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
| Sorumlu | Rehaf Foula |
|---|---|
| Son Güncelleme | 24.10.2026 |
| Üyeler | 1 |
Gelişmiş
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MODULE 1 - Introduction5Dersler ·
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Lesson 1.1 Course PreviewYeni
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Lesson 1.2 Getting StartedYeni
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Lesson 1.3 IntroductionYeni 10 xp
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Lesson 1.4 Downloadable MaterialsYeni
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Lesson 1.5 Learning ObjectivesYeni
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MODULE 2 - AI Prompting for Financial Analysts6Dersler ·
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Lesson 2.1 Making Assumptions ExplicitYeni
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Lesson 2.2 Constructing Your PromptYeni 10 xp
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Lesson 2.3 The CAP-AJ FrameworkYeni 10 xp
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Lesson 2.4 Completing the Revenue AnalysisYeni 10 xp
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Lesson 2.5 Using CAP-AJYeni
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Lesson 2.6 Interactive Exercise 1 (quiz)Yeni 10 xp
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MODULE 3 - Case Study: Applying CAP-AJ3Dersler ·
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Lesson 3.1 Case Study Applying CAP-AJYeni 10 xp
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Lesson 3.2 Case Study DebriefYeni
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Lesson 3.3 Interactive Exercise 2 (quiz)Yeni 10 xp
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MODULE 4 - Conclusion1Dersler ·
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Lesson 4.1 Conclusion and key takeawaysYeni
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MODULE 5 - Qualified Assessment1Dersler ·
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Lesson 5.1 Final Qualified AssessmentYeni 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.