insights, and make defensible accept, adjust, question, or flag/reject decisions.
8500,00 LE
8500.0
EGP
8500,00 LE
| Responsável | Rehaf Foula |
|---|---|
| Última Atualização | 24/10/2026 |
| Membros | 1 |
Avançado
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MODULE 1 - Introduction5Aulas ·
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Lesson 1.1 Course PreviewNovo
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Lesson 1.2 Getting StartedNovo
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Lesson 1.3 IntroductionNovo 10 xp
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Lesson 1.4 Downloadable MaterialsNovo
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Lesson 1.5 Learning ObjectivesNovo
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MODULE 2 - AI Prompting for Financial Analysts6Aulas ·
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Lesson 2.1 Making Assumptions ExplicitNovo
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Lesson 2.2 Constructing Your PromptNovo 10 xp
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Lesson 2.3 The CAP-AJ FrameworkNovo 10 xp
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Lesson 2.4 Completing the Revenue AnalysisNovo 10 xp
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Lesson 2.5 Using CAP-AJNovo
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Lesson 2.6 Interactive Exercise 1 (quiz)Novo 10 xp
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MODULE 3 - Case Study: Applying CAP-AJ3Aulas ·
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Lesson 3.1 Case Study Applying CAP-AJNovo 10 xp
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Lesson 3.2 Case Study DebriefNovo
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Lesson 3.3 Interactive Exercise 2 (quiz)Novo 10 xp
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MODULE 4 - Conclusion1Aulas ·
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Lesson 4.1 Conclusion and key takeawaysNovo
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MODULE 5 - Qualified Assessment1Aulas ·
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Lesson 5.1 Final Qualified AssessmentNovo 10 xp
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Course Objectives
- Analyze reported financial figures to surface implicit assumptions that must be tested before relying on AI-supported analysis.
- Apply the CAP-AJ structured prompting framework to evaluate and challenge AI-generated insights.
- Decide which AI output to accept, accept with adjustment, question, or flag/reject for follow-up.
Skills and Knowledge
CAP-AJ prompting · Assumption testing · Revenue analysis · Earnings quality · AI output evaluation · Professional judgment
Level: Advanced (Level 3) · Duration: approx. 1 hour · Prerequisites: accounting fundamentals and financial modeling.
Designed for: financial analysts, FP&A professionals, equity researchers, credit analysts, accountants, and corporate development professionals.