Learning path
Learning AI as an Investment Banker
Investment bankers spend hours drafting, checking and explaining. This path shows how to use AI for the writing and organizing so you can focus on judgment, numbers and clients.
Your path
First steps
- Step 1Answer the setup questionsYour job, tasks and AI, so everything fits.
- Step 2Connect your AI: get an expert co-worker for your jobAdd one link to the ChatGPT, Claude or Grok you already use. From then on your own AI knows your work as an investment banker, and helps like an expert sitting next to you.
- Your daily brief, inside your AI. Just type "Good morning" for the AI news and tools that matter for investment bankers, picked from everything that came out yesterday.
- New ideas every day, each with the prompt to do it, plus a short lesson in the right order for your level.
- Nothing to install, nothing to learn. Connect once and keep working the way you do now. It stays up to date by itself.
- Step 3Give your AI the skills of a top investment bankerYour AI becomes a specialist in your job: it picks the right skill by itself, the moment you need it.
- 6,000+ ready-made skills, with the ones for investment bankers picked for you: reports, analysis, emails, planning and more, done the expert way.
- 4,000+ MCP services that link your AI to the apps you already use, like your calendar, email, CRM or spreadsheets, so it can look things up and get work done there too.
- Build your own apps without coding. Your AI builds tools for your business from 2,000+ step-by-step app plans, so you stop paying for apps you could own.
- Always the newest. New skills and services are added every week and arrive in your AI by themselves.
- Skills picked for investment bankers: m a deal support assistantm a strategy advisorcfo investment research analystvp m a deal supportexecutive decision memofinance lead deal strategistdeal room risk analystfinancial analyst
Take the prompt courses
A short framework course to learn how to ask, then 8 lessons with ready-to-use prompts for investment bankers.
Start with this framework: how to talk to AI
Prompt framework course
SCQA Prompt Framework: Briefs and Memos the Boss Reads
As an investment banker, SCQA helps you write merger memos for the managing director by framing situation, complication, question, answer.
Then your prompt course for investment bankers
Prompt course
AI for Investment Bankers (Prompt Course)
Watch the video courses or add them to your Favorites for later
102 video courses our AI picked for investment bankers, most useful first. Save the ones you want to watch later with the heart.
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Show all 102 video courses
Get certified, or add certifications to your Favorites
Every course ends in an exam and a certificate you can add to LinkedIn. Save the certifications you are aiming for with the heart.
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More certifications for investment bankersShow all 24 certifications
About this learning path
6 topicsAI for investment bankers: faster drafts, sharper deals
Investment banking runs on documents, numbers and trust. You already have the judgment. AI can take the blank page and the busywork off your desk.
This path is built for your job, not a general audience. It starts with simple setup questions, then shows you how to connect your AI, load it with the skills of an investment banker, and use a prompt course made for live deals.
Why AI matters now
Deal timelines are tight and documents are long. Clients expect fast answers and clean materials. AI helps you draft, check and explain without losing the banker's eye for what matters.
The tools are already in the room. The question is whether you use them to buy back hours or let the work pile up.
What the path includes
You begin with setup questions that tune the AI to your firm and your deals. Then you connect your AI to the tools you already use. You add job-specific skills, take this prompt course, and watch short video courses chosen for investment banking. Each video course comes with its certification, so you can show what you learned.
The path is not a pile of theory. Every step is meant to be used on a live task, from a pitch book to a pipeline snapshot.
How it saves time
The prompts in this path cover pitch books, models, valuation, diligence, deal terms, negotiation prep, client updates and pipeline snapshots. Instead of starting from a blank page, you start from a draft you can edit.
You still do the thinking. AI does the sorting, formatting and first pass. That is where the hours come back.
How it protects your career
Bankers who can use AI well become more valuable, not less. You learn to keep sensitive data safe, check every number, and explain your work clearly. That combination is hard to replace.
The path also helps you stay current as your firm adopts new tools. You are not chasing the technology. You are using it on purpose.
How to start
Start with the setup questions. They take a few minutes and make everything else work better. Then connect your AI and begin the prompt course. Pick one lesson, try it on a live task, and keep what works.
You do not need to finish everything in a day. One prompt at a time is enough.
Frequently asked questions
Do I need to be technical?
No. The path assumes you are comfortable with documents, numbers and email. If you can write a deal update, you can use these prompts. The setup questions walk you through the rest.Will AI replace my judgment?
No. AI gives you drafts, comparisons and checklists. You decide what is right, what is risky and what to send. The path teaches you to keep your judgment in charge.Is my deal data safe?
You will learn how to keep client names, figures and terms out of public tools unless your firm approves them. The safety lesson covers what to share, what to mask and when to use a private workspace.How long does the path take?
Most people move through it in short sessions over a few weeks. You can go faster or slower. The video courses are short and the prompt lessons are built for real deal work.