What's New at CFI | AI Prompting for Financial Analysis

About this episode

This episode discusses the new AI Prompting for Financial Analysis practice lab and its implications for finance professionals.

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…

People in this episode

Host: Meeyeon

Guest: Ryan Spendelow

Topics covered

• AI in finance
• financial analysis
• prompting skills
• FP&A
• investment banking
• financial modeling

Keywords

• AI tools
• financial analysis
• prompting skills
• CAP-AJ framework
• productivity
• financial modeling
• investment banking

Mentioned in this episode

Organizations: Corporate Finance Institute

Products: ChatGPT

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