In this episode of What’s New at CFI, Meeyeon sits down with Ryan Spendelow, VP of Content and Curriculum, to break down CFI’s latest practice lab: AI Prompting for Financial Analysis. This short, focused course is designed to help finance professionals use AI more effectively in real-world workflows, from research and analysis to building presentations.
The key challenge is not the AI tool itself. It is how analysts use it. AI can generate confident answers even when prompts are vague or assumptions are weak, which creates real risk in financial analysis. This episode explores how poor prompting can lead to flawed insights, bad decisions, and costly outcomes, and how to avoid those pitfalls.
At the center of the discussion is CFI’s CAP-AJ framework, which stands for Context, Assumption, Prompt, Assess, and Judge. This structured approach helps analysts think critically before using AI, design better prompts, evaluate outputs, and apply professional judgment to every result. The goal is simple. Keep the analyst in control while using AI as a thinking partner, not a replacement.
You will also hear how this framework applies across different areas of finance, including FP&A, investment banking, and capital markets. The practice lab uses real financial scenarios to teach how to identify assumptions behind numbers, stress test them with AI, and improve the quality of analysis.
A major takeaway from this episode is the mindset shift required when using AI. Strong analysts do not rush to answers. They ask better questions first. AI can enhance productivity and surface insights, but it cannot replace core finance skills like financial modeling, valuation, and critical thinking.
If you want to improve how you use AI in finance, build better prompts, and strengthen your analytical thinking, this episode is a great place to start.