An in-depth look at FP&A-related topics that are developed via interviews with finance professionals. Presented as quarterly case studies with practical applications and tools to help you make informed decisions about key FP&A methods.

AFP Video Guide to Mastering the Art of Prompting

Mastering the Art of Prompting with AI

Prompting is a critical skill for working effectively with large language models. It’s more than asking a question—it’s about providing context so the AI can return precise, relevant answers. In finance workflows, a vague query like “What is my revenue?” may produce ambiguous results. By adding detail—such as timeframe, accounts, or requesting a chart—you guide the AI to deliver tables, visualizations, and insights tailored to your needs. 

Key Takeaways

  • Learn how prompting shapes AI responses and drives better insights in finance and beyond.

  • Discover how refining prompts improves accuracy, context, and workflow speed.

  • Explore real examples of prompting with ChatGPT and finance data tools.

  • Master prompting to uncover insights, create visualizations, and support decisions.

  • Build the essential AI skill hiring managers will value most in the next decade.