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AI Prompting for Financial Analysis

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.

8,500.00 LE
8500.0 EGP 8,500.00 LE
8,500.00 LE
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Responsible Rehaf Foula
Last Update 10/24/2026
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  • MODULE 1 - Introduction
    5Lessons ·
    • Lesson 1.1 Course Preview
      New
    • Lesson 1.2 Getting Started
      New
    • Lesson 1.3 Introduction
      New 10 xp
    • Lesson 1.4 Downloadable Materials
      New
    • Lesson 1.5 Learning Objectives
      New
  • MODULE 2 - AI Prompting for Financial Analysts
    6Lessons ·
    • Lesson 2.1 Making Assumptions Explicit
      New
    • Lesson 2.2 Constructing Your Prompt
      New 10 xp
    • Lesson 2.3 The CAP-AJ Framework
      New 10 xp
    • Lesson 2.4 Completing the Revenue Analysis
      New 10 xp
    • Lesson 2.5 Using CAP-AJ
      New
    • Lesson 2.6 Interactive Exercise 1 (quiz)
      New 10 xp
  • MODULE 3 - Case Study: Applying CAP-AJ
    3Lessons ·
    • Lesson 3.1 Case Study Applying CAP-AJ
      New 10 xp
    • Lesson 3.2 Case Study Debrief
      New
    • Lesson 3.3 Interactive Exercise 2 (quiz)
      New 10 xp
  • MODULE 4 - Conclusion
    1Lessons ·
    • Lesson 4.1 Conclusion and key takeaways
      New
  • MODULE 5 - Qualified Assessment
    1Lessons ·
    • Lesson 5.1 Final Qualified Assessment
      New 10 xp

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.