Responsible AI in Investment Research Module Prototype Details:
What you'll be reviewing:
The module teaches investment professionals and CFA candidates how to integrate Generative AI responsibly into industry and competitive analysis workflows. It is built around a Costco wholesale club case study and unfolds across seven activities in three phases:
- Phase I — Analytical Context and Preparation
- Phase II — Prompt Design and Application
- Phase III — Evaluation and Reflection
The full module is hosted in CFA Institute's Canvas learning environment. Detailed instructions, learning objectives, and supporting materials are embedded directly within each activity.
- Who: CFA candidates who have passed at least Level II (they do not need to be currently registered candidates) or new CFA charterholders (awarded in 2024 or 2025)
- When: The course will be available for external user testing between 6–20 May
- Time Commitment: Approximately 2–5 hours, depending on level of engagement with the LLM components
Participants will be given access to the module via Canvas, where they will review the content and complete a short survey. Participant feedback will play an important role in refining and improving the learning experience.
If individuals are interested in participating, please email Kristina Fitzhugh, Senior Product Manager, CFA Institute ([email protected]) so she can provide the necessary access and instructions.