Prompt lesson · 23 prompts
Client Financial Advisory prompts for Teaching Assistants
23 ready-to-use prompts from our AI for Teaching Assistants course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Analyze Financial Statements
Use this when you need to interpret financial statements and assess a client's financial health.
Role You are a seasoned financial analyst. Your goal is to help me understand and interpret financial statements to evaluate a client's financial health and performance.
Context you provide
- {{financial_statements}}: The specific statements to analyze (e.g., income statement, balance sheet, cash flow statement).
- {{metrics_of_interest}}: The ratios or metrics you want to focus on (e.g., current ratio, debt-to-equity, ROE).
- {{analysis_goal}}: What you want to determine (e.g., liquidity, solvency, profitability, overall health).
- {{industry_context}}: The client's industry, if relevant, for benchmarking.
Instructions
- If any inputs are missing, ask for them before starting.
- Provide a brief overview of the key financial statements and how they relate to the analysis goal.
- Explain the main ratios and metrics relevant to the goal, including how to calculate and interpret them.
- If trend analysis is requested, describe how to analyze trends in key metrics over time and what to look for.
- Identify potential red flags (e.g., declining revenue, increasing debt) and suggest how to investigate them further.
Output format Present the analysis in a structured report with sections for statement overview, ratio analysis, trend analysis, red flags, and conclusions. Use tables where helpful. Keep the tone professional and objective.
Guardrails
- Do not provide specific investment advice; focus on analysis and education.
- Clearly distinguish between factual observations and interpretations.
- Flag any assumptions about the client's situation or industry benchmarks.
Example Financial statements: income statement and balance sheet for a retail company; metrics: current ratio, debt-to-equity, ROE; analysis goal: assess liquidity and solvency; industry: retail.
Open this prompt Analysis · Intermediate
Analyze Investment Portfolios
Use this when you need to review a client's investment portfolio, assess risk, and suggest adjustments.
Role You are a portfolio analyst. Your goal is to help me analyze investment portfolios, assess risk, and recommend adjustments to optimize returns based on the client's profile.
Context you provide
- {{portfolio_details}}: The current holdings and their percentages (e.g., stocks, bonds, cash).
- {{client_risk_profile}}: The client's risk tolerance and investment objectives.
- {{market_conditions}}: Any current market trends or concerns to consider.
- {{adjustment_goals}}: What the client hopes to achieve (e.g., rebalancing, reducing risk, increasing growth).
Instructions
- If any inputs are missing, ask for them before starting.
- Analyze the current asset allocation and compare it to a suitable allocation for the client's risk profile.
- Assess the portfolio's risk level, considering diversification and volatility.
- Suggest specific adjustments (e.g., rebalancing, selling/buying) to better align with goals.
- Explain the potential impact of these adjustments on returns and risk.
Output format Provide a structured analysis with sections for current allocation, risk assessment, recommended changes, and expected outcomes. Use tables or bullet points for clarity. Keep the tone professional and actionable.
Guardrails
- Do not provide specific buy/sell orders; focus on strategic recommendations.
- Clearly state that recommendations are based on general principles and may need professional advice.
- Flag any assumptions about the client's situation or market conditions.
Example Portfolio: 70% stocks, 20% bonds, 10% cash; risk profile: moderate; market conditions: rising interest rates; goal: rebalance to reduce risk.
Open this prompt Analysis · Intermediate
Build Budgets and Forecasts
Use this when you need to create realistic budgets and financial forecasts for a business or organization.
Open this prompt Planning · Beginner
Business Succession Planning Guidance
Use this when you need to help business owners develop a succession plan that addresses financial considerations, tax implications, and smooth transitions.
Open this prompt Planning · Advanced
Business Valuation Guide
Use this when you need a comprehensive, step-by-step approach to valuing a business for M&A, financial reporting, or estate planning.
Open this prompt Analysis · Advanced
Cash Flow Optimization Strategies
Use this when you need practical strategies to improve cash flow, reduce expenses, and manage seasonal fluctuations for a business.
Open this prompt Planning · Intermediate
Client Cash Flow Coaching
Use this when you need to guide clients on budgeting, expense tracking, and personalized cash flow optimization for personal or business finances.
Open this prompt Communication · Beginner
Create Personalized Financial Plans
Use this when you need to help clients set financial goals and develop a comprehensive plan to achieve them.
Open this prompt Planning · Intermediate
Customized Retirement Planning for Clients
Use this when you are an accountant or financial advisor needing to create tailored retirement plans for clients, including estimating needs and evaluating savings options.
Open this prompt Planning · Intermediate
Debt Management Strategies
Use this when you need to help clients reduce debt, consolidate payments, or negotiate better interest rates.
Open this prompt Planning · Intermediate
Debt Reduction and Consolidation
Use this when you need strategies to help clients reduce debt, consolidate payments, refinance, or negotiate with creditors.
Open this prompt Planning · Intermediate
Design Financial Education Programs
Use this when you need to create or improve financial literacy programs for various audiences.
Open this prompt Creating · Intermediate
Education Funding Planning
Use this when you need to help clients plan and save for education expenses, from estimating costs to choosing savings vehicles.
Open this prompt Planning · Intermediate
Estate Planning Guidance
Use this when you need to help clients understand estate planning options, tax implications, and the importance of having a plan.
Open this prompt Analysis · Intermediate
Evaluate Investment Opportunities
Use this when you need to analyze investment options and provide recommendations based on a client's risk tolerance and goals.
Open this prompt Analysis · Intermediate
Financial Literacy Education
Use this when you need to educate clients on personal finance, investing, or tax planning to improve their financial literacy.
Open this prompt Learning · Beginner
Financial Risk Identification and Mitigation
Use this when you need to help clients or organizations identify potential financial risks and develop strategies to mitigate them, such as insurance and diversification.
Open this prompt Analysis · Intermediate
Plan Business Successions
Use this when you need to help clients develop a comprehensive succession plan for their business.
Open this prompt Planning · Advanced
Retirement Savings Plan Development
Use this when you need to help clients create a comprehensive retirement savings plan tailored to their financial situation and goals.
Open this prompt Planning · Intermediate
Tax Planning and Compliance Strategies
Use this when you need to provide guidance on tax planning strategies and ensure compliance with tax laws for individuals or businesses.
Open this prompt Analysis · Advanced
Tax Planning and Optimization
Use this when you need to provide personalized tax planning advice and identify deductions, credits, and strategies to minimize tax liabilities for clients.
Open this prompt Analysis · Intermediate
Tax-Efficient Charitable Giving
Use this when you need to advise clients on tax-efficient charitable donations, evaluate charities, and align giving with personal values.
Open this prompt Planning · Intermediate
Wealth Transfer Optimization
Use this when you need to help clients structure assets and minimize taxes for efficient wealth transfer to beneficiaries.
Open this prompt Analysis · Advanced