AI × Finance Training

Master the AI Workflows Reshaping Finance

Hands-on courses, prompt libraries, and end-to-end pipelines that teach finance professionals to build with AI, taught by operators who run these workflows on live deals.

Get Full AccessExplore the Curriculum
40+Lessons
200+Prompts
LifetimeAccess
Built by Operators From
Goldman SachsJ.P.MorganBlackstoneMorgan StanleyKKRCarlyleUBS
Tracks

Two Paths Into AI × Finance

Whether the goal is sharper desk work or a career building AI systems, Grounds has a structured path.

Track 01

AI Expert

For finance professionals who want to apply AI to real workflows, modeling, diligence, research, and memo-writing, and earn on Qofi engagements.

Prompt engineering for financial reasoning
Building and grading evaluation sets
Producing deal-level data to the Qofi standard
Track 02

AI Forward-Deployed Engineer

For technical builders who want to deploy AI inside financial institutions, context graphs, agents, and the harness Qofi runs on live workflows.

Retrieval and context engineering for finance
Workflow agents and tool-calling pipelines
Deployment, evaluation, and governance
Curriculum

Six Courses. One Complete Pipeline.

Each course is self-contained, project-based, and built around the workflows finance teams actually run.

017 Lessons

AI Foundations for Finance

How the models work, where they break on financial tasks, and the mental model for using them with rigor rather than blind trust.

028 Lessons

Prompting for Financial Reasoning

The prompt patterns behind valuation, diligence, and analysis, with a library of tested prompts to adapt to any desk.

036 Lessons

Modeling and Analysis With AI

Build, stress, and audit financial models with AI in the loop, multi-case sensitivities, exit scenarios, and review.

047 Lessons

Building Evaluation Sets

Design rubrics and benchmarks that measure whether a model reasons like a practitioner, the core of frontier finance data.

058 Lessons

Agents and Workflow Automation

Wire tool-calling agents into real finance pipelines, retrieval, document generation, and integrations that hold up.

065 Lessons

Deploying Inside Institutions

Take a pipeline from prototype to production behind the firewall, security, governance, and change management.

Instructors

Taught by Operators, Not Theorists

Every lesson is built and delivered by people who have run these workflows on real deals and shipped AI inside financial institutions.

J. Aron
Ex-Investment Banking · M&A

A decade advising on multi-billion-dollar transactions, now building the AI workflows that compress diligence and modeling.

P. Mehta
Ex-Private Equity · Portfolio Ops

Led value-creation across portfolio companies; teaches how AI agents fit into investment workflows end to end.

S. Rao
Forward-Deployed Engineer

Ships context graphs and agents inside banks and funds; covers the technical path from prototype to production.

Outcomes

What Graduates Walk Away With

A Working Prompt Library

200+ tested prompts for valuation, diligence, research, and memo-writing, ready to adapt to any desk.

Pipelines You Can Ship

End-to-end project builds, from a graded eval set to a deployed workflow agent, kept as portfolio work.

A Path Into the Network

A completion credential and a direct route to apply to the Qofi expert network and its engagements.

Completion does not guarantee placement, income, or any specific outcome. Grounds is educational.Read the disclaimer →
From the Cohort

What Our Students Say

The prompting course alone changed how the whole team approaches diligence. It paid for itself in a week.

Associate, M&A
Bulge-bracket bank

As an engineer new to finance, the FDE track gave me the domain context I was missing to ship something useful.

Software Engineer
Fintech startup

Finished the bundle, applied to the network, and started on a paid engagement two weeks later.

Equity Research
Independent
FAQ

Common Questions

Who is Qofi Grounds for?

Finance professionals who want to apply AI to their work, and technical builders who want the finance domain context to deploy AI inside institutions. No prior AI experience is required for the AI Expert track.

Do the courses require coding?

The AI Expert track requires no coding, it is prompt- and workflow-focused. The Forward-Deployed Engineer track is technical and assumes comfort with code and APIs.

How long does the bundle take to complete?

The full curriculum is roughly 40 lessons. Most students finish in four to eight weeks at a few hours per week, but access is lifetime and self-paced.

Is access really lifetime?

Yes. A single payment grants lifetime access to every current course, the full prompt library, and all future updates to the bundle.

Does finishing guarantee a role on the Qofi network?

No. Grounds is educational. Completion gives a credential and a direct route to apply, but every applicant still goes through the standard vetting process, and no outcome is guaranteed.

What is the refund policy?

Because course materials are delivered digitally and immediately, sales are final. See the Terms & Conditions for the full policy.

Learn the Pipeline. Join the Network.

One bundle. Every course, every prompt, lifetime access, and a path into the gold-standard network.

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