AI · AIC-50

AI for Investors & Analysts

12 hours 2 days

Last updated 25 Sep 2026

AI for Investors & Analysts is a 12-hour training course by IT Genius Institute. Investors and analysts must read and process large volumes of data under tight deadlines: reading annual reports and financial statements, summarizing news and…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

Investors and analysts must read and process large volumes of data under tight deadlines: reading annual reports and financial statements, summarizing news and analyses, comparing securities and industries, preparing summaries and reports, and monitoring portfolios and risk. These tasks demand both detail and time. Generative AI helps investors and analysts read and summarize faster, see the picture more clearly, and free up time to focus on deeper analysis and their own decisions. This course is designed to help investors and analysts use AI in real work confidently and systematically, covering reading and summarizing statements and reports, news and sentiment summaries, comparison and reporting, portfolio monitoring,

setting up an assistant and knowledge base, to automation with n8n, plus a key principle: AI is only an analysis aid, not investment advice, numbers and sources must be verified every time, and data is handled under PDPA. All content is taught through workshops on real analysis tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own work. This course aims to build AI skills for data analysis, not to give investment advice, recommendations or solicitation. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)

Objectives

Understand how AI changes investor and analyst work and choose the right AI tool for each task
Design prompts and set analysis frameworks so AI helps precisely
Use AI to help read and summarize financial statements and annual reports while verifying numbers every time
Use AI to summarize news, analyses and basic sentiment
Use AI to help compare securities and prepare summary reports
Use AI to help monitor portfolios and organize their own investment data
Build an analysis assistant and knowledge base with Custom GPT/Gems
Set up automation with n8n, such as collecting news and summarizing data
Understand AI limits, verify data, and use AI responsibly, understanding that AI is not investment advice

Who this course is for

Individual investors who want to use AI to help with their own analysis
Analysts, financial planners and finance/investment professionals
Research and data teams that must read and summarize large volumes of data
Executives and business owners who monitor market and investment data
Anyone who wants to build AI skills for financial data analysis

Prerequisites

General computer, internet and spreadsheet skills
Some basic understanding of financial statements or investment
Have your own case or data to practice with during training (mask sensitive data)
No AI or programming background required

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Important note: this course aims to build AI skills for data analysis, not to give investment advice, recommendations or solicitation; investment decisions are the learner's own responsibility. Learners take home an analysis prompt library, an analysis assistant (Custom GPT/Gem), statement and report summary templates, and a data-verification and PDPA checklist.

Day 1: AI for Reading Statements, News and Analysis

Section 1: AI in Investor and Analyst Work

An overview of generative AI in financial analysis work and what changes in the process
AI use cases: reading statements, summarizing reports, summarizing news, comparison and portfolio monitoring
Key frame: AI is an analysis aid, not investment advice, and data must be verified every time

Section 2: Prompts and Analysis Frameworks

A good prompt structure for analysis work: role, problem, data and output format
Having AI work within the learner's analysis framework systematically and verifiably
Building a prompt library for recurring work

Section 3: Reading and Summarizing Statements and Reports

Using AI to help read and summarize financial statements and annual reports and pull key points
Always verifying numbers and sources against the original documents before use
Workshop: build a statement or report summary with AI and verify it

Section 4: News and Sentiment Summaries

Using AI to summarize news and analyses and assess basic sentiment carefully
Being careful of misinformation and bias and citing verifiable sources
Workshop: build a news summary and watch points with AI

Section 5: Comparison and Summary Reporting

Using AI to help compare securities or industries against defined criteria
Preparing easy-to-read, cited summary reports while verifying numbers before use
Workshop: build a comparison table and summary report with AI

Day 2: Portfolio Monitoring, Assistants, Administration and Automation

Section 6: Portfolio Monitoring and Data Organization

Using AI to help organize and summarize the learner's own portfolio data (on masked data)
Preparing an overview and basic risk points while verifying numbers before use
Workshop: build a portfolio summary or watchlist with AI

Section 7: Chatbots and Analysis Assistants

Building a Custom GPT or Gem as an assistant working to the learner's analysis framework and standards
Embedding knowledge, examples and guidelines for consistent, verifiable results
Workshop: build one analysis assistant for frequent tasks

Section 8: Documents and Administration

Using AI to help with documents, analysis notes and knowledge management
Summarizing meetings and preparing basic reports
Managing data and documents systematically, being careful with sensitive data

Section 9: Analysis Automation with n8n

Setting up automation with n8n, such as collecting news, summarizing data and alerting on watch points
Connecting data across tools and channels with access control
Workshop: design one simple automation flow for analysis work

Section 10: AI Limits, Verification and PDPA

AI limits and risks: hallucinated numbers and out-of-date information
Verifying numbers and sources every time and reinforcing that AI is not investment advice
Personal and sensitive data under PDPA and setting an AI usage guideline

Section 11: Capstone Project and Real-world Adoption

Task: set up an end-to-end AI toolkit for the learner's analysis work, from reading statements and news and comparison to an assistant and portfolio monitoring
Present the work and get feedback from the instructor and peers
A first-30-days adoption plan and setting up AI use in analysis work

Frequently asked questions

Who is AI for Investors & Analysts for, and what background is needed?

Built for Individual investors who want to use AI to help with their own analysis · Analysts, financial planners and finance/investment professionals · Research and data teams that must read and summarize large volumes of data Background you should have: General computer, internet and spreadsheet skills · Some basic understanding of financial statements or investment Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does AI for Investors & Analysts cost and how long does it run?

THB 6,900 (currently THB 6,210 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.