Overview

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AI research for financial analysis teaches you how to use Perplexity to find, verify, and organize financial sources. You will practice gathering company filings, earnings materials, market data, and cited evidence, and learn how AI search features support source discovery, citation tracing, and ongoing market awareness. This course is designed for entry-level financial analysts, research associates, and finance students who want to use AI tools to speed up and strengthen their research workflow. No prior experience with Perplexity or AI search tools is required. By the end of this course, you will be able to: - Apply Perplexity to retrieve cited and sourced financial information for a specific company, metric, and period. - Gather and compile 10-K filings, earnings announcements, and third-party research for a selected issuer. - Evaluate sources for relevance, recency, and citation traceability before using them in a research summary. - Use Perplexity market monitoring features, including watchlists and price alerts, to track market developments.

Syllabus

Explore AI Applications
- Explore how Perplexity's AI search capabilities support financial research tasks, including source discovery, citation tracing, and market data retrieval. You'll learn to refine prompts for targeted financial queries and explore advanced features that support structured research workflows. Who this is for: This short course is for beginner learners starting their financial research journey. It is ideal for those preparing for analyst support, research associate, or business finance roles who want to understand how AI-powered search tools accelerate financial information gathering.
Execute Financial Research
- Learn to execute a complete financial research workflow using Perplexity to gather company filings, earnings materials, and third-party research. You'll practice distinguishing primary evidence from commentary and evaluating source quality before including materials in research summaries. Who this is for: This short course is for beginner financial research learners who need to build reliable source-gathering habits. It is ideal for aspiring research associates, analyst interns, or business finance professionals who need to produce evidence-based company reviews.
Retrieve Market Data
- Learn to retrieve and analyze market data using Perplexity, including share price, volume, market capitalization, and benchmark performance. You'll practice identifying short-term trends and explore Perplexity's monitoring features that support ongoing market awareness for financial research. Who this is for: This short course is for beginner learners who need to retrieve and interpret market data as part of financial research. It is ideal for aspiring analysts, research associates, or business professionals who need current market context for company reviews and internal briefs.
Add-on Project: AI-Assisted Company Research Source Pack
- Learners assemble a complete, quality-evaluated research source pack for a single company using Perplexity, integrating source-gathering, source classification, quality evaluation, market data retrieval, and monitoring recommendations into a portfolio-ready research artifact.