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.

Beginner

Finance

Start the path

Your path

Everything in the Investment Banker AI kit, in the order that makes sense. Members tick off each step and see their progress.

Week 1 · 15 minutes to start

Set up your AI

We guide you through each click.

Add the Investment Banker AI kit to your AIDownload it for your AI (it installs as a plugin) and follow the steps

Set-up

Optional: connect the AI CoachYour kit stays up to date by itself, plus a daily brief in your AI

AI Coach

Course: AI for Investment BankersHow to talk to AI for your job

Prompt course

Try: Pitch Book DraftingLike "Draft A Company Profile Slide"

Prompts

Try: Financial Model SupportLike "Outline A DCF Model Structure"

Prompts

Week 2

Let skills do your everyday tasks

Deal desk financial analystRuns M&A analysis end to end, so a buyer's EBITDA bridge, synergy estimate, and DCF come back in one memo.

Skill

Office company researchBuilds a diligence brief on a target's business model, competitors, and management, like a two-page profile before a first call.

Skill

Office dcf valuationBuilds a DCF from your assumptions and returns intrinsic value with sensitivity tables, like value per share at three WACC levels.

Skill

Course: SCQA Prompt Framework: Briefs and Memos the Boss ReadsPrompt framework course

Certificate

Week 3

Connect your apps and pick your AI apps

Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you.

MCP server

OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving.

MCP server

RedactableRedactable uses AI to identify and permanently remove sensitive information from documents, saving up to 98% time while ensuring data security for legal, health

AI app

PanePane is an AI spreadsheet that edits cells, writes real formulas, extracts tables from PDFs, cleans messy data and builds charts-so every change is visible, edi

AI app

Course: ChatGPT Power User Guide: Boost Productivity, Creativity & Research FastVideo course

Certificate

Week 4

Hand whole tasks to AI agents

Acquisition Diligence Request AgentA current map of which diligence requests are answered, partly answered or contradicted.

AI agent

Financial Model Formula Repair AgentA model that passes all test cases after the repair.

AI agent

Course: How to Use ChatGPT from Beginner to ProfessionalVideo course

Certificate

Week 5

Build your own tools

Due diligence document organizerKeeps every diligence request, document, and gap in one place so you can answer the buyer's checklist without a scramble.

App to build

Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.

Grok Bot

Course: Microsoft Copilot AI, Full Course For BeginnersVideo course

Certificate

Course: AI in Word, PowerPoint, Excel with Microsoft CopilotVideo course

Certificate

After that

Keep growing

AI Coach: your daily brief and weekly certificationNews, tools and one idea a day for investment bankers

AI Coach

SCQA Prompt FrameworkTake the exam and get certified

Certificate

Certification in Applying ChatGPT to Enhance Productivity, Creativity, and ResearchTake the exam and get certified

Certificate

Everything for investment bankers

All the courses, certifications, AI tools, MCP servers and apps for investment bankers, most relevant first. Open any list to see more.

About this learning path

6 topics

AI 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.

Start this path

Learn AI as an Investment Banker, step by step

$99

10 AI courses in the right order
A certificate for LinkedIn after each exam
Ready-to-use prompts for investment bankers
Plus the Investment Banker AI kit and all 700+ courses

Start the path

The Investment Banker AI kit

Every skill, prompt, AI agent and connection in the kit.

Open the AI kit →

At a glance

Type: Learning path
Level: Beginner
For: Finance
Steps: 9
Video courses: 102
AI tools: 24
MCP servers: 12
Apps to build: 3
Updated: September 26, 2026

Your learning path

The courses for your job, in the right order

Picked for your job from our 700+ courses
Every course ends in a certificate
Part of your job's AI kit, with skills and AI agents

500+ jobs · no sign-up to look

Watch, then get certifiedAn exam after every course and a certificate for LinkedIn.

Your path

Set up your AI

Let skills do your everyday tasks

Connect your apps and pick your AI apps

Hand whole tasks to AI agents

Build your own tools

Keep growing

Everything for investment bankers

Take the prompt courses

SCQA Prompt Framework: Briefs and Memos the Boss Reads

AI for Investment Bankers (Prompt Course)

Watch the video courses or add them to your Favorites for later

ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast

How to Use ChatGPT from Beginner to Professional

Microsoft Copilot AI, Full Course For Beginners

AI in Word, PowerPoint, Excel with Microsoft Copilot

How to Integrate ChatGPT into Microsoft Excel

Imrpove Your Excel Skills with ChatGPT

How to Use Microsoft Copilot in Microsoft Word!

