Module 1: Using AI to Gain Knowledge & Find Information

Learn to use AI as your research partner. Master the art of having a deep, focused conversation with AI on any topic — accounting standards, regulations, concepts, or anything else you need to understand fast. Build a dedicated research agent for your portfolio.

Modules

1. Context / Theory — What AI is good at when it comes to information. How AI research compares to Google — and why the difference matters.
2. Now To Do — Hands-on steps. Pick a topic, open an AI tool, and have a real research conversation — starting broad and going deep.
3. Application — Real finance scenarios where AI research saves time — from meeting prep to regulatory updates to audit preparation.
4. Bonus: Going Deeper — Optional. Build a dedicated research agent in ChatGPT, Claude, Grok, or AI Gym and add it to your training portfolio.
5. AI Terms — Key terms introduced in this module, explained in plain language.