End Users

4. Prompting Fundamentals

Effective AI use in financial services starts with how you communicate. This course builds your prompting skills from the ground up — covering how language models work, the five building blocks of a strong prompt, iterative refinement, and the search tools that ground AI in your own data or live market intelligence.

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Course content

    • Introduction
    • What are LLMs?
    • LLMs strenghts & Weaknesses
    • LLMs' limits
    • What is a prompt?
    • Power of iteration
    • Search Tools
      • Internal Search
      • Web Search
      • When to combine?
      • Deep Research
    • Conclusion
    • Test
    • Course Survey