Save 15+ Hours a Week

This Earnings Season

Learn practical AI workflows specifically designed for equity research professionals – save time, improve analysis, and stay competitive.

✔ 5 hours (self paced)
✔ Certificate of completion
✔ No AI experience required
✔ No coding required
Team
 HSBC UBS Bank of America JPMorgan Goldman Sachs Deloitte McKinsey Bloomberg BlackRock  HSBC UBS Bank of America JPMorgan Goldman Sachs Deloitte McKinsey Bloomberg BlackRock

Over 1,200 finance professionals worldwide — including analysts at the institutions shown above have requested and used AI workflows and resources created by the course instructor.

How This Course Works

AI Equity Research Program

This is an online, guided early access program running from October 13 to November 13, 2025, with structured weekly releases. The total time to complete the course is approximately 5 hours, and all materials are designed for immediate application in real-world equity research workflows.

Launch Week (October 13)

The program launches with 2 Foundational Modules:

  • AI Foundations for Equity Research
  • Prompting for Modern AI Systems

These modules establish the foundation for understanding generative AI, structuring effective prompts, and applying best practices for accuracy and reliability in analyst workflows.

Applications Module (Oct 13 – Nov 13)

The Applications Module features 10 practical, AI-augmented workflows that mirror real-world equity research — with a focus on time-intensive tasks common during earnings season.

Each workflow includes:

  • Video walkthroughs demonstrating workflow execution inside ChatGPT
  • Step-by-step guidance with clear inputs, process, and outputs
  • Prompt templates for reuse and adaptation
  • Implementation notes on evaluation, refinement, and maintaining research integrity
  • Best-practice commentary highlighting where AI adds the most value — and what to watch for

Release Schedule:

  • Oct 13: 2 workflows released at launch
  • Oct 20, Oct 27, Nov 3: 2 new workflows released each Monday

Each workflow takes approximately 30 minutes to complete and can be applied immediately to active earnings work.

Iterative Development

All workflows and prompt templates will be tested, refined, and improved throughout earnings season. Updates and enhancements will be released weekly to all members, ensuring you always benefit from the latest insights, refinements, and best practices observed in the field.

Early Access Benefits

  • Receive weekly updates as workflows and prompts are tested and iterated on in real time during Q3 earnings season
  • Benefit from continuous improvements — each week's release incorporates lessons learned from prior testing and member feedback
  • Gain exclusive access to the finalized workflows, prompt libraries, and summary of key lessons learned once the program concludes
  • Participate in instructor-led discussions and Q&A support through the member forum (with limited email access)
  • Access to all final materials and upgrades after the course ends
  • All participation and discussion are confidential — no client or proprietary data is shared

What You Will Learn

Practical Workflows

✓ Summarize earnings calls and extract key insights

✓ Track guidance changes over time

✓ Build peer comparison tables

✓ Structure messy data from multiple sources

✓ Run deep dives and flag risks

✓ Create professional reports and updates

Core AI Skills

✓ Understand AI capabilities for equity research

✓ Craft effective prompts for quality outputs

✓ Build reusable workflow templates

✓ Assess accuracy and detect hallucinations

✓ Apply AI across your research process

✓ Follow AI best practices and responsible use

Who This Course Is For

✔ Equity research analysts and associates who want to save time and sharpen their outputs.

✔ Portfolio managers and finance professionals who rely on research workflows and need confidence in AI-driven processes.

If equity research is a core part of your work, this course is designed for you.

Course Outline

Module 1: AI Foundations for Equity Research +

Objective

  • Define generative AI and its role in equity research workflows.
  • Identify practical use cases for analysts.
  • Recognize limitations and risks (hallucinations, bias, source integrity).

Lessons

  • 1.1 – Generative AI Background and Definitions
  • 1.2 – Practical Applications in Equity Research
  • 1.3 – Risks and Limitations
  • 1.4 – Understanding Modern AI Systems
Module 2: Prompting for Modern AI Systems +

Objective

  • Apply essential concepts of prompt engineering (roles, context, constraints, structure).
  • Use modern techniques such as metaprompting and optimizers.
  • Develop reusable prompt templates and organize prompt libraries.

Lessons

  • 2.1 – Essential Concepts of Prompt Engineering
  • 2.2 – Prompting Techniques for Equity Research
  • 2.3 – Metaprompting and Prompt Optimizers
  • 2.4 – Prompt Templates, Workflows, and Libraries
Module 3: Applied AI Workflows +

Objective

  • Apply the Analyst AI Workflow Blueprint to integrate AI into core research and analysis processes.
  • Execute common equity research workflows efficiently using professional-grade AI systems.
  • Use modern AI tools to extract, structure, and interpret financial and operational data.
  • Adapt workflows across different companies, sectors, and methodologies.
  • Implement evaluation and quality-control techniques to ensure analytical integrity and accuracy.