Microsoft Copilot in Outlook & Teams

Excel Copilot Course

Stop Prompting AI Wrong: Context-First Prompt Engineering

AI Fundamentals from Google Experts | Professional Certificate

What is Generative AI and how does it work?

Excel Copilot: 20 Essential AI Features for Effortless Data Analysis & Productivity

ChatGPT Prompt Engineering: Proven Techniques for Powerful AI Results

AI-Powered Financial Modeling with ChatGPT

How to Use ChatGPTs Custom Instructions

Microsoft AI Copilot in OneDrive

Prompt Engineering Tutorial – Master ChatGPT and LLM Responses

Claude AI Tutorial for Beginners: Build Your Complete AI Workflow

Microsoft 365 Copilot Agent Builder: Create & Customize AI Agents Hands-On

Becoming an Ultimate Prompt Engineer Specialist (from Beginner to Profesional)

Understanding ChatGPT projects

Advanced Prompt Engineering for LLMs: Workflows & Templates

Google Gemini AI Free Course: Setup, Prompts, Tools & Gems

Claude Cowork 101: Setup, Connectors & Automation (Free)

GPT-5 Features Made Simple: Complete Beginner’s Guide to New Capabilities

ChatGPT Agent Mode: Automate Workflows, Research, and Daily Tasks

Excel Formatting and AI Automation: Boost Productivity with Advanced Techniques

AI Data Analysis With LLMs: Clean, Explore, Automate

How to use Google Sheets Built-in AI capabilities

ChatGPT Agent Mode: Features, Setup, and Powerful Use Cases Explained

ChatGPT Productivity Tips for Work

How to use GPT for Sheets Plugin in Google Sheets

How to use GPT for Docs Plugin in Google Docs

ChatGPT Projects Course: Setup, Memory, Tools & Workflows

How to Use Generative AI in Corporate Finance Full Course

Google's 9 Hour AI Prompt Engineering Course In 20 Minutes

Build Powerful Research Agents with Relevance AI: Beginner’s Guide

Grok AI Essentials: Clear Prompting, Features, and Practical Strategies

Presenti AI Course: Create, Edit & Export Presentations from Text & Docs

Google NotebookLM + Gemini Course: Deep Research & Workflows

ChatGPT vs Gemini vs Grok: Ultimate Guide to Top AI Model Features & Comparison

AI & LLM Essentials: 20 Core Concepts in 40 Minutes

Automate Your Business with AI: My No-Code 10x Faster Workflow

Why AI Adoption Stalls by Week 3-6 Management Skills That Work

How to Use Claude 3.7 AI - Tips for Beginners!

How to Track Tasks with Microsoft Copilot

Essential AI Skills: Prompt Engineering, Agents, Open-Source AI

Using AI for your Email handling

Ultimate Guide to Bing AI Copilot

Create Expert Presentations Fast: AI Prompt Strategies with GenSpark & Claude

Understanding the top AI Tools For Finance

How to Create your own Custom GPTs in ChatGPT for beginners

Data Analysis with Claude

Using Writing Prompts Like a Pro - Google Prompting Essential)

Create an Automated GPT that sends Emails in ChatGPT

Use AI as a Creative or Expert Partner | Google Prompting Essentials

NotebookLM Essentials: Quick Guide to Features, Study Tools, and Workflows

Claude AI for Beginners: Complete Starter Guide

Using Perplexity AI - AI-Powered Search Engine

Perplexity AI Tutorial: Features, Search, and Troubleshooting Guide

Prompt Engineering Fundamentals: Key Techniques for Generative AI Developers

AI Inbox Agent: No-Code Email Automation for Beginners

ChatGPT for Data Analytics: Full Course - from Beginners to Professional

Copilot Agents Explained

AI Automation Essentials: Beginner Guide to Workflows, Agents, and Top Tools

AI Prompt Systems for Business Growth: The Complete Master Prompt Method

How to Master ChatGPT in Accounting & Finance Full Course