Episode Details

In this episode of What’s New at CFI, we introduce our latest practice lab: AI Prompting for Financial Analysis, designed to help finance professionals use AI tools like ChatGPT more effectively, accurately, and responsibly.

Hosted by Meeyeon (VP of Content & Training) and featuring Ryan Spendelow (VP of Content & Curriculum at CFI), this episode explores how AI is transforming finance workflows across FP&A, investment banking, and financial analysis, and why prompting skills are quickly becoming essential for modern analysts.

But here’s the key insight: AI isn’t the advantage. How you use AI is.

What you’ll learn in this episode:

• What the AI Prompting for Financial Analysis practice lab covers
• Why weak prompts lead to flawed financial analysis and poor decisions
• How to use AI as a thinking partner, not a shortcut
• The CAP-AJ framework (Context, Assumption, Prompt, Assess, Judge) and how it structures AI-driven analysis
• Real examples of how AI can be used in financial modeling, FP&A, and investment banking workflows
• The biggest mindset shift analysts need when using AI tools
• Why core finance skills (accounting, valuation, modeling) are still critical in an AI-driven world

This short, hands-on lab (≈1 hour) is built to help you:

• Improve productivity with AI
• Write better prompts for financial analysis
• Stress test assumptions using AI tools
• Apply professional judgment to AI-generated outputs
• Avoid common mistakes analysts make when using AI

Whether you’re a financial analyst, FP&A professional, investment banker, or finance student, this course is designed to help you stay relevant as AI becomes embedded in everyday finance workflows.