Basic Prompt Engineering

Build a strong foundation for working with AI with Basic Prompt Engineering, a training built for financial services professionals who want useful, actionable output instead of generic answers.

You’ll learn the fundamentals every AI user needs:

• How to structure any request using goal, context, source, and format
• How assigning a persona shapes the tone and expertise of the response
• What a weak prompt looks like next to a strong one, using everyday tasks like summarizing client meeting notes
• What goes wrong when a key element like source is missing, and how to fix it

The module also covers follow-up techniques that top AI users rely on to refine results, such as asking the model what it missed, having it reason through its answer, and rewriting output for a specific audience.