Lessons

  • 3.1 – Workflow Blueprint and Prompt Architecture
  • 3.2 – Earnings Call Summarization and Insight Capture
  • 3.3 – KPI Extraction and Analysis
  • 3.4 – Peer Comparison and Benchmarking
  • 3.5 – Guidance and Trend Analysis Over Time
  • 3.6 – Data Extraction and Structuring
  • 3.7 – Investigative Research and Red-Flag Identification
  • 3.8 – Research Note Drafting and Synthesis
  • 3.9 – Evaluation Methodologies
Module 4: Review and Next Steps +

Objective

  • Integrate all knowledge and iterations into a comprehensive final course delivered to Early Access Members.
  • Provide actionable next steps to continue progressing and growing your AI skills.
  • Share curated resources to keep up with AI transformation and adoption in finance.

Meet Your Instructor

Aaron Dunn, CFA, has spent over 20 years in equity research and the last decade building AI systems for finance. As both a practitioner and developer, he works at the intersection of investing and technology, helping analysts apply AI without losing the rigor and judgment their work demands.

He has delivered the first Generative AI for Finance seminar hosted by CFA Society Vancouver (July 2025), released tutorials and open-source tools, and authored the widely requested Equity Research Prompt Playbook — now in use by more than 1,200 finance professionals across major financial centers worldwide.

Ready to Take Your Skills to the Next Level and Join the AI Transformation

Start saving 15+ hours per week this earnings season

Join Early Access - $499

Course FAQ

Who is this course for? +

This course is designed for equity research analysts, associates, portfolio managers, investment professionals, and finance professionals who want to integrate AI into their daily research workflows to save time and improve analytical output.

What are the prerequisites? +
  • Foundational knowledge of equity research and financial analysis — familiarity with financial statements, basic valuation concepts, and research workflows.
  • No prior AI or programming experience is required. The course is designed for analysts who want to learn AI without coding.
  • Access to a web-based AI assistant such as ChatGPT Plus or Claude Pro for hands-on exercises.
What is the Early Access Program? +
  • Guided program from October 13 to November 13, 2025.
  • First access to all course content as it’s finalized.
  • Ability to provide feedback shaping the final course.
  • Direct engagement with the instructor during development.
  • Access to final course and additional resources upon completion.
How long does the course take? +

The complete course is approximately 5 hours of self-paced learning during the 5-week Early Access period. Learners can invest additional time to further improve understanding and proficiency. Lessons and workflows are adaptable to your research needs and style.

What will I be able to do after completing the course? +
  • Execute professional AI workflows for earnings call summarization, KPI extraction, peer benchmarking, and research note drafting.
  • Extract and structure financial data from PDFs, filings, and transcripts using AI.
  • Build custom prompt libraries and reusable workflow blueprints.
  • Apply evaluation methodologies to ensure accuracy and identify AI errors.
  • Adapt workflows across companies, sectors, and research methodologies.
  • Save 15+ hours per week during earnings season and reporting cycles.
How is this different from other AI courses? +
  • Built specifically for equity research analysts — lessons address real analyst workflows.
  • Created by a practitioner with 20+ years in equity research and 10+ years working with AI.
  • No-code and practical — workflows run directly in ChatGPT and similar tools.
  • Immediately applicable — start using workflows the same day you learn them.
Do I need ChatGPT or other AI tools? +

Yes, access to an AI assistant is required. Recommended: ChatGPT Plus (primary platform) or Claude Pro (alternative). Workflows are platform-agnostic and can be adapted to other AI tools.

Will I receive a certificate? +

Yes. Upon successful completion of the course and final assessment, you will receive a professional certificate of completion.

How is the course delivered? +
  • Video lessons with practical demonstrations.
  • Downloadable templates, prompts, and workflow blueprints.
  • Guided exercises and practice activities.
  • Assessment and certification materials.
Can I apply these workflows immediately? +

Yes. All workflows are designed for immediate real-world application with ready-to-use prompt templates and step-by-step blueprints.

What if my firm has compliance restrictions on AI tools? +

AI skills are transferable and platform-agnostic. You can learn and apply these workflows even under firm restrictions, making you more competitive and valuable in the finance industry.

Can my firm purchase multiple seats? +

Yes. Contact [email protected] for more information.

What happens after the Early Access period ends? +
  • Access to all final course materials.
  • Curated resources to continue AI learning.
  • Positioned at the top of your profession in applied AI skills for equity research.
Is there a refund policy? +

Yes. 14-day money-back guarantee after course launch. Contact us for a full refund within the first 14 days — no questions asked.

How do I contact you and get more information? +

You can reach us at [email protected] for any questions or additional information.