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

负责人	Rehaf Foula
最后更新	2026/10/24
成员	1

课程
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高级

MODULE 1 - Introduction

5课程。
- Lesson 1.1 Course Preview
  
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- Lesson 1.2 Getting Started
  
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- Lesson 1.3 Introduction
  
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- Lesson 1.4 Downloadable Materials
  
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- Lesson 1.5 Learning Objectives
  
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MODULE 2 - AI Prompting for Financial Analysts

6课程。
- Lesson 2.1 Making Assumptions Explicit
  
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- Lesson 2.2 Constructing Your Prompt
  
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- Lesson 2.3 The CAP-AJ Framework
  
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- Lesson 2.4 Completing the Revenue Analysis
  
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- Lesson 2.5 Using CAP-AJ
  
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- Lesson 2.6 Interactive Exercise 1 (quiz)
  
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MODULE 3 - Case Study: Applying CAP-AJ

3课程。
- Lesson 3.1 Case Study Applying CAP-AJ
  
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- Lesson 3.2 Case Study Debrief
  
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- Lesson 3.3 Interactive Exercise 2 (quiz)
  
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MODULE 4 - Conclusion

1课程。
- Lesson 4.1 Conclusion and key takeaways
  
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MODULE 5 - Qualified Assessment

1课程。
- Lesson 5.1 Final Qualified Assessment
  
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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